Regional Sales Director, Investment Solution, Outside WholesaleJoin to apply for theRegional Sales Director, Investment Solution, Outside Wholesalerole atDesjardins5 days ago Be among the first 25 applicantsResponsibilitiesPromoting 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 recent 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 bonusSalary range : $78 058 to $114 485 per yearSalary range : $85 862 to $125 931 per year (Downtown Toronto)4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable,



stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableBachelor's degree in business, finance, economics or MBA or in a related fieldA minimum of seven years of relevant experienceExperience working in investment asset management salesHolds or currently pursuing the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designationExpert 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 clientsAdvanced knowledge of the IIROC and MFDA advisor landscape in the downtown Toronto, North York and Etobicoke regionsAdvanced knowledge of IIROC Separately Managed Account (SMA) and Unified Managed Account (UMA) dealer platformsExpert knowledge of the major bank IIROC dealershipsAvailable for daily in person travel in the Toronto regionMust have a valid driver's licence and access to a vehicleAction oriented, Communicates effectively, Customer Focus, Differences, Drive results, Financial acumen, Interpersonal Savvy, Nimble learningTrade Union (If applicable)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!Seniority levelDirectorEmployment typeFull-timeJob functionSales and Business DevelopmentIndustriesBankingJob FamilyLife and health insurance (FG)This position is actually vacant.#J-18808-Ljbffr

📌 Regional Sales Director, Investment Solution, Outside Wholesale - C$78,058 - C$125,931 A Year (Toronto)
🏢 Desjardins
📍 Toronto