Vice President, Sales

Summary

Join Aviso Wealth as VP, Sales and contribute to the financial well-being of Canadians. Based remotely in the Okanagan Region, you will report to the Regional VP Sales, focusing on sales and asset growth within your territory. Develop and execute annual sales plans and budgets, collaborate with investment advisors, and promote Aviso's solutions. This role demands strong sales, communication, and relationship-building skills, along with a results-oriented approach. Travel is required. Aviso offers a competitive compensation package, excellent benefits, and opportunities for professional development.

Requirements

• Post-secondary degree/diploma in Business Administration or related field
• CSC is required, and preference will be given to candidates who have CFA and MBA
• 5+ years of investments sales experience
• Energetic, and friendly individual with self-management skills
• Strong communication and presentation skills
• Results-oriented individual that can continuously prospect to build and grow the assigned territory
• Builds strategic relationships with the ability to handle difficult situations
• Highly professional confident image with superior influencing skills
• Analytical and problem-solving skills
• A suitable and reliable vehicle is required

Responsibilities

• To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
• Drive sales results for designated mutual fund suite of products within the assigned territory
• Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities
• Develop and maintain highest level professional relationships with advisors and intermediaries
• Lead branch presentations, investor seminars, and other public speaking event
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
• Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork