Regional sales director, Wholesaler

Desjardins • Montreal, QC

5d • Hybrid

About The Position

As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop and maintain relationships with independent financial advisors. In partnership with the Regional Sales Consultant, you design and implement the territory's executive plan to meet and exceed sales and business objectives.

Requirements

• Bachelor's degree in a related field
• A minimum of six years of relevant experience, including five years in sales
• Successful completion of the Investment Funds in Canada (IFIC) course
• Successful completion of the Canadian Securities Course (CSC)
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Knowledge of the financial services industry
• Working knowledge of applications (Microsoft Word, Excel and Outlook)
• Available for frequent travel within the Greater Montreal area
• Action oriented, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Persuades, Strategic mindset

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the right investment solution
• Implement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of Desjardins Investments
• Consistently meet and exceed minimum activity and sales targets
• Consistently demonstrate effective prospect management and prioritization and territory coverage
• Maintain solid knowledge of Desjardins investment solutions, competition and financial markets
• Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations)
• Conduct business development activities such as presentations at branch meetings, advisor and investor seminars, participate in dealer conferences
• Represent Desjardins Investments at industry events
• Collaborate with the Regional Sales Advisor through effective ongoing.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior