Territory Sales Coordinator

Desjardins; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

Job summary

Desjardins in Toronto is seeking a Territory Sales Coordinator to support wholesale teams with sales reporting and territory management. You will assist Investment Advisors and branches, manage CRM records, and help maintain member and client relationships.

You will organize meetings, branch presentations, inquiries, and plan client events with Marketing, while backing the team's sales lead and marketing promotions within the territory. Strong communication is essential.

Qualifications

• College diploma in a related field is required.
• IFIC mutual funds course or CSC certification is preferred.
• Basic knowledge of business, sales and/or marketing.
• Basic knowledge of the investment industry.

Responsibilities

• Facilitate access to Investment Advisors and branches within the defined sales territory and coordinate meetings and branch presentations.
• Maintain CRM records with up-to-date mailing, email, phone and fax details and ensure advisors are properly assigned.
• Maintain regular contact with Investment Advisors via phone, mail, email, fax, and conference calls.
• Plan client appreciation events and coordinate with Marketing for promotions and events.
• Support dealer co-op marketing processes from start to finish in compliance with NI 81-105 rules.
• Assist with investment proposals, portfolio and product comparisons.

Skills

Action oriented

Communicates effectively

Customer focus

Interpersonal savvY

Nimble learning

Situational adaptability

Education

College diploma in a related field

IFIC mutual funds course or CSC

Job description

Required

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. More specifically, you will be required to:

• 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.

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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

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-14

This position is actually vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.