Grossiste interne

Collaborate with a Vice-President of Sales to manage a defined territory, working closely with the Regional Sales Representative, setting daily priorities, and taking direct responsibility for achieving territory sales objectives and internal sales performance indicators (KPIs).,Generate and develop business through proactive outbound prospecting, daily telephone and videoconference contact with advisors, developing existing relationships, identifying new business opportunities, and supporting asset growth and retention.,Perform daily calls related to purchases and redemptions to monitor trends, identify prospects and initial investments, and provide actionable analysis to support the sales strategy.,Leverage strong product and industry expertise to understand advisor business needs and propose tailored solutions that promote sales and lasting relationships.,Support the Vice-President of Sales by following up on meetings, regional tours, events, and webinars, as well as contributing to client segmentation, defining service levels, and developing and quarterly reviewing the annual territory business plan.,Coordinate and promote regional marketing initiatives, including outbound call campaigns for regional tours and events, to ensure strong participation, high engagement, and effective post-event follow-up.,Manage data, reports, and client support materials by maintaining accurate information on products, policies, and procedures; preparing fund comparisons and analyses using Morningstar Report Portal and YCharts; and creating electronic communications for advisors and internal stakeholders.,Participate in national, regional, departmental, and project meetings, sharing feedback, market insights, and business intelligence with the sales team.,Quickly escalate client issues to the appropriate departments and the Vice-President of Sales, and contribute to special projects as needed, including occasional evening or weekend events.

3 to 5 years of experience in the financial sector.,Bachelor's degree in commerce, finance, business administration, or economics.,Excellent written and verbal communication skills, with the ability to convey information clearly and effectively to internal and external stakeholders.,Proactive approach and ability to build strong client relationships.,Strong sales acumen and a clear results orientation.,Solid organizational skills and proven ability to manage priorities.,Collaborative spirit and ability to perform under pressure.,High autonomy and natural leadership, proactive and able to anticipate needs to advance work with minimal supervision.,Flexibility and adaptability, with availability to work extended hours and undertake limited travel to support territory events and client meetings.,Holds the CSC designation (mandatory); IFIC, CIM, CFP, or CFA designations are considered assets.,Proficiency in Morningstar Report Portal, YCharts, and Salesforce tools.

Bachelor's Degree

Occasional travel for events and client meetings,Availability to work extended hours,Occasional evening or weekend events