At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently recruiting for an Associate Regional Vice-President to join our Business Development team in Vancouver, BC.The successful candidate will be responsible for retaining and growing assets under administration for AWM by supporting Assante's advisory network with practice management education, communicating and building support of AWM initiatives, programs, and services/tools and helping advisors and branches grow and succeed. The ARVP, Business Development will have responsibility for managing and growing the territory, as well as have the flexibility and entrepreneurialism to run their business. The ARVP, Business Development will be located in their respective regional offices, as well as traveling into their sub-region to deliver sales presentations and build the business.
We are currently recruiting for an Associate Regional Vice-President to join our Business Development team. In this role, the successful candidate will be responsible for retaining and growing assets under administration for AWM by supporting Assante's advisory network with practice management education, communicating and building support of AWM initiatives, programs, and services/tools and helping advisors and branches grow and succeed. The ARVP, Business Development will have responsibility for managing and growing the territory, as well as have the flexibility and entrepreneurialism to run their business. The ARVP, Business Development will be located in their respective regional offices, as well as traveling into their sub-region to deliver sales presentations and build the business.
WHAT YOU WILL DO:
- Grow AWM’s market share by helping advisors/branches grow their business
- Provide service and support to advisors in the region through proactive outbound sales/service calls
- Support advisor recruitment by proactively developing relationships with prospective advisors including proactive outbound calls to set up meetings
- Provide timely support, information and practice management strategies to advisors
- Manage and handle incoming Advisor calls and service requests and support RVP with same
- Develop service and growth strategies, leverage resources appropriately, work closely with business partners, and ensure consistent messaging to the region’s constituents
- Maintain working knowledge of industry competitors, investment vehicles, financial markets and economic data
- Provide continual feedback to the RVP, Business Development and Senior Management on practice management trends, product requests, competitive information and marketing and operational matters
- Participate in all required team meetings and training including regional advisor council meetings
- Ensure all activities including meetings, notes, etc. are tracked and logged into Salesforce/Navigator
WHAT YOU WILL BRING:
Experience
- Minimum 3 years financial industry experience, with prior sales, client service and/or relationship management experience in a MFDA/IIROC dealer preferred.
- Full understanding of wealth management and investment products practices and codes
- Strong presentation skills and ability to conduct in person and phone meetings effectively
Education/Training
- University degree
- Canadian Securities Course
- CFP, CIM, and/or CFA an asset
Knowledge, Skills, and Abilities
- Extensive knowledge of distribution and wealth management, investment themes and products
- Extensive knowledge of investment industry, practice management methods, advisor technology
- Relationship management skills, ability to develop, foster, and maintain relationships and inspire trust and confidence is critical
- Able to make quick and appropriate decisions, while constantly work within the regulatory framework
WORKING CONDITIONS:
- Travel required to advisors offices, road shows, conferences, seminars and industry events
- Required to work beyond normal working hours
- Normal office environment
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
.png)
.png)
