Territory Sales Coordinator

Desjardins Group; Toronto; Hybrid; CAD 60,000 - 95,000; Full time

Benefits offered by this job

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Health and wellness expense reimburse

Accessible recruitment accommodations

Job summary

Desjardins Group is seeking a Territory Sales Coordinator to support business development for wholesaling teams and work with the national inside sales manager across reporting and territory management. You will assist members and clients, cultivate relationships, and ensure service quality aligned with Desjardins standards.

This role involves coordinating access to Investment Advisors, supporting branch presentations, and planning client events with marketing.

Qualifications

• College diploma in a related field is required.
• IFIC mutual funds course or CSC preferred.
• Basic knowledge of business, sales and/or marketing.
• Basic knowledge of the investment industry.
• Strong communication, customer focus and interpersonal skills; adaptable and inclusive.

Responsibilities

• Facilitate access to Investment Advisors and branches within the defined territory.
• Maintain CRM records including mailing, email, phone, and FAX numbers; ensure advisors are correctly assigned.
• Assist RSD/RSC in maintaining contact with Investment Advisors via calls, email and events.
• Promote relationships with Investment Advisors through business development activities.
• Support co-op marketing processes from start to finish and manage dealer support requests.

Skills

Sales basics

Marketing basics

Interpersonal savvy

Customer focus

Communication skills

Adaptability

Diversity & inclusion

Investment knowledge

Education

College diploma in a related field

IFIC mutual funds course or CSC

Job description

As a territory sales coordinator, you will assist in the business development efforts of the 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.

Responsibilities

• 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 AND 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.
• Assist RSD/RSC in strengthening relationships with Investment Advisors through business promotion activities.
• 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.
• Help the team with investment proposals, portfolio comparisons and product comparisons.

What we offer

• 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.

What you bring to the table

• College diploma in a related field
• Please note that other combinations of qualifications and relevant experience may be considered
• IFIC mutual funds course or CSC
• Basic knowledge of business, sales and/or marketing
• Basic knowledge of the investment industry
• Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility

Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're 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. At Desjardins, 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!

#LI-Hybrid, #ON04-

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.