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Desjardins

Territory Sales Coordinator

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Sep 29, 2026

Original 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. 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. 

#LI-Hybrid, #ON04-

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-14

Apply About employer

More about this job

Responsibilities

The Territory Sales Coordinator assists wholesaling teams with sales reporting, territory management, and maintaining business relationships with Investment Advisors. They also facilitate sales activities, organize client events, and ensure compliance with industry sales practice rules.

Requirements

Candidates must hold a college diploma in a related field and possess either the IFIC mutual funds course or CSC certification. Basic knowledge of the investment industry and sales/marketing principles is required.

Skills

Sales reporting
Territory management
Business development
Client relations
CRM
Communication skills
Interpersonal savvy
Investment proposals
Portfolio comparisons
Marketing support
Compliance
Sales lead follow-up
Customer focus
Situational adaptability
Action oriented

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Sales
Business development
Wholesaling
CRM
Investment industry
Mutual funds
Marketing
Compliance
Portfolio management
Client relations
Territory management
Sales reporting
Investment advisors
Hybrid work
Financial services
Sales support
Promotional activities
Dealer support
National Instrument 81-105
Investment proposals

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