Regional Director Online Brokerage Digital Wealth - Winnipeg
Aviso Wealth
Winnipeg, Manitoba, Canada
1d ago

Aviso Wealth :

A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day.

Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer.

The Opportunity :

We’re looking for a Regional Director, Online Brokerage and Digital Wealth to join our Digital sales team.

Reporting to the VP, Online Brokerage and Digital Wealth, the Regional Director role is accountable for the development and implementation of a sales and training strategy that effectively promotes Aviso Digital Wealth’s platforms, Qtrade Investor and Virtual Wealth, within a regional sales channel as defined by the management of Aviso’s Online Brokerage and Digital Wealth.

This role serves as the key in-field representative for Aviso’s digital wealth solutions to a variety of credit union partners and wealth management firms.

The ability to build new relationships as well as solidify existing ones will also be key. As a dynamic leader in the organization, the successful candidate’s primary mandate will be to generate and support sales within our distribution network.

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

Who you are :

  • You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business
  • You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure
  • You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team
  • You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
  • You believe in sustainable financial strength, and you’re committed to long-term wealth solutions.
  • You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work
  • What your day looks like :

  • Act as the key in field relationship manager and business development representative for Aviso digital wealth to a defined regional sales channel
  • Develop and execute a comprehensive territory plan to meet and exceed agreed-upon sales targets, consistent with our overall business strategies
  • Arranges and conducts 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 Virtual Wealth
  • 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
  • Establish and build consultative relationships with the retail and wealth leaders within partnering financial institutions positioning the benefits of online brokerage and digital advice to their organization and their client base
  • Work with key internal stakeholders and manage internal relationships
  • Promote additional direct to client do-it-yourself wealth management offerings available through Aviso
  • Organize and promote special events, and reward and recognition programs, campaigns
  • Represent Aviso at financial institution partner events such as awards evenings, branch functions, client evenings, etc.
  • Involved in special projects as required; and manage expenses within an approved budget
  • Requirements

    Your experience and skills :

  • Must have a minimum of seven 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
  • 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
  • Ideally based in Winnipeg, Regina or Saskatoon
  • Benefits

    At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork.

    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 $57 billion in assets. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins.

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

    Our award-winning online brokerage, Qtrade Investor, 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 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.

    Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at

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