Regional Sales Director, Wholesaler

Desjardins

Regional sales manager selling Desjardins Investments products to independent financial advisors. Driving territory growth, new sales, and assets under management across Greater Montreal.

Posted 8/20/2026full-timeMontréal • 🇨🇦 CanadaLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales approaches and relationship management within the financial services industry, with a strong focus on achieving sales targets and maintaining client assets. Proficient in utilizing sales tools and technology to enhance business development efforts and client engagement.

Highest-signal resume keywords

Consultative Sales ApproachRelationship ManagementSales Target AchievementInvestment Funds in Canada (IFIC) CourseCanadian Securities Course (CSC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesBusiness DevelopmentFinancial Market KnowledgeClient Relationship ManagementTerritorial Business Planning

Soft Skills

CommunicationCollaborationPrioritization

Tools & Technologies

CRMExcelFinancial CalculatorsWebExMicrosoft WordMicrosoft Outlook

Certifications & Qualifications

Investment Funds in Canada (IFIC) CourseCanadian Securities Course (CSC)

Industry Keywords

Financial ServicesInvestment SolutionsSales ConsultantIndependent Financial AdvisorsGreater Montreal Area

About the role

Key responsibilities & impact

Proactively sell and support Desjardins Investments products and services to the investment advisor community in the assigned territory
Generate new sales while maintaining assets under management
Develop and maintain relationships with independent financial advisors
Partner with the Regional Sales Consultant to design and implement the territory's executive plan
Conduct proactive one-on-one sales meetings using a consultative sales approach
Implement a territorial business plan focused on deepening existing client relationships and prospecting
Meet and exceed activity and sales targets
Manage and prioritize prospects and territory coverage
Maintain knowledge of Desjardins investment solutions, competition and financial markets
Use sales tools and technology, including CRM, Excel, hypothetical illustration tools, financial calculators and WebEx
Conduct business development activities, including branch presentations, advisor and investor seminars, and dealer conferences
Represent Desjardins Investments at industry events
Collaborate with the Regional Sales Advisor

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
Other combinations of qualifications and relevant experience may be considered
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
Knowledge of the financial services industry
Working knowledge of Microsoft Word, Excel and Outlook
Available for frequent travel within the Greater Montreal area

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
Reimbursement of telework equipment