Territory Sales Coordinator

As a territory sales coordinator, you will assist in the business development efforts of the wholesaling teams and will Report to the Regional Vice-President but provide support to the Regional Sales Director with multiple tasks focused on territory management. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:

• Facilitate access to Investment Advisors and branches within the defined sales territory, working closely with them to ensure that all Investment Advisors in the territory are being covered.  This includes supplementing their efforts at scheduling and confirming regular one-on-one meetings and branch presentations when needed, responding to basic inquiries from advisors, maintaining current records in CRM i.e. mailing & e-mail addresses, phone numbers and ensuring that advisors are properly assigned to the team they belong to

• Assist the RSD/RSC in maintaining regular contact with Investment Advisors via telephone, mail, e-mail, and conference calls with guidance from Sales Management Team AND proactively plan and organize activities such as client appreciation events: golf, dinner, theatre, sports events on behalf of your team.

• Assist RSD/RSC in strengthening relationships with Investment Advisors through business promotion activities

• Administer dealer support requests based on approval from RSD/RSC, taking ownership over the co-op marketing process from start to finish.  Ensure compliance with National Instrument 81-105 Mutual Fund Sales Practice Rules by following Desjardins’ policies & procedures

• Act as a conduit to all sales/marketing activities to ensure maximum impact in the defined sales territory.  This includes “championing” service issues, preparing the RSD/RSC for one-on-one meetings and branch presentations, fulfilling “promotional item” requests and marketing material requests, and quarterbacking sales lead and follow-up programs, CE credit completion 

• Help the team with investment proposals, portfolio comparisons and product comparisons.

• Support the Regional Sales Director in completing their monthly expenses to ensure timeliness and accuracy 

• Provide Sales Management with dynamic and recurring reporting 

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.

#LI-Hybrid #ON04-

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• IFIC mutual funds course or CSC

• Basic knowledge of business, sales and/or marketing

• Basic knowledge of the investment industry

• Available to travel up to 15% of the year

Trade 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!

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