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Aviso Wealth

Canadian wealth management services group

Vice President, Sales - NEI Investments

Field SalesPosted on Nov 10
Full-timeToronto, ON, CanadaCA$115k - CA$135k /yr

About the Job

Requirements

  • A post-secondary degree or diploma in Business Administration or a related field is required.
  • The Canadian Securities Course (CSC) is required.
  • At least five years of investment sales experience is required.
  • Candidates must demonstrate self-management skills.
  • Candidates must have strong communication and presentation skills.
  • Candidates must be able to continuously prospect to build and grow the assigned territory.
  • Candidates must be able to build strategic relationships and handle difficult situations.
  • Candidates must present a highly professional, confident image and have influencing skills.
  • Candidates must have analytical and problem-solving skills.
  • A suitable and reliable vehicle is required.

Responsibilities

  • Learn and use the consultative sales process developed by the sales management team, focusing on investment advisors’ needs.
  • Drive sales results for the designated mutual fund product suite within the assigned territory.
  • Develop an annual territory sales plan and budget to meet corporate objectives, based on market and client data, industry and regional trends, market factors, and sales process activities.
  • Develop and maintain professional relationships with advisors and intermediaries.
  • Lead branch presentations, investor seminars, and other public speaking events.
  • Develop and share ongoing best practices, sales, marketing, and business development ideas and strategies with peers and advisors.
  • Travel as required, including multiple days away at a time and travel during evenings and weekends.

Desired Qualifications

  • Candidates with the Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA) are preferred.

About the Company

Aviso Wealth

Canadian wealth management services group

Aviso Wealth works as a Canadian wealth-management services group. It provides investment dealers, asset management, online brokerage, custody, clearing, and back-office services to credit unions, advisors, and investors. Its operating model is specific: its businesses include Qtrade and NEI Investments alongside shared technology, operations, compliance, and service capabilities. Roles span wealth operations, investment management, engineering, product, risk, compliance, sales, and corporate functions. The profile is Aviso Wealth and its owned service ecosystem, not every credit-union partner.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
2018

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