Manager Regional Sales

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

Job summary

A leading financial services provider is seeking a Manager, Regional Sales in Calgary, Alberta. This regular, full-time position involves managing the sales team, optimizing sales processes, and fostering strong relationships with stakeholders. The ideal candidate has over 5 years of experience in sales or financial services, excellent coaching skills, and strong communication capabilities. This role offers a hybrid work schedule and a range of benefits, including competitive compensation and professional development opportunities.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up to 100%

Up to $650 for home office equipment

Generous time off policy

Professional development opportunities

Qualifications

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

Responsibilities

• Manage the sales team and optimize territory opportunities.
• Implement a consistent sales process and model.
• Coach Business Development Associates and Managers.

Skills

Sales management

Coaching

Communication

Financial services knowledge

Education

University degree or equivalent

Completion of Canadian Securities Course (CSC)

Industry designation (CFP, RFP, etc.)

Job description

Job Overview

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time opportunity.
• Working on a hybrid schedule.
• This is a non-commission role.

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 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. 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 ensures territory team cohesiveness.
• Communicates critical information in regularly scheduled team and one-on-one meetings to advance the understanding and execution of key initiatives.
• 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.
• 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.
• Provides effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category.
• Ensures the region is adhering to BEWG & compliance policies, including 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 toward completion.

The Expertise You Bring

• Understanding of Canadian financial markets.
• Understands, communicates, and manages toward 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.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers

• Great Place To Work® Certified

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

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.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?