Regional Sales Manager (Mutual Funds)
On-siteToronto, Ontario, Canada
Job Summary
Contribute to account and business plans that incorporate growth from existing and prospective clients, identifying product mix and sales strategies to maximize district targets. Develop call programs to grow sales, retain Advisors, and add new Advisors to the district. Establish strong internal and external relationships to optimize sales while monitoring daily, weekly, monthly, and year-to-date advisor fund flows to identify trends and provide retention suggestions. Provide product and sales support to cultivate relationships, proactively implement new sales ideas, and profile advisors to uncover cross-sell opportunities. Support dealers and brokers on market performance, portfolio strategies, and industry trends, while creating and delivering effective sales presentations and conference calls. Maintain accurate records of Advisor activity and ensure compliance with expense management and governance procedures. Utilize provided sales tools including CRM and Leads Module to achieve required business results. This role operates out of the Toronto office covering the Niagara Region, GTA, and Northern Ontario with occasional travel.
Required Qualifications
- Thorough knowledge of the investment industry
- Minimum of 5 years of mutual fund sales experience
- Proven sales ability with effective customer relationship building skills
- University degree or equivalent work experience
- Team player and self–starter
- Highly motivated, and results-driven
- Demonstrates a high level of independence and creativity
- Strong organizational and follow-up abilities
- Exceptional written and oral communication skills
- Effective listening skills
- Excellent presentation skills
- Ability to thrive in fast-paced challenging environment
- Proficient in Microsoft Word, PowerPoint and Excel and Salesforce
Desired Qualifications
- Advanced certification CIMA or CFA
- Bilingual communication, both written and oral, in French and English
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