District Vice President, Sales

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. Position Overview The District Vice President (DVP) is responsible for driving business growth and expanding CIGAM’s market presence within a defined territory. This role focuses on building and maintaining strong relationships with financial advisors, enhancing their knowledge of CI’s investment solutions, and achieving both gross and net sales targets. Working closely with a Business Development Manager and Sales Associate, the DVP will lead the execution of strategic sales plans, advisor development initiatives, and targeted campaigns to grow market share. Key Responsibilities Develop and execute a strategic territory sales plan to achieve assigned sales targets. Build and maintain strong, consultative relationships with financial advisors and their teams. Collaborate with internal partners, including Business Development Managers and Sales Associates, to drive advisor engagement and support. Utilize CIGAM’s CRM platform to manage activities, track progress, and optimize territory coverage. Effectively communicate CIGAM’s investment philosophy and solutions in client-facing scenarios. Represent CIGAM at regional and national industry events, conferences, and networking functions. Continuously improve product knowledge, sales strategies, and business development skills. Monitor advisor sentiment through Environics Advisor Perception surveys and maintain high rankings. Partner with National Accounts and the BDM team to execute firm-wide initiatives and advisor strategies. Strategically manage your calendar and scheduling to prioritize high-impact activities and meet activity goals. Qualifications Experience Minimum 3 years of sales experience within the financial services industry. Education University degree in Business Administration, Finance, Economics, or a related field. Relevant industry certifications such as CSC, CFP, CIM, CFA, or CAIA preferred. Skills & Knowledge Deep understanding of the asset management industry. Proficiency in MS Office applications, especially Excel, Word, and PowerPoint. Exceptional communication and interpersonal skills with a client-first approach. Strong time management and organizational skills, with the ability to prioritize effectively. Problem-solving mindset with the ability to develop creative, client-focused solutions. Working Conditions Travel required for meetings, events, and conferences. Occasional evening and weekend availability required for marketing or client events. 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. What We Offer Modern HQ location within walking distance from Union Station Flexible & Hybrid Work Program Equipment Purchase Program Training Reimbursement Paid Professional Designations Employee Share Purchase Program (ESPP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Fitness membership discounts Volunteer paid Days Complimentary vending machines 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.

Location: Canada, CA

Posted Date: 6/15/2025