Regional sales director, Wholesaler
HybridMontréal, Quebec, Canada
Job Summary
Conduct proactive one-on-one sales meetings using a consultative approach to identify needs and position investment solutions for the assigned territory. Implement a territorial business plan focused on deepening relationships with existing clients and expanding reach through prospecting activities. Consistently meet and exceed minimum activity and sales targets while maintaining assets under management. Effectively utilize sales tools including CRM, Excel, and WebEx presentations to track and analyze campaign effectiveness. Represent Desjardins Investments at industry events, branch meetings, and dealer conferences. Bachelor's degree, six years of sales experience, and required financial industry certifications are necessary. French language knowledge is required.
Required Qualifications
- Bachelor's degree in a related field
- A minimum of six years of relevant experience, including five years in sales
- 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 due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Knowledge of the financial services industry
- Working knowledge of applications (Microsoft Word, Excel and Outlook)
- Available for frequent travel within the Greater Montreal area
Desired Qualifications
- Action oriented
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Persuades
- Strategic mindset
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