Director, Inside Sales
Aviso Wealth
Toronto, Ontario, CA
6d 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 Director, Inside Sales to join our Asset Management team.

Reporting to the VP, Co-Head of National Sales the Director of Inside Sales will manage a large team of sales professionals to ensure that they have the proper training, mentoring and tools needed to help grow our partnership with Advisors in our Credit Union and Intermediary distribution channels.

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 :

  • Hire, Develop & Manage a team of Inside Sales and Business Development team
  • Ensure delivery of monthly, quarterly and annual sales goals and manage a weekly revenue forecast and ownership of sales and activity reporting
  • Rollout sales business rules, practices and policies to sales territories
  • Suggest and implement improvements in the sales administrations process
  • Offer continuous development and training to a large team of sales professionals
  • Build an open-communication environment for your team
  • Research and discover methods to increase customer engagement
  • Liaise with Marketing and Product Development departments to ensure brand consistency and increase sales
  • Ensure sales, finance and legal policies and procedures are met
  • Oversee ongoing sales events
  • Requirements

    Your experience and skills :

  • Bachelor’s Degree
  • 10+ years of sales experience
  • 4+ years of sales management experience
  • Must be able to articulate success in hiring, managing and motivating a sales team
  • Excellent written and oral communication skills
  • Proven experience partnering with advisors at the retail level
  • Successful track record in sales-driven environments and superior leadership skills
  • Demonstrated experience forecasting revenue
  • 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 approximately $65 billion in assets under administration and management .

    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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