[Hiring] Vice President, Sales @Aviso Wealth

Role Description

We’re looking for a VP, Sales to join the NEI Investments, Asset Management team. Reporting to the Regional VP Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include:

• Development of annual territory sales plans and budgets
• Working directly with investment advisors to promote the application of Aviso’s solutions to meet the needs of their investors

As oneaviso:

• We Care – You do the right thing for clients, partners, and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported.
• We Dare – You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate, and are comfortable exploring new ways of working.
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge, and work together to help colleagues, clients, and partners succeed.
• We Deliver – You take ownership of your work, honor your commitments, and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve.

What your day looks like:

• 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 the highest level 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 is a requirement of the job, which can include multiple days away at a time, including evenings and weekends.

Qualifications

• Post-secondary degree/diploma in Business Administration or related field
• CSC is required; 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

Requirements

• A suitable and reliable vehicle is required

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

Company Description

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.