Desjardins

Regional Sales Director, Wholesaler

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Montréal • Canada

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Job Level

Lead

About the role

  • 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

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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