Manager Regional Sales

Fidelity Investments; Calgary; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Calgary is seeking a Manager, Regional Sales to lead the sales team and enhance business opportunities. This role requires strong sales experience and the ability to coach and develop staff. The ideal candidate has over 5 years in sales, excellent communication skills, and relevant industry designations. Flexible working arrangements and competitive benefits are offered.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up

Up to $650 for home office equipment

Generous time off policy

Professional development opportunities

Qualifications

• 5+ years of experience in Sales and/or financial services.
• Proven ability to manage, coach, and develop a team.
• Effective communication skills, both verbal and written.

Responsibilities

• Manage the sales team and optimize territory opportunities.
• Facilitate relationship building and maintain compliance.
• Lead training and performance management for team development.

Skills

Sales and financial services experience

Strong communication skills

Coaching and team development

Education

Completion of a university degree

Canadian Securities Course (CSC)

Recognized industry designation (e.g., CFP, CFA)

Job description

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.

What We Are Looking For :

Experience

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

Some of the ways we will help you feel valued and supported as part of our team :

Flexible working arrangements.

Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.

Parental leave top-up to 100% of your salary for a period of 25 weeks.

Up to $650 for home office equipment.

Generous time off policy, including two paid days annually to volunteer at a charity of your choice.

Diversity and inclusion programs, including an active network of Employee Resource Groups.

Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.