Manager Regional Sales

Fidelity Canada; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Calgary is hiring a Manager, Regional Sales to oversee the sales team and optimize sales strategies. The ideal candidate will have over 5 years of sales experience, strong communication skills, and a background in training and development. This role offers a hybrid work environment along with competitive compensation and extensive benefits.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off

Qualifications

• 5+ years of experience in Sales or relevant experience in financial services.
• Experience managing, coaching, training, and developing employees, preferably in sales.
• Strong communication skills in English (verbal & written).

Responsibilities

• Manage the sales team including Business Development Associates and Managers.
• Implement a consistent territory team model to optimize sales effectiveness.
• Align with HR to attract and retain high caliber staff.

Skills

Sales Experience

Coaching Skills

Communication

Understanding of Canadian Financial Markets

Education

University Degree

Canadian Securities Course

Industry Designation (CFP, RFP, CIM, FMA, CFA)

Job description

Join to apply for the Manager, Regional Sales role at Fidelity Canada.

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Join to apply for the Manager, Regional Sales role at Fidelity Canada.

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time opportunity.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

Job Description

Please note

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time opportunity.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

How You’ll Make An Impact

The Manager, Regional Sales (MRS) will partner with the VP Regional Sales to manage the sales team including either a combination of the Business Development Associates (BDA) and Business Development Managers (BDM), or those groups individually. As well, in partnership with the CS division, they could be responsible for managing the Business Development Representatives.

The MRS advances the usage of the necessary tools and data to apply a consistent sales process to optimize each territory opportunity. They also identify and recommend best practices within and across regions and contribute to firm wide projects through assigned committees. They assist in maintaining strong relationships with universities to attract the best possible candidates.

• Facilitates the implementation of a consistent territory team model that optimizes sales team effectiveness and ensure territory team cohesiveness. Champions the structure and process within the region.
• Communicates critical information in regularly scheduled team and one on one meetings, to advance the understanding and execution of key initiatives, usage of appropriate marketing & technology tools and information to deliver high impact messages to clients. Builds partnerships across the organization to advance advisor and firm-wide priorities which could include committee participation.
• Works with the Regional Vice President and the sales teams to optimize the use and effectiveness of PM access, Due Diligence, conference participation and other events for the region. May also either host or attend client-facing events.
• Through effective hiring, coaching and performance management practices, aligns closely with Regional Vice President and HR to attract and retain the high caliber people needed to grow and maintain the business.
• Prospecting Initiative - provide effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category (PPRP, PRSP, TBQ)
• Ensuring Region is adhering to BEWG & Compliance policies. This includes expense management and monitoring and confirming all required approvals are received.

Experience

What We Are Looking For

• 5+ years of experience in Sales and / or relevant experience in financial services.
• Experience managing, coaching, training, and developing employees, preferably in sales.
• Strong communication skills in English (verbal & written)

Education

• Completion of a university degree or equivalent experience.
• Completion of Canadian Securities Course (CSC).
• A recognized industry designation (CFP, RFP, CIM, FMA, CFA), or progress towards completion.

The Expertise You Bring

• Understanding of Canadian financial markets
• Understands, communicates, and manages towards expectations and goals of business and responsibilities of the role
• Able to effectively communicate the links between individual, team, regional and business goals
• Able to create an environment and provide effective coaching where team members excel
• Sets challenging goals and communicates expectations, provides effective feedback and coaching

Additional Benefits

We offer flexible working arrangements, competitive compensation, comprehensive health benefits, parental leave top-up, home office equipment allowance, generous time off, diversity and inclusion programs, and extensive professional development opportunities.

Fidelity Canada is an equal opportunity employer and committed to diversity and inclusion. We provide accommodations upon request during the application process.

No telephone inquiries or agencies please. Only shortlisted candidates will be contacted.