VP, Partnerships and Business Development, Direct Investing

VP, Partnerships and Business Development, Direct Investing

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Vice President, Partnerships & Business Development, Direct Investing to join our Direct Investing team.

Reporting to SVP, Head of Direct Investing,





the Vice President, Partnerships & Business Developments, Direct Investing will focus on generating and supporting sales within our distribution networks. As ambassador for Direct Investing business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President, Partnerships & Business Development, Direct Investing will enhance existing partner relationships and seek new prospects to build the business. The incumbent is the sales coach and leader of our national Direct Investing sales team. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/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
- Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

- Sales leader to National Sales team of business development specialists.





As part of a comprehensive National sales and activity plan, the successful candidate will oversee, coach and assist sales team members with sales strategy development and implementation to assist in achieving sales goals and territory reassignment
- Drive and seek out new institutional prospects to grow the National Accounts channel, directly bringing in new business
- Provide leadership to the overall business and build strong relationships with Aviso business unit leaders to identify cross-opportunities
- Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies and provide monthly reporting on sales activities and results
- Manage the onboarding process for new partners and provide ongoing support of partner objectives






- Develop a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio
- Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
- Proactive contributions to Aviso’s Direct Investing business initiatives and roadmap
- Establish and build relationships with senior leadership of Aviso’s largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base
- Identify partner concerns and related solutions. Lead and manage the issue resolutions internally to arrive at desired results
- Work with Service Center to ensure partner service standards are met






- Champion partner needs for enhancements to digital products and services, and ensure follow-through
- Recruit, train and coach Direct Investing Sales Team. With the support of our People & Culture team, lead the recruitment, interview process, selection and training of new sales team members
- Promote Aviso’s investment management and insurance offerings as opportunities arise
- Leadership role in the ongoing development of sales materials and presentations
- Involved in special projects as required
- Manage expenses and those of your team members within an approved budget

Requirements

Your experience and skills:

- Proven sales leadership as a sales coach/motivator and in the B2B space is an asset
- Minimum 15 years experience as sales leader and in wealth management sector






- Ability to think strategically and execute tactically with brilliance
- Strong knowledge of sales management and coaching principles with a track record of applying the knowledge
- Effective negotiator, with the ability to manage complex and critical issues
- Deep knowledge of wealth management specifically in the areas of online brokerage and robo-advice businesses, financial planning and investment management
- Strong business acumen in business development, relationship management, cross functional teams, entrepreneurial mindset and a bottom-line orientation
- Extensive and meaningful relationships within the Canadian investment and wealth management industry particularly amongst credit unions and has strong relationships in the industry
- Excellent verbal and written communication skills,





presentation skills, and inter-personal skills
- Successful at building long-lasting respected relationships with senior leaders
- Demonstrated and proved experience in developing new business opportunities with potential partner companies and a hunter mentality
- Effective influencer and builds quick credibility with external and internal partners
- Proficiency in Salesforce, PowerPoint, Excel and Word
- Ability to Travel

Benefits

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 is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $195,000 - $210,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

▶️ VP, Partnerships and Business Development, Direct Investing
🖊️ Aviso Wealth
📍 Toronto