Regional Sales Consultant, Inside Sales

Desjardins

Regional Sales Consultant engaging with Investment Advisors within assigned territories at Desjardins. Focus on cultivating sales, retaining AUM, and supporting business relationships.

Posted 5/15/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).
Enhance and cultivate new sales while focused on retaining AUM.
Design and implement territory business plans to reach and surpass sales and activity targets.
Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities.
Position the right investment solution and deliver strong telephone sales presentations.
Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expand the reach of Desjardins Investments.
Meet minimum telephone contact standards and booked meeting standards.
Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work.
Support featured sales campaigns by incorporating them into business plans and modifying activities as needed.
Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns).

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
Sales experience in the financial services industry
Canadian Securities Course/ IFI
Advance knowledge of business desktop applications Microsoft Word, Excel and Outlook
Available for travel to support territory sales efforts
Available to work Monday to Friday from 10:00 AM - 6:00 PM and 9:00 AM-5:00 PM

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

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

Hard Skills & Tools

salesconsultative salesterritory business planninglead managementsales presentationsprospectingAUM retentionsales campaign analysisfinancial services knowledgeinvestment solutions

Soft Skills

relationship buildingcommunicationprioritizationproblem-solvingtime management

Certifications

College diplomaCanadian Securities CourseIFI