District Vice President - GWS
New
CanadaFull-TimeVp
SalaryCompetitive base compensation with performance-based incentive programs.
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Job Details
- Experience
- 5+ years
- Required Skills
- CRM
Requirements
- Minimum 5+ years of experience in investment sales or financial services with strong exposure to capital markets.
- Proven experience distributing investment products through MFDA, IIROC, or similar regulated channels.
- Strong knowledge of mutual funds, ETFs, and separately managed account (SMA) platforms.
- Completion of IFIC Mutual Funds Course or Canadian Securities Course (CSC).
- Demonstrated success in achieving sales targets and managing territory performance.
- Strong interpersonal and communication skills, including presentation, negotiation, and conflict resolution abilities.
- Highly organized with strong planning, time management, and prioritization capabilities.
- Ability to think strategically and creatively in developing sales and business growth initiatives.
- Comfortable working independently in a field-based, client-facing role with flexible hours, including evenings and weekends when required.
- Proficiency with CRM systems and general sales technology tools.
- Strong business acumen and ability to operate in a fast-paced, performance-driven environment.
Responsibilities
- Develop and execute a regional sales strategy to grow investment product adoption across mass-market financial advisor channels.
- Achieve ambitious sales targets and annual production objectives within the assigned territory.
- Identify, engage, and develop new relationships within the financial advisor ecosystem while strengthening existing partnerships.
- Deliver product insights, market intelligence, and solution-based selling approaches to support advisor business growth.
- Conduct advisor seminars, webinars, and educational events, including occasional evening and weekend engagements.
- Collaborate closely with internal wholesalers and territory coordinators to drive coordinated sales execution.
- Maintain consistent advisor engagement through virtual and in-person meetings, ensuring accurate activity tracking in CRM systems.
- Share best practices, sales strategies, and business development ideas with peers and internal partners.
- Build strong relationships across internal business units and field teams to support integrated client solutions.
- Represent investment solutions at industry events and contribute to broader market visibility and penetration.
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