Territory Sales Coordinator

Desjardins

. Assist wholesaling teams with business development efforts .

Posted 9/29/2026full-timeToronto • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong capabilities in business development, client relationship management, and compliance with industry regulations. Proficient in coordinating sales and marketing activities while effectively communicating with stakeholders.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementSales ReportingInvestment Industry KnowledgeCompliance with National Instrument 81-105

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementCRM ManagementInvestment ProposalsPortfolio ComparisonsProduct Comparisons

Soft Skills

Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability

Certifications & Qualifications

IFIC Mutual Funds CourseCSC

Industry Keywords

WholesalingMarketingBusiness PromotionCo-op MarketingMutual Fund Sales Practice Rules

About the role

Key responsibilities & impact

Assist wholesaling teams with business development efforts
Work closely with the national inside sales manager on sales reporting and territory management
Assist members and clients and maintain business relationships
Facilitate access to Investment Advisors and branches within the defined sales territory
Schedule and confirm one-on-one meetings and branch presentations
Respond to basic inquiries from advisors and maintain current CRM records
Maintain regular contact with Investment Advisors via telephone, mail, email, FAX, and conference calls
Plan and organize client appreciation events with Marketing
Assist RSD/RSC in strengthening relationships through business promotion activities
Administer dealer support requests and manage the co-op marketing process
Ensure compliance with National Instrument 81-105 Mutual Fund Sales Practice Rules and Desjardins policies and procedures
Coordinate sales and marketing activities, service issues, meeting preparation, promotional items, marketing materials, and sales lead follow-up programs
Assist with investment proposals, portfolio comparisons, and product comparisons

Requirements

What you’ll need

College diploma in a related field
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

Benefits

Comp & perks

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
Telework equipment reimbursement