Overview
Vice President, Corporate Development, Mutual Fund Wholesaler, and Regional Sales Jobs in Toronto – Ontario at Optimize Wealth Management
Title: Vice President, Corporate Development, Mutual Fund Wholesaler, and Regional Sales
Company: Optimize Wealth Management
Location: Toronto – Ontario
Category: Sales, Business
We are looking for a
dynamic
Vice President to join our Corporate Development team to drive our strategic expansion and corporate initiatives. This role requires a focused executive with a
proven track record
in executing corporate development strategies within the financial services sector and familiarity with all core aspects of wealth management such as investments, financial planning,
tax planning
, will and estate planning, and insurance.
We are looking for people who are driven, committed, and passionate about winning.
Job Description
Reporting directly to the Chief Business Development Officer, the key responsibility of this position is to develop and close new business opportunities with financial advisors and planners. This
dynamic
role is all about driving growth! You’ll contribute to the expansion of our Advisor and Planner base by showcasing Optimize’s
innovative
Platform using a
collaborative
sales approach to foster and grow new business opportunities.
You’ll not only contribute to the
leadership
of the team but also brainstorm strategies to supercharge overall sales and client base expansion. Plus, your insights and contributions during team meetings and
strategic planning
sessions will play a central role in shaping our firm’s upward trajectory. If you are a strategic leader with a
proven track record
in sales and corporate development, coupled with a passion for shaping the future of wealth management, this is the perfect role for you!
Your role
will require you to:
Recruit high-end Financial Professionals to our firm.
Progress potential advisors and planners through the entire sales and recruitment process, including due diligence, presentation, negotiation, and closing.
Execute on our corporate development strategy to achieve our company’s overall vision and growth objectives.
Identify and evaluate potential opportunities to enhance our service offerings and market presence within the advisor and planner communities.
Maintain and strengthen relationships with advisors and planners throughout their transition process to our company.
Drive strategic partnerships and alliances that support our business goals and broaden our client base.
Collaborate with
senior leadership
to assess market trends, competitive landscape, and emerging opportunities.
Must-have:
A minimum of 10 years’ industry experience
Proven client acquisition skills including experience in direct sales, presentation skills, networking, and relationship building
Superior ability to host sales presentations and close deals
A passion for sales and track record of success
Excellent
attention to detail
Experience and ability to use CRM systems
Ability to
prioritize and work under deadlines
Nice-to-have:
Completion of the Canadian Securities Course (CSC)
Relevant work experience
What’s in it for you?
A
competitive salary
A
comprehensive benefits
program
Work in a rapidly growing,
dynamic
, and high-performing company within the downtown financial district
