Regional Sales Director – Investment Solutions – Outside Wholesale

Regional Sales Director – Investment Solutions – Outside Wholesale page is loaded Regional Sales Director – Investment Solutions – Outside Wholesale Apply locations Edmonton time type Full time posted on Posted 2 Days Ago job requisition id R2303536 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 Level NV-10Reporting to the VP Regional Sales, the Regional Sales Director Investment Solutions promotes and sell investment products to independent financial advisors using a solution based selling method. You act as an investment product expert, meeting with existing and potential supporters. This is a mobile role covering parts of parts of Alberta-based out of Edmonton. General Information on the Position Main responsibilities Promote multiple product lines including mutual funds, segregated funds, PPNs, ETFs and annuities to meet the needs of financial advisors Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues, or opportunities to position the right investment solution Conduct business development activities such as presentations at branch meetings, advisors, and investor seminars, participate in dealer conferences Execute a territory-based business plan focused on deepening relationships with existing supporters and engage in prospecting activities to expand the reach of Desjardins Investments Collaborate with the Regional Sales Consultant through effective and ongoing communication and territory planning Consistently meet and exceed minimum activity and sales targets Consistently demonstrate effective lead management and prioritization and territory coverage Maintain a solid knowledge of Desjardins investment solutions, the competition, and financial markets Effectively utilize provided sales tools including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators, and virtual presentations) Identify communication and training activities that could be developed to help all the producers in the network Represent Desjardins Investments at industry events. Other working conditions Have a valid driver’s license and access to a vehicle for travel The work arrangement for the position is full-time telework LI-Remote Travel: Extensive travel is required to support the territory’s sales efforts Other Relevant Information: Be able to accommodate a home office and work with a personal computer, mobile devices, and associated software Number of jobs available: 1 Qualifications Bachelor’s degree in a related field A minimum of seven years of relevant experience, including five years in sales Please note that other combinations of qualifications and relevant experience may be considered Holds a Financial Planner title CFA or CSC or CIM (an asset) Specific knowledge Knowledge of the financial services industry Working knowledge of applications (Microsoft Word, Excel, and Outlook) Complete 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 Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning Key competencies for the job Communicates effectively, Drive results, Financial acumen, Interpersonal Savvy Work Location 10215 178th Street NW Edmonton Trade Union Non Syndiqué Unposting Date 2023-04-4 Job Family Life and health insurance (FG) Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods. About us Desjardins Group is not only North America’s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first For vacant positions available in Quebec, please note that knowledge of French is required. Message for candidates Job alerts are currently unavailable, please visit the Search for Jobs section to view our current openings.