VP Sales

Sales/Ottawa/Permanent/Desired start date: As soon as possible

Reporting to the Senior Vice President, Sales, the VP, Sales/Wholesaler is responsible for: 

• Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of IIROC advisors

• Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings, branch meetings, manager visits, and through other general correspondence

• Developing and maintaining relationships through cold calls, warm referrals, meetings, events, and social activities with clients and through persistent prospecting

The ideal candidate will have:

• 5 - 7 years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity 

• A proven history of successfully managing an advisory region (IIROC), and a clear, demonstrable ability to prospect within the IIROC channel 

• Post-secondary education is required

• At minimum, successful completion of the CSC is required, along with other industry designations indicating a passion for capital markets

• Complete understanding and knowledge of the securities, investment and mutual fund industries and products 

• In addition, the candidate must have excellent communication skills, be a proactive self-starter as well as a team player who can share ideas

• Excellent language skills in French, both oral and written, as there might be frequent interactions with French speaking colleagues and internal/external partners (asset)

Thank you for your interest in this role. Please note, only the candidates selected for interviews will be contacted.