The Fidelity Advisor business provides Fidelity mutual funds to unit-holders through a network of brokers and financial advisors. As a Mutual Fund manufacturer, Fidelity strives to provide a complete line of funds which meet the needs of all clients seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support Investment Professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.
Position Description
The Manager, Regional Sales is responsible for managing the Inside Sales Team and Sales Coordinators. The focus of these efforts is to maximize territory coverage and to uncover sales opportunities.
Primary Responsibilities
* Facilitates the implementation of a consistent territory team model that optimizes sales team effectiveness. Champions the structure and process within the region.
* Communicates critical information in regularly Schedule:d team and one on one meetings, to advance the understanding and execution of key initiatives, usage of appropriate marketing tools and information to deliver high impact messages to clients
* Works with the Regional Vice President and the sales teams to optimize the utilization and effectiveness of PM access, Due Diligence, conference participation and other events for the region
* 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 - through coaching assist District Sales Associates to increase sales and enhance relationship with advisors in the Prospecting category
* Ensuring Region is adhering to Compliance policies
Qualifications
Education, Experience and Licenses
* Post secondary degree or diploma or equivalent work experience
* 3-5 years demonstrated experience at a management level preferably in financial services industry.
* Minimum 3 years proven sales experience preferably in the financial services industry
* A recognized industry designation (CFP, RFP, CIM, FMA, CFA) or progress toward, preferred
* Canadian Securities Course (CSC) required (or completion within 6 months of hiring)
Skills and Knowledge
* Understands, communicates and manages towards own business unit's mission, goals and responsibilities.
* Links individual/ team goals and objectives to broader organization
* Creates an environment where individuals work as a team and contribute their best efforts.
* Provides direct feedback and coaching.
* Sets challenging goals and standards of excellence for self and others.
INTERESTED APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT: www.fidelity.ca
If you are interested in future opportunities with Fidelity, please answer the prescreening questions and submit your resume.
Company Overview:
Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages over $40 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2009) and offers Canadian investors a full range of domestic, international and fixed-income mutual funds. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity Retirement Services (FRS) administers defined contribution plans and manages defined benefit assets on behalf of corporate clients across Canada.
Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has total managed assets of more than U.S. $1.2 trillion (as at March 31, 2009).
Fidelity has research offices in Boston, London, Tokyo and Hong Kong and employs more than 900 portfolio managers, analysts and traders.
Education Level
: Bachelor's Degree (16 years)
Job
: Other Sales
Job Level:
: Manager
Job Type
: Standard
Overtime Status:
: Exempt
Primary Location
: ON-Toronto
Schedule
: Full-time
Shift:
: Day Job
Travel:
: No
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