Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a VP, Sales to join the NEI Investments, Asset Management team.

This is a remote role, based in Calgary or Edmonton, Alberta.

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 the development of annual territory sales plans and budgets; working directly with investment advisors to promote the application of Aviso’s solutions to meet needs of their investors.

Who you are:

Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

To 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 highest level professional relationships with advisors and intermediaries
Lead branch presentations, investor seminars, and other public speaking event
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. This requirement can include multiples days away at a time, including evenings and weekends.

Your experience and skills:

Post-secondary degree/diploma in Business Administration or related field
CSC is required, and 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

Other Requirements:

A suitable and reliable vehicle is required