Regional Sales Director, Wholesaler

4 weeks ago

Montreal, Canada Desjardins Full time

As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop and maintain relationships with independent financial advisors. In partnership with the Regional Sales Consultant, you design and implement the territory's executive plan to meet and exceed sales and business objectives. More specifically, you will be required to:

  1. Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the right investment solution.
  2. Implement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of Desjardins Investments.
  3. Consistently meet and exceed minimum activity and sales targets.
  4. Consistently demonstrate effective prospect management and prioritization and territory coverage.
  5. Maintain solid knowledge of Desjardins investment solutions, competition and financial markets.
  6. Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations).
  7. Conduct business development activities such as presentations at branch meetings, advisor and investor seminars, participate in dealer conferences.
  8. Represent Desjardins Investments at industry events.
  9. Collaborate with the Regional Sales Advisor through effective ongoing communication and territory planning.

What we offer:

  1. Competitive salary and annual bonus.
  2. 4 weeks of flexible vacation starting in the first year.
  3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
  4. Group insurance including telemedicine.
  5. Reimbursement of health and wellness expenses and telework equipment.

Benefits apply based on eligibility criteria.

What you bring to the table:

  1. Bachelor's degree in an appropriate discipline.
  2. A minimum of six years relevant experience, including five years in sales.
  3. Please note that other combinations of qualifications and relevant experience may be considered.
  4. Successful completion of the Investment Funds in Canada (IFIC) course.
  5. Knowledge of French is required.
  6. Knowledge of the financial services industry.
  7. Working knowledge of applications (Microsoft Word, Excel and Outlook).
  8. Available for extensive travel is required to support territory sales efforts.

Interpersonal Savvy, Persuades, Strategic mindset.

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

#J-18808-Ljbffr

  • Regional Sales Director, Wholesaler

    3 weeks ago

    Montreal, Canada Desjardins Group Full time

    p>As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. In partnership...

  • Regional Sales Director, Wholesaler

    4 weeks ago

    Montreal, Canada Desjardins Full time

    As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop...

  • Regional Sales Director, Wholesaler

    3 weeks ago

    Montreal, Canada Desjardins Group Full time

    As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop...

  • Regional Sales Director, Wholesaler

    3 weeks ago

    Montreal, Canada Desjardins Group Full time

    As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop...

  • Senior Sales Strategist

    4 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    Job SummaryAs a Regional Sales Director, you will play a key role in driving sales growth and expansion in the wholesale market. The ideal candidate will have a strong understanding of the financial services industry and Desjardins Investments products and services.Key ResponsibilitiesDevelop and implement a territorial business plan to meet and exceed sales...

  • Regional Sales Director

    1 month ago

    Montreal, Quebec, Canada Tbwa ChiatDay Inc Full time

    Job Title: Regional Sales DirectorWe are seeking a highly motivated and experienced Regional Sales Director to join our team in Montreal, Canada. As a key member of our sales leadership team, you will be responsible for driving new business acquisition and revenue growth in eastern Canada, including Quebec, Newfoundland, Nova Scotia, New Brunswick, and...

  • regional sales director

    6 months ago

    Montreal, Canada Ayming Canada.Inc Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 37.5 hours per weekEducation: Expérience: EducationBachelor's degreeWork settingConsulting firmTasksArrange training for staffConduct performance reviewsOversee payroll administrationPlan and control budget and expendituresWork with the marketing department to understand and...

  • Director of Sales Strategy and Operations

    2 weeks ago

    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job OverviewSociété Financière Manuvie is seeking a highly skilled Director of Sales Strategy and Operations to join our team. As a key member of our leadership, you will be responsible for driving sales growth and improving operational efficiency across the Quebec market.About the RoleWe are looking for a seasoned professional with 8-10 years of...

  • Regional Sales Director for Industrial Automation Solutions

    2 weeks ago

    Montreal, Quebec, Canada Mecademic Full time

    About MecademicMecademic Inc., a leading provider of compact robotics solutions, is expanding its presence in the United States.Job SummaryWe are seeking an experienced Regional Sales Director to lead business development and sales efforts in the Midwest region. The ideal candidate will have expertise in large account management, automation sales, and a...

  • Regional Director, Event Sales

    6 months ago

    Montreal, Canada Auberge du Pommier Full time

    Company Description The Regional Sales Director Role at O&B is a unique combination of sales and people management. The regional director is responsible for properties across Canada, which can change based on needs of the overall business. The Regional Director is responsible for managing the health of their assigned business units. From a financial...

  • Regional Sales Director for Automation Solutions

    1 week ago

    Montreal, Quebec, Canada Mecademic Full time

    Mecademic, a leading robotics firm, is expanding its presence in the US and seeks an experienced Regional Sales Director to drive business development and sales efforts in the Midwest region.About Us:We empower major leaps in automation within the smallest footprint possible. As a global supplier of compact robotics solutions, we specialize in transforming...

  • Regional Sales Director

    4 months ago

    Montreal, Canada Safilo USA Full time

    OVERVIEW The Canada – Regional Sales Director reports to the SVP of Sales, NA Optical Channels and oversees a team of Regional Sales Managers and Agents, helping them grow and developing their assigned territories. The Director should be highly driven, preferably with in-depth knowledge of the customer base and industry landscape. She/He must also be an...

  • Regional Sales Director

    2 months ago

    Montreal, Canada Safilo USA Full time

    OVERVIEW The Canada – Regional Sales Director reports to the SVP of Sales, NA Optical Channels and oversees a team of Regional Sales Managers and Agents, helping them grow and developing their assigned territories. The Director should be highly driven, preferably with in-depth knowledge of the customer base and industry landscape. She/He must also be an...

  • Bilingual Regional Sales Director

    1 month ago

    Montreal, Quebec, Canada Tbwa ChiatDay Inc Full time

    Job Title: Regional Sales DirectorVerkada is the largest cloud-based B2B physical security platform company in the world. Our innovative solutions empower organizations to take control of their physical environment, minimizing security risks and improving the comfort and safety of people within their spaces.Key Responsibilities:Lead a high-performing team of...

  • Sales Director

    1 month ago

    Montreal, Quebec, Canada Cogent Communications Full time

    Cogent Communications is a leading global ISP, consistently ranked as one of the top five networks in the world. We provide high-speed Internet access and Ethernet transport services to businesses worldwide.The Sales Director will lead a team of 7 to 10 Regional, National, and Global Account Managers. The Sales Director will develop and execute a sales...

  • Regional Sales Director

    3 weeks ago

    Montreal, Quebec, Canada Cellcom Communications Full time $68,000

    Regional Sales Manager PositionFounded in 1985, Cellcom Communications stands out for its leadership and strong growth. We are seeking a Regional Sales Manager to oversee store operations in the Greater Montreal area.Key Responsibilities:Ensure consistency and quality of customer experience across all district points of saleAct as a mentor and resource for...

  • District Sales Manager

    4 weeks ago

    Montreal, Quebec, Canada Ferrero Full time

    Job OverviewFerrero Canada is seeking a highly skilled District Sales Manager to lead the retail and wholesale segment in the Quebec region. As a key member of our sales team, you will be responsible for optimizing Ferrero Canada's penetration in the Canadian retail market.Main ResponsibilitiesPromotionDevelop and execute promotional plans to achieve...

  • Director of Retail Accounts

    2 weeks ago

    Montreal, Quebec, Canada Société Financière Manuvie Full time

    The Director of Retail Accounts will be responsible for the support and execution of the retail accounts strategy in the Quebec market. The role focuses on growing insurance and wealth solutions sales through strategic directives to maximize opportunities and ensure efficient and effective support models.Key Responsibilities:Retail Account Oversight:The...

  • Bilingual Regional Sales Director

    1 month ago

    Montreal, Canada Tbwa ChiatDay Inc Full time

    p>Verkada is the largest cloud-based B2B physical security platform company in the world. Only Verkada offers six product lines — video security cameras, access control, environmental sensors, alarms, workplace and intercoms — integrated with a single cloud-based software platform.Designed with simplicity and scalability in mind, Verkada gives...

  • Strategic Director for Retail Partnerships

    2 weeks ago

    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Director of Retail Accounts - Québec Market Job DescriptionThe Director of Retail Accounts - Québec Market is a pivotal role within our organization, responsible for supporting and executing the retail accounts strategy. This position will be accountable for driving our leadership, performance management, and engagement initiatives with distribution...