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 Vice President, Partnerships & Business Development, Direct Investing to join our Direct Investing team.

Reporting to SVP, Head of Direct Investing, the Vice President, Partnerships & Business Developments, Direct Investing will focus on generating and supporting sales within our distribution networks. As ambassador for Direct Investing business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President, Partnerships & Business Development, Direct Investing will enhance existing partner relationships and seek new prospects to build the business. The incumbent is the sales coach and leader of our national Direct Investing sales team. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/clients.

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
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Sales leader to National Sales team of business development specialists. As part of a comprehensive National sales and activity plan, the successful candidate will oversee, coach and assist sales team members with sales strategy development and implementation to assist in achieving sales goals and territory reassignment
Drive and seek out new institutional prospects to grow the National Accounts channel, directly bringing in new business
Provide leadership to the overall business and build strong relationships with Aviso business unit leaders to identify cross-opportunities
Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies and provide monthly reporting on sales activities and results
Manage the onboarding process for new partners and provide ongoing support of partner objectives
Develop a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio
Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
Proactive contributions to Aviso’s Direct Investing business initiatives and roadmap
Establish and build relationships with senior leadership of Aviso’s largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base
Identify partner concerns and related solutions. Lead and manage the issue resolutions internally to arrive at desired results
Work with Service Center to ensure partner service standards are met
Champion partner needs for enhancements to digital products and services, and ensure follow-through
Recruit, train and coach Direct Investing Sales Team. With the support of our People & Culture team, lead the recruitment, interview process, selection and training of new sales team members
Promote Aviso’s investment management and insurance offerings as opportunities arise
Leadership role in the ongoing development of sales materials and presentations
Involved in special projects as required
Manage expenses and those of your team members within an approved budget

Your experience and skills:

Proven sales leadership as a sales coach/motivator and in the B2B space is an asset
Minimum 15 years experience as sales leader and in wealth management sector
Ability to think strategically and execute tactically with brilliance
Strong knowledge of sales management and coaching principles with a track record of applying the knowledge
Effective negotiator, with the ability to manage complex and critical issues
Deep knowledge of wealth management specifically in the areas of online brokerage and robo-advice businesses, financial planning and investment management
Strong business acumen in business development, relationship management, cross functional teams, entrepreneurial mindset and a bottom-line orientation
Extensive and meaningful relationships within the Canadian investment and wealth management industry particularly amongst credit unions and has strong relationships in the industry
Excellent verbal and written communication skills, presentation skills, and inter-personal skills
Successful at building long-lasting respected relationships with senior leaders
Demonstrated and proved experience in developing new business opportunities with potential partner companies and a hunter mentality
Effective influencer and builds quick credibility with external and internal partners
Proficiency in Salesforce, PowerPoint, Excel and Word
Ability to Travel