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.
NV-04As a territory sales coordinator you will assist in the business development efforts of 5 wholesaling teams and will work closely with the national inside sales manager with multiple tasks involving sales reporting and 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.
General Information on the Position
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 & FAX 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, FAX, and conference calls with guidance from Sales Management Team.
Assist RSD/RSC in strengthening relationships with Investment Advisors through business promotion activities. Proactively plan and organize activities such as client appreciation events: golf, dinner, theatre, sports events on behalf of your team, with the assistance of Marketing.
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.
Administer a budget and sales/marketing plan on behalf of team, maintaining accurate and current records as well as reviewing expense reports
Help the team with investment proposals, portfolio comparisons and product comparisons.
Other working conditions
Workplace: Calgary or Toronto, depending on the candidate’s preference
Number of job available: 1
Attestation of College Studies in a related field
Undergraduate degree or College diploma (an asset)
A minimum of two years of relevant experience
Previous experience in business, sales and/or marketing
Previous experience in the investment industry
Please note that other combinations of qualifications and relevant experience may be considered.
IFIC mutual funds course or CSC (preferred)
For vacant positions available in Quebec, please note that knowledge of French is required.