Job Board

Vice President, Sales, Wholesaler

CI Global Asset Management
Company Info:

CI Global Asset Management is one of the country's largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

Quebec City, Quebec
Posting Closing Date:
December 26, 2021
Employment Type:
Contract Type:
Job Description:

We are currently seeking a Vice-President, Sales, Wholesaler to join our Sales team in Montreal. 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.

Job Responsibilities:
  • 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
  • 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 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
  • Must be fluently bilingual in English and French
How to Apply:

If you are a passionate, committed and dynamic individual, please submit your resume to our Careers site on:

Please also indicate in your online application where you have viewed this posting. Thank you.

Only qualified candidates selected for an interview will be contacted.

Additional Information:


  • Extensive travel required
  • Required to work beyond normal working hours


Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

  • Recognition & Compensation
  • Training & Development
  • Health & Well-being
  • Communication & Feedback