Regional Sales Director, Wholesaler

We’re hiring a Regional Sales Director, Wholesaler for Montreal’s South Shore. For this role, you must have a solid understanding of the financial services industry and Desjardins’s investment products and services to proactively support investment advisors in your assigned region. You’re responsible for producing new sales while focusing on maintaining assets under management. You develop new relationships and maintain existing ones with independent financial advisors. In partnership with the regional sales advisor, you develop and implement the area’s business plan to reach and exceed sales and activity objectives. More specifically, you will be required to:

• 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

What we offer*

• 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

* Benefits apply based on eligibility criteria.
#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field

• A minimum of six years of relevant experience, including five years in sales

• Please note that other combinations of qualifications and relevant experience may be considered

• 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

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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