Director, Sales Job at CI Financial
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
JOB OVERVIEW
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
The role of Director, Sales is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting as sales consultant to a specified territory, the Director, Sales will educate, train and motivate financial advisers and financial professionals to foster partnerships and stronger relationships, to increase CI GAM market share in the territory. The Director, Sales will also have responsibility for managing and growing their own territory with effective segmentation and coverage rotation. The role will be based in their respective regional offices as highly motivated sales professionals driving significant engagement with advisors remotely and will require travel to clients and client events within the territory as determined by business growth and sales leadership.
WHAT YOU WILL DO
- Grow CI Market share across all relevant investment products and platforms
- Create and implement your business plan in collaboration with the Head of Distribution, for your assigned territory
- Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors
- Advise & give value-add ideas about MCI products & services in order to support advisors in an ever-changing business environment
- Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles
WHAT YOU WILL BRING
- Minimum 3 years investment industry experience, with prior internal wholesaling experience or brokerage sales experience preferred.
- Full understanding of mutual funds sales practices and codes
- Strong presentation skills and ability to conduct in person meetings effectively
- Previous sales experience an asset
- University degree
- Canadian Securities Course
- CFP, CIM, and/or CFA an asset
- Extensive knowledge of investment themes and products
- Extensive knowledge of investment industry
- Able to make quick and appropriate decisions, while constantly work within the regulatory framework
WORKING CONDITIONS
- Travel required to 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
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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.
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