RequiredAs a Regional Sales Consultant, Inside sales, you utilize strong knowledge of the financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focusing on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. More specifically, you will be required to:Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution and deliver strong telephone sales presentations.Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expand the reach of Desjardins Investments.Meet minimum telephone contact standards and booked meeting standards.Demonstrate effective management and prioritization of leads, timely RSD meeting follow‑up and case work (illustrations, proposals and portfolio optimization).Support featured sales campaigns by incorporating them into business plans and modifying activities as needed.Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools,



financial calculators and WebEx presentations).Partner with Regional Sales Director through effective and ongoing communication and territory planning.Follow lead of RSD with critical exposure to success outcomes of assigned territory.Work under general direction; and participate in determining objectives of the assignment (work is reviewed for adequacy in meeting objectives).What we offer*Competitive salary and annual bonusSalary range: $66 524 to $91 471 per year (Downtown Toronto)4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, secure income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableCollege diploma in a related fieldA minimum of two years of relevant experienceOther combinations of qualifications and relevant experience may be consideredSales experience in the financial services industryCanadian Securities Course/IFIAdvanced knowledge of business desktop applications Microsoft Word, Excel and OutlookAvailable for travel to support territory sales effortsAvailable to work Monday to Friday from 10:00 AM - 6:00 PM and 9:00 AM-5:00 PMCollaborates, Communicates effectively, Interpersonal Savvy, ResilientTrade 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!Job FamilyMember/client sales and service (FG)This position is actually vacant.Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.#J-18808-Ljbffr

📌 Regional Sales Consultant, Inside Sales - C$66,524 - C$91,471 A Year (Winnipeg)
🏢 Desjardins
📍 Winnipeg