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Regional Director, Online Brokerage & Digital Wealth – OD-22-523

Aviso Wealth

This is a Full-time position in Vancouver, BC posted January 23, 2023.

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians.

As a leading wealth management organization, we are committed to service, partnership, and innovation.

Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart.

If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca .

The Opportunity: We are looking for a Regional Director, Online Brokerage and Digital Wealth based in Vancouver, to be a part of our National Digital Wealth Sales team on a 12 month contract.

This can be a remote role, however for those who would like to come into the office we are at 1111 West Georgia St, Vancouver, BC.

Reporting to the SVP, Head of Online Brokerage and Digital Wealth the Regional Director, Online Brokerage & Digital Wealth is responsible for managing and growing existing relationships and to prospect and build new relationships to generate and support sales within our growing distribution network.

Success will be measured through delivering sales results, initiating, and building long-lasting relationships and demonstrating a passion for success and tenacity.

This team provides sales support for Qtrade’s online brokerage and digital advice product solutions to a variety of Credit Union and National Partners, including wealth management firms, insurance companies, MGAs and associations which offer these services to their 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 What your day looks like: Develop and execute a comprehensive territory sales plan to meet and exceed agreed-upon sales targets, consistent with our overall business strategies Establish and build consultative relationships with the retail and sales leaders within partnering financial institutions (CU and National Partner channels) positioning the benefits of online brokerage and digital advice to their organization and their client base Expand our distribution network within your assigned territory by prospecting for and building new referral partners Arranges one-on-one, group and/or branch meetings with partner’s front-line sales staff, financial advisors, and sales leaders to promote Qtrade Investor and digital advice Promote additional direct to client do-it-yourself wealth management offerings available through Qtrade Promote Qtrade’s investment management and insurance offerings as opportunities arise Prepare and deliver presentations to sales leaders and advisors that improve their ability to sell Qtrade Investor and digital advice and enhances their wealth management offering within their organization Deliver webinars and live WebEx training sessions Organize and promote special events, and reward and recognition programs, campaigns Represent Qtrade at financial institution partner events such as awards evenings, branch functions, client evenings etc.

Work in partnership with Manager, Online Brokerage, Sales, and Partner Support, to drive sales of Qtrade Investor and digital advice within your territory of responsibility Involved in special projects as required Manage expenses within an approved budget Your experience and skills: Must have a minimum of five years’ investment-related sales and service experience in the financial services industry, preferably with a wealth management or online brokerage organization, with increasing sales responsibilities Strong strategic prospecting and new business development skills Bachelor’s degree in Commerce, Finance, Economics or General Management and CFA, CFP or CIM/FCSI designations preferred Proven track record of proactive sales results and growth in territory Strong territory and time management skills Familiarity with online brokerage and digital advice is critical Knowledge of and background in mutual fund products and sales considered an asset Strong technical and problem-solving skills related to the investment, tax, and legal issues associated with investment products Capable of integrating knowledge into solutions that meet the needs of our partners’ clients, while helping the advisor and the organization develop strategies that allow them to capitalize on these opportunities Excellent written and verbal communication skills, with an emphasis on presentation skills Self-starter mentality with lots of initiative Ability to travel extensively within territory of responsibility 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 Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management.

Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins.

Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada.

Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth.

Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors.

Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms.

We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg.

More information about Aviso Wealth is available at www.aviso.ca .