Regional Sales Director Investment Solutions

Regional Sales Director Investment Solutions

Desjardins is looking for a motivated and strategic Regional Sales Director, Investment Solutions to drive the growth of our investment product offerings within the province of Alberta. Based in Calgary or the immediate area, the ideal candidate brings a strong network of relationships within the IIROC and MFDA advisor communities and a deep understanding of the investment landscape. If you excel in a relationship-focused sales environment and are passionate about helping advisors succeed with innovative investment solutions, we encourage you to apply and play a key role in advancing Desjardins’ presence in the market.

More specifically, you will be required to:

• Promote and position 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.
• Develop and maintain strong, trust-based relationships with both existing and prospective advisors, with a focus on those operating within the IIROC and MFDA channels.
• Consistently meet or exceed sales and activity targets by executing a strategic and disciplined sales approach.
• Plan, schedule, and conduct regular in-person and virtual meetings with advisors to present product offerings, provide updates, and uncover new business opportunities.
• Leverage CRM tools and data analytics to identify top producers, monitor advisor engagement, and deliver personalized support and follow-up.
• Act as a subject matter expert on Desjardins investment products, offering insights, guidance, and technical expertise to help advisors grow their business.
• Design and deliver impactful group presentations, training sessions, and monthly advisor events to enhance advisor knowledge, engagement, and promotion of Desjardins Investment Solutions.
• Manage the regional sales budget effectively, ensuring optimal allocation of resources to support business development and advisor success.

• Bachelor’s degree in a related field for business, finance or economics or MBA
• A minimum of seven years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Holds or currently pursuing the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM), or a Certified Financial Planner (CFP) or equivalent.
• Experience working in investment asset management sales
• Proficiency in English due to the nature of duties or work tools and interactions with English-speaking partners, members and/or clients
• Advanced knowledge of the IIROC and MFDA advisor landscape in the Calgary, Edmonton, and surrounding area
• Available for daily in-person travel in the Alberta region, including overnight travel on a monthly basis
• Must have a valid driver’s licence and access to a vehicle

• 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

EEO Statement: At Desjardins, we believe in equity, diversity and inclusion. We are 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. 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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