Regional Sales Director, Wholesaler

Desjardins

. Proactively hold one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to promote the right investment solution.

Posted 4/8/2026full-timeMontréal • 🇨🇦 CanadaLeadWebsite

About the role

Key responsibilities & impact

Proactively hold one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to promote the right investment solution.
Carry out a business plan for the area that focuses on deepening existing client relationships and engage in prospecting activities to expand the scope of Desjardins’s investment solutions.
Consistently achieve and exceed minimum activity and sales objectives.
Continually demonstrate efficient management and prioritization of prospects and area coverage.
Maintain a solid understanding of Desjardins’s investment solutions, competitors and financial markets.
Effectively use the sales tools provided (CRM, Excel to perform, monitor and analyze the effectiveness/impact of targeted sales campaigns, hypothetical illustration tools, financial calculators and Webex presentations).
Carry out business development activities such as giving presentations at branch meetings, leading seminars for advisors and investors and attending dealer conferences.
Represent Desjardins at industry-related events.
Work with the regional sales advisor through effective, ongoing communication and area planning

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience, including five years in sales
Canadian Investment Funds Course
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
Advanced knowledge of the financial services industry
Knowledge of Microsoft Word, Excel and Outlook
Available for frequent travel on Montreal’s South Shore

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative salesbusiness developmentsales objectivesfinancial analysisinvestment solutionssales campaign analysispresentation skillsclient relationship managementprospectingfinancial calculators

Soft Skills

communicationprioritizationmanagementrelationship buildingproblem-solvingorganizational skillsteam collaborationadaptabilitynegotiationleadership

Certifications

Bachelor's degreeCanadian Investment Funds Course