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VP Sales and Relationship Management

Toronto, ON

Job ID: 14124 Type: OS - Admin & Corporate Services

Our client is a well-respected firm in the financial services industry.  They have a reputation for having an outstanding corporate culture that values and empowers their employees.  They offer an outstanding compensation package including base plus bonus and a very generous RSP, gym membership and a telecommuting work schedule. Due to continued growth they are currently looking for a VP, Sales and Relationship Management who is a strong leader and a strategic visionary.

 In this role you will be responsible for a team of sales professionals (1 to 3) focused on executing strategies to increase business revenue through new client acquisition and developing long term client relationships for assigned segments and regions through collaborating with internal partners to drive lead flow and market opportunity at every phase of the sale. You will deliver presentations at industry events and conferences, drive the sales process through managing pipelines to attain sales goals, identify prospects through a consultative sales process and use your strong knowledge of the business to move opportunities through the sales process.  You will also lead a sales team in achieving a relationship management strategy for their book of business by coaching and mentoring them on client issues and complex challenges and communicating sales goals.  The ideal candidate will have a strong background in the brokerage or investment/wealth management industry with the following credentials:


  • Completion of Bachelor Degree
  • More than 10 years’ experience in a sales role with proven sales success, within Financial services industry preferably in wealth management
  • A minimum of 5 years’ experience in a sales leadership role
  • CFA, CSC, CIM is an asset
  • Bilingualism in French is an asset
  • Expertise in prospecting strategies
  • Knowledge of techniques for sales closings and agreements
  • Strong experience in sales proposals/presentations
  • Expert knowledge of clients and products and services


Please forward resumes to: Shelley Hogan at:

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