General Information on the Position Main Responsibilities Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the right investment solution Implement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of Desjardins Investments Consistently meet and exceed minimum activity and sales targets Consistently demonstrate effective prospect management and prioritization and territory coverage Maintain solid knowledge of Desjardins investment solutions, competition and financial markets Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations) Conduct business development activities such as presentations at branch meetings, advisor and investor seminars, participate in dealer conferences Represent Desjardins Investments at industry events Collaborate with the Regional Sales Advisor through effective ongoing communication and territory planning. Other working conditions Workplace: The work arrangement for the position is hybrid work Travel : Extensive travel is required to support territory sales efforts (60-70%) Number of jobs available : 1 Qualifications Bachelor's degree in a related field A minimum of 6 years of relevant experience, including 5 years in sales Please note that other combinations of qualifications and relevant experience may be considered.