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Added 26 mins ago
Manager, Product Analytics
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The Manager, Product Analytics is a senior analytics professional within the Business Intelligence organization, dedicated to supporting the Product Management team and its stakeholders…
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Senior Manager - Senior Tech Lead – AI & Technology Transformation
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Director, Google Gemini Enterprise, Data & AI
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Senior Data Reliability Developer
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Director of AI Delivery
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Director of AI Delivery
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Proposal Lead
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Proposal Lead
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Principal Software Engineer, Docker Hardened Images
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- Full-time
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CI Financial

District Vice-President, Sales

Toronto, ON, Canada

The anticipated base salary range for this position is $85,000 to $135,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $85,000 to $135,000.
Job type: Full-time
Experience: 5+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
Posting language: English
Posted: Oct 26, 2026

Original job description

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 an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Vice-President, Sales/Wholesaler to join our Sales team in Toronto. In this role, the successful candidate is expected to develop and implement a business plan and sales strategy to increase CI’s market share within the territory; develop a territory coverage strategy and communication plan with existing and prospective advisors; and educate and develop advisor knowledge of CI investment solutions.

WHAT YOU WILL DO

Increase sales and grow CI’s market share
Build consultative relationships with Advisors and staff
Work closely with Sales Coordinators to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
Fully adopt and effectively use CI’s CRM platform to maximize sales results in the territory
Master CI’s investment message
Represent CI at regional and national conferences
Consistently improve and develop product knowledge, sales skills and efficiencies
Effectively leverage senior management in the sales process
Work closely with the National Accounts and Internal Wholesalers to identify and execute on specific firm and advisor initiatives
Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities

WHAT YOU WILL BRING

5+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
Established relationships within the industry is preferred
Strong business acumen and demonstrated proficiency in general business disciplines
University degree
Canadian Securities Course (CSC)
CFP, CIM or CFA an asset
Experience using Salesforce.com an asset
In depth investment management and general market knowledge
Able to make quick and appropriate decisions, while working within the regulatory framework
Ability to build internal partnerships and relationships in a team environment
Extensive travel required
Required to work beyond regular working hours

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $135,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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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More about this job

Responsibilities

The District Vice-President will develop and implement sales strategies to increase market share while building consultative relationships with advisors. They are responsible for managing territory coverage, coaching sales coordinators, and effectively representing the company's investment solutions at conferences.

Requirements

Candidates must have at least 5 years of sales experience as a wholesaler and possess strong business acumen. A university degree is required, and professional designations such as the CSC, CFP, CIM, or CFA are considered assets.

Skills

Sales strategy
Business planning
Relationship management
Investment management
Market analysis
Consultative selling
CRM proficiency
Salesforce.com
Coaching
Public speaking
Product knowledge
Financial advisory
Regulatory compliance
Calendar management
Team collaboration

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Sales
Wholesaler
Investment Management
Wealth Management
Asset Management
Sales Strategy
Business Development
CRM
Salesforce
CSC
CFP
CIM
CFA
Market Share
Financial Services
Advisory Services
Territory Management
Client Relations
Coaching
Regulatory Framework
Investment Solutions
Business Acumen
Strategic Planning
Communication Plan
National Accounts

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