Vice President, Sales, NEI Investments

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3 days ago

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Aviso Wealth

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Finance • Fintech • B2B

Aviso Wealth is a Canadian company specializing in wealth management solutions. With over 30 years of experience and over $140 billion in assets under administration and management, Aviso offers comprehensive wealth management, investing, and insurance solutions. The company partners with financial institutions, investment advisors, and credit unions to drive business forward, providing services such as investment dealer services, correspondent and institutional services, online brokerage platforms, and automated advice. Aviso focuses on combining technology-enabled experiences with personalized human connections to help investors achieve financial confidence and peace of mind. It is recognized for its exceptional culture and commitment to the success and career development of its team.

501 - 1000 employees

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• Learn and apply a consultative sales process developed by our sales management team to focus on the needs of the investment advisor • Drive sales of the designated mutual fund product line within the assigned territory • Develop an annual sales plan and territory budget to meet company objectives based on market and client data, including sector and regional trends, market drivers and sales-process activities • Establish and maintain top-tier professional relationships with advisors and intermediaries • Organize branch presentations, investor seminars and other public events • Develop and share best practices, ideas and sales, marketing and business development strategies with peers and advisors

🎯 Requirements

• Post-secondary degree in business administration or a related field • Canadian Securities Course (CSC) required; preference given to candidates who hold the CFA designation and an MBA • More than five years of experience in investment sales • Energetic, personable individual with strong self-management skills • Strong communication and presentation skills • Results-oriented; able to continuously build and grow an assigned territory • Ability to establish strategic relationships and manage difficult situations • Highly professional and confident presence with strong influencing skills • Analytical and problem-solving abilities • Fluency in both English and French (written and spoken) is required to communicate clearly and effectively with partners, clients and colleagues across Canada • Adequate and reliable vehicle required

🏖️ Benefits

• A competitive compensation program that rewards and recognizes individual contributions • Leading health, dental and insurance benefits to meet the diverse needs of our employees • Generous vacation, health and fitness benefits, and supplemental parental leave options • Additional contributions to our retirement program • A commitment to continuous staff development through learning & development and a tuition assistance program • Regularly organized social events to promote teamwork