Manager Regional Sales
Manager Regional Sales
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Job Description
Job Description
Please note:
Current work authorization for Canada is required for all openings.
This is a regular full-time opportunity.
You will be working on a hybrid schedule as part of Fidelitys dynamic working arrangement.
Who We Are
At Fidelity weve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and were constantly seeking to find new and better ways to help our clients. As a privately owned company we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.
How Youll Make an Impact
The Manager Regional Sales (MRS) will partner with the VP Regional Sales to manage the sales team including either a combination of the Business Development Associates (BDA) and Business Development Managers (BDM) or those groups individually. As well in partnership with the CS division they could be responsible for managing the Business Development Representatives.
The MRS advances the usage of the necessary tools and data to apply a consistent sales process to optimize each territory opportunity. They also identify and recommend best practices within and across regions and contribute to firm wide projects through assigned committees. They assist in maintaining strong relationships with universities to attract the best possible candidates.
Facilitates the implementation of a consistent territory team model that optimizes sales team effectiveness and ensure territory team cohesiveness. Champions the structure and process within the region.
Communicates critical information in regularly scheduled team and one on one meetings to advance the understanding and execution of key initiatives usage of appropriate marketing & technology tools and information to deliver high impact messages to clients. Builds partnerships across the organization to advance advisor and firm-wide priorities which could include committee participation.
Works with the Regional Vice President and the sales teams to optimize the use and effectiveness of PM access Due Diligence conference participation and other events for the region. May also either host or attend client-facing events.
Through effective hiring coaching and performance management practices aligns closely with Regional Vice President and HR to attract and retain the high caliber people needed to grow and maintain the business.
Prospecting Initiative - provide effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category (PPRP PRSP TBQ)
Ensuring Region is adhering to BEWG & Compliance policies. This includes expense management and monitoring and confirming all required approvals are received.
What We Are Looking For:
Experience
5 years of experience in Sales and/or relevant experience in financial services.
Experience managing coaching training and developing employees preferably in sales.
Strong communication skills in English (verbal & written)
Education
Completion of a university degree or equivalent experience.
Completion of Canadian Securities Course (CSC).
A recognized industry designation (CFP RFP CIM FMA CFA) or progress towards completion.
The Expertise You Bring:
Understanding of Canadian financial markets
Understands communicates and manages towards expectations and goals of business and responsibilities of the role
Able to effectively communicate the links between individual team regional and business goals
Able to create an environment and provide effective coaching where team members excel
Sets challenging goals and communicates expectations provides effective feedback and coaching
Some of the ways we will help you feel valued and supported as part of our team:
Flexible working arrangements.
Competitive total compensation including company contributions to your group RRSP without a matching requirement from you.
Comprehensive health benefits that start on your first day with 100% employer-paid premiums which include up to $5000 annually for mental health services and therapy.
Parental leave top-up to 100% of your salary for a period of 25 weeks.
Up to $650 for home office equipment.
Generous time off policy including two paid days annually to volunteer at a charity of your choice.
Diversity and inclusion programs including an active network of Employee Resource Groups.
Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation.
We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Manager
Employment Type
Full-Time
