Aviso Wealth
RVP, NEI Sales, Western Canada
Aviso Wealth, Vancouver, BC
Aviso:
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 RVP, NEI Sales, Western Canada to join our Wealth Distribution Team.
Reporting to the VP, Head of Retail Sales, the RVP NEI Sales, Western Canada is responsible for directing the overall activities of the Wholesalers in British Columbia, Alberta, Saskatchewan and Manitoba to achieve assigned sales targets along with specified activity goals. The primary role is a sales coach and provide support to a team of wholesalers to accelerate growth. The RVP NEI Sales Western Canada will also work with senior management and peers to develop and execute on the company's strategy.
Who you are:
What your day looks like:
Requirements
Your experience and skills:
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 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. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.
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.
Salary
This position is posted with an expected salary range of $124,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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 RVP, NEI Sales, Western Canada to join our Wealth Distribution Team.
Reporting to the VP, Head of Retail Sales, the RVP NEI Sales, Western Canada is responsible for directing the overall activities of the Wholesalers in British Columbia, Alberta, Saskatchewan and Manitoba to achieve assigned sales targets along with specified activity goals. The primary role is a sales coach and provide support to a team of wholesalers to accelerate growth. The RVP NEI Sales Western Canada will also work with senior management and peers to develop and execute on the company's strategy.
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:
- Accountable for the overall success of the Western Canada Wholesaler team to meet its sales targets, meeting quotas and expense management, including sales development with wholesalers
- Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso's overall business strategies
- Performance Management of the wholesalers and the achievement of individual business plans, ensuring the development of new partners and further penetration of current supporters through strong follow up and management of the opportunity pipeline
- Extensive Observational Coaching is expected to support NEI's Insight Selling approach which helps to differentiate NEI from other firms in the market
- Manage specific sales initiatives, sales campaigns, product launches/focuses, target distribution channels and the sales individuals that drive them
- Recruit, retain, develop, and coach the Western Wholesaler team. With the support of our People & Culture team, lead the recruitment, interview process, selection and training of new sales team members
- Involved in special projects as required
- Manage expenses and those of team members within an approved budget
- Ensure that all Compliance requirements are observed by the team
Requirements
Your experience and skills:
- Post-secondary degree/diploma in Business Administration or related field
- CSC is required and CFA/CFP/MBA is an asset
- Minimum 10 years' experience as a sales leader in the investment industry
- Proven sales leadership as a sales coach/motivator
- 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
- Strong business acumen in business development, relationship management, cross functional teams, entrepreneurial mindset, and a bottom-line orientation
- Excellent communication, presentation skills, and inter-personal skills. Fluent communication skills in English are required and bilingual skills in French are an asset
- Successful at building long-lasting respected relationships with senior leaders
- Demonstrated and proven experience in developing new business opportunities with potential partner companies
- Effective influencer and builds quick credibility with external and internal partners
- Ability to Travel
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- 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
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 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. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.
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.
Salary
This position is posted with an expected salary range of $124,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.