Regional Sales Director, Investment Solution, Outside Wholesale
Top Benefits
About the role
Desjardins is looking for a motivated and strategic Regional Sales Director, Investment Solutions, Outside Wholesale, to drive the growth of our investment product offerings within the greater Toronto area. Based in the downtown Toronto region, the ideal candidate brings a strong network of relationships within the IIROC and MFDA advisor communities and a deep understanding of the investment landscape. If you excel in a relationship-focused sales environment and are passionate about helping advisors succeed with innovative investment solutions, we encourage you to apply and play a key role in advancing Desjardins’ presence in the market. More specifically, you will be required to:
- Promoting and positioning Desjardins investment solutions—including Mutual Funds, Principal Protected Notes (PPNs), and Exchange-Traded Funds (ETFs)—to meet the evolving needs of independent financial advisors across all intermediary networks.
- Building and maintaining strong, trust based relationships with both existing and prospective advisors, with a focus on those operating within the IIROC and MFDA channels.
- Driving new retail investment sales, particularly within IIROC markets.
- Consistently achieving or exceeding sales and activity targets by executing a strategic, disciplined, and market aligned sales approach tailored to the downtown Toronto market.
- Planning, scheduling, and conducting regular in person and virtual meetings with advisors to present product offerings, share updates, and identify new business opportunities.
- Leveraging CRM tools and data analytics to identify top producers, track advisor engagement, and deliver personalized support and timely follow-ups .
- Acting as a subject matter expert on Desjardins investment products, providing advisors with insights, technical expertise, and guidance to help them strengthen and grow their practices.
- Designing and delivering impactful group presentations, training sessions, and monthly advisor events to enhance advisor knowledge, engagement, and promotion of Desjardins Investment Solutions.
- Managing the regional sales budget effectively, ensuring resources are allocated strategically to support business development and advisor success.
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.
What you bring to the table
- Bachelor's degree in business, finance, economics or MBA or in a related field
- A minimum of seven years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Experience working in investment asset management sales
- Holds or currently pursuing the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
- Expert proficiency in 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 IIROC and MFDA advisor landscape in the downtown Toronto, North York and Etobicoke regions
- Advanced knowledge of IIROC Separately Managed Account (SMA) and Unified Managed Account (UMA) dealer platforms
- Expert knowledge of the major bank IIROC dealerships
- Available for daily in person travel in the Toronto region
- Must have a valid driver's licence and access to a vehicle
If you have these skills and experience and would like to work for a top employer, apply now.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
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Regional Sales Director, Investment Solution, Outside Wholesale
Top Benefits
About the role
Desjardins is looking for a motivated and strategic Regional Sales Director, Investment Solutions, Outside Wholesale, to drive the growth of our investment product offerings within the greater Toronto area. Based in the downtown Toronto region, the ideal candidate brings a strong network of relationships within the IIROC and MFDA advisor communities and a deep understanding of the investment landscape. If you excel in a relationship-focused sales environment and are passionate about helping advisors succeed with innovative investment solutions, we encourage you to apply and play a key role in advancing Desjardins’ presence in the market. More specifically, you will be required to:
- Promoting and positioning Desjardins investment solutions—including Mutual Funds, Principal Protected Notes (PPNs), and Exchange-Traded Funds (ETFs)—to meet the evolving needs of independent financial advisors across all intermediary networks.
- Building and maintaining strong, trust based relationships with both existing and prospective advisors, with a focus on those operating within the IIROC and MFDA channels.
- Driving new retail investment sales, particularly within IIROC markets.
- Consistently achieving or exceeding sales and activity targets by executing a strategic, disciplined, and market aligned sales approach tailored to the downtown Toronto market.
- Planning, scheduling, and conducting regular in person and virtual meetings with advisors to present product offerings, share updates, and identify new business opportunities.
- Leveraging CRM tools and data analytics to identify top producers, track advisor engagement, and deliver personalized support and timely follow-ups .
- Acting as a subject matter expert on Desjardins investment products, providing advisors with insights, technical expertise, and guidance to help them strengthen and grow their practices.
- Designing and delivering impactful group presentations, training sessions, and monthly advisor events to enhance advisor knowledge, engagement, and promotion of Desjardins Investment Solutions.
- Managing the regional sales budget effectively, ensuring resources are allocated strategically to support business development and advisor success.
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.
What you bring to the table
- Bachelor's degree in business, finance, economics or MBA or in a related field
- A minimum of seven years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Experience working in investment asset management sales
- Holds or currently pursuing the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
- Expert proficiency in 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 IIROC and MFDA advisor landscape in the downtown Toronto, North York and Etobicoke regions
- Advanced knowledge of IIROC Separately Managed Account (SMA) and Unified Managed Account (UMA) dealer platforms
- Expert knowledge of the major bank IIROC dealerships
- Available for daily in person travel in the Toronto region
- Must have a valid driver's licence and access to a vehicle
If you have these skills and experience and would like to work for a top employer, apply now.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.