District Sales Leader growing Softchoice’s B2B technology solutions business in Toronto. Building sales teams, expanding partner relationships, and delivering customer - focused cloud and digital workplace services.
About the role
- Regional sales director selling Desjardins Investments products to Montréal financial advisors. Driving territory growth, advisor relationships, prospecting, and investment-product sales.
Responsibilities
- Proactively sell and support Desjardins Investments products and services to the investment advisor community in the assigned territory
- Generate new sales while maintaining assets under management
- Develop and maintain relationships with independent financial advisors
- Design and implement the territory's executive plan with the Regional Sales Consultant
- Conduct proactive one-on-one sales meetings using a consultative sales approach
- Implement a territorial business plan focused on existing-client relationships and prospecting
- Meet and exceed minimum activity and sales targets
- Manage and prioritize prospects and territory coverage
- Maintain knowledge of Desjardins investment solutions, competition and financial markets
- Use CRM, Excel, financial calculators, hypothetical illustration tools and WebEx presentations
- Conduct presentations at branch meetings, advisor and investor seminars, and participate in dealer conferences
- Represent Desjardins Investments at industry events
- Collaborate with the Regional Sales Advisor
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience, including five years in sales
- Other combinations of qualifications and relevant experience may be considered
- 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
- Knowledge of the financial services industry
- Working knowledge of Microsoft Word, Excel and Outlook
- Available for frequent travel within the Greater Montreal area
Benefits
- 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
- Reimbursement of telework equipment
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