What are the responsibilities and job description for the District Vice President position at Jobgether?
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a District Vice President based in Canada.
This senior leadership role is responsible for driving regional sales performance and expanding investment distribution across a defined territory. The position focuses on building strong, long-term relationships with financial advisors while positioning a broad suite of investment solutions. It plays a key role in shaping sales strategy, accelerating revenue growth, and strengthening market presence in a highly competitive financial services environment. Working closely with internal wholesalers and cross-functional partners, the role ensures consistent execution of sales initiatives and advisor engagement strategies. It requires a balance of strategic thinking and hands-on field execution, with frequent advisor interaction both virtually and in person. This is an opportunity to influence business growth at scale while contributing to a high-performance, client-focused culture.
\nLead regional sales execution by developing and implementing strategies to grow investment product distribution across financial advisor channels.
- Drive achievement of ambitious sales targets, production goals, and territory growth objectives
- Build, maintain, and expand relationships with financial advisors and strategic partners within the assigned region
- Deliver value-added insights, market perspectives, and product expertise to support advisor business development
- Conduct advisor engagements, presentations, and seminars to promote investment solutions
- Collaborate closely with internal wholesalers, coordinators, and cross-functional teams to optimize sales outcomes
- Track, document, and manage all advisor interactions using CRM tools and ensure disciplined territory management
- Share best practices, market intelligence, and sales strategies with internal peers and external partners
Requirements
This role requires strong experience in investment sales within the financial services industry, with a proven ability to manage advisor relationships and drive revenue growth.
- 5 years of experience in investment sales or related financial services roles
- Strong understanding of capital markets, mutual funds, ETFs, and managed investment platforms
- Experience working with regulated investment channels (e.g., MFDA, IIROC or equivalent)
- Completion of relevant financial certifications (e.g., IFIC or CSC preferred)
- Demonstrated success in sales planning, territory management, and business development
- Strong communication, presentation, and relationship-building skills
- High level of organization, self-motivation, and ability to work independently in a field-based role
- Proficiency with CRM systems and standard business tools
Benefits
- Competitive compensation with performance-based incentives and bonus opportunities
- Comprehensive health, dental, vision, and mental health coverage
- Retirement savings plans and long-term financial security programs
- Flexible work environment with remote and field-based autonomy
- Paid time off, personal days, and wellbeing-focused benefits
- Continuous learning and career development opportunities
- Inclusive, collaborative, and growth-oriented culture
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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