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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
Apply by: Nov 27, 2026
Experience: 3+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
Posting language: English
Posted: Oct 28, 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 District Vice-President, to join our Sales team in the Greater Toronto Area. 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

3+ 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

Develop and execute territory business and sales strategies to grow CI’s market share, build advisor relationships, and educate advisors about CI investment solutions. Coordinate with sales teams and internal partners, use the CRM effectively, represent CI at conferences, and manage territory activity and client time.

Requirements

Candidates need at least three years of relevant sales experience, preferably with established industry relationships, strong business acumen, and in-depth investment management and market knowledge. A university degree and the Canadian Securities Course are listed, while CFP, CIM, CFA, and Salesforce experience are assets; extensive travel and work beyond regular hours are required.

Skills

Sales Strategy
Market Share Growth
Advisor Relationship Management
Territory Planning
Sales Coaching
CRM Management
Investment Product Knowledge
Consultative Selling
Business Acumen
Communication
Decision-Making
Calendar Management
Team Collaboration
Salesforce
Investment Management
Regulatory Compliance

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time

Visa sponsorship

Not detected in the job text

Keywords

Sales
Sales Strategy
Market Share
Territory Coverage
Financial Services
Wealth Management
Asset Management
Investment Solutions
Investment Management
Advisor Relationships
Business Planning
Consultative Selling
Sales Coordinators
Internal Wholesalers
National Accounts
CRM
Salesforce
Canadian Securities Course
CSC
CFP
CIM
CFA
Regulatory Framework
Product Knowledge
Sales Incentive Plan
Conference Representation

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