Denis Desrochers
Saint-Augustin-de-Desmaures,Québec
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
33
33
years of professional experience
Work History
Regional Vice President, Distribution, Eastern Canada
IA FINANCIAL GROUP
10.2024 - Current
- Lead the regional strategy and operations related to the GBRS Sales, including Group Insurance, Group Savings and Retirement (GSR) Solutions, and joint offers
- Develop and support overall Regional GBRS distribution strategic focus, growth objectives, organizational alignment, create new sales capabilities and build market leadership and brand.
National Relationship Leader – Consultants
IA FINANCIAL GROUP
05.2022 - 10.2024
- Responsible for fostering relationships and developing sales strategies in the Consultants market across Canada for Group Benefits and Retirement Services.
Senior Regional Sales Director - Eastern Canada
IA FINANCIAL GROUP
02.2018 - 10.2024
- Lead a team of highly engaged group retirement services sales executives
- Developed internal and community relationships to establish myself as a senior leader in the market with all stakeholders
- Accountable for achieving targets in key business metrics such as sales and profitability
- Collaborated closely with my counterpart in Group Benefits to maximize synergies between both lines of business.
Business Development Manager
IA FINANCIAL GROUP
06.2014 - 02.2018
- Managed business development initiatives in Group Savings and Retirement for the province of Quebec
- Established and maintained strong business relationships with benefits brokers and consultants
- Collaborated closely with the proposal team to strategically position our service offerings in complex sales opportunities and led the preparation and delivery of finalist presentations.
Financial Performance Advisor
FÉDÉRATION DES CAISSES DESJARDINS DU QUÉBEC
04.2013 - 06.2014
- Supported the Desjardins Credit Unions Network CFO in strategic and complex financial performance mandates
- Played an influential and leadership role in ensuring that the Credit Unions Network was well capitalized and compliant with the new capitalization standards according to Basel III.
Market Development Advisor
CAISSE DESJARDINS DE LEVIS
12.2011 - 04.2013
- Member of the management committee, I served as a special advisor to the Senior Director, Market Development.
- Oversaw sales tracking and presented business development strategies
- Coordinated sales meetings, conferences for members, and other activities such as RRSP periods and sales contests.
Investment Advisor
DESJARDINS SECURITIES
02.2010 - 12.2011
- Focused on expanding my book of clients and assets under management by developing and maintaining relationships within the Desjardins Credit Unions Network and through external prospecting
- Provided comprehensive asset management support to clients.
Private Wealth Manager
DESJARDINS WEALTH MANAGEMENT
02.2007 - 02.2010
- Responsible of business development and managing relationships with high-net-worth (HNW) clients
Investment Advisor
DESJARDINS SECURITIES
03.2000 - 02.2007
- Focused on expanding my book of clients and assets under management by developing and maintaining a network of relationships within the Desjardins credit union network and through external prospecting
- Provided comprehensive asset management support to clients.
Investment Advisor
NATIONAL BANK FINANCIAL
03.1995 - 03.2000
- Focused on expanding my book of clients and assets under management by developing and nurturing relationships within the National Bank branches and through external prospecting
- Provided comprehensive asset management support to clients.
Operations Director
SAINT-LAURENT G.C.
04.1992 - 11.1994
- Supervised the entire operations, including grounds maintenance, catering, pro shop and corporate sales.
Education
BBA - Marketing
Laval University
Skills
Strategic Decision-Making
Staff Leadership
Continuous Improvement
Sales Growth
Client Relationship Building
Effective Communicator and Public Speaker
Accomplishments
- Leader of the best GSR sales team in Canada in 2018-2019-2020-2021-2022-2023.
- In 2020, my team achieved nearly 500% of their annual sales target despite the challenges of the global pandemic.
- Best GSR Business Development Manager in Canada in 2016 and 2017, surpassing sales targets by a significant margin (200%-300%).
Languages
French
Native or Bilingual
English
Full Professional
Training
- AUTORITÉ DES MARCHÉS FINANCIERS, Group annuity plans, 2014
- CANADIAN SECURITIES INSTITUTE (CSI), Chartered Investment Manager (CIM), 2005
- CANADIAN SECURITIES INSTITUTE (CSI), Portfolio Management Techniques, 2004
- CANADIAN SECURITIES INSTITUTE (CSI), Investment Management Techniques, 1994
- CANADIAN SECURITIES INSTITUTE (CSI), Canadian Securities Course, 1994
- CANADIAN SECURITIES INSTITUTE (CSI), Options Licensing Course, 1994
- CANADIAN SECURITIES INSTITUTE (CSI), Conduct and Practices Handbook Course, 1994
Timeline
Regional Vice President, Distribution, Eastern Canada
IA FINANCIAL GROUP
10.2024 - Current
National Relationship Leader – Consultants
IA FINANCIAL GROUP
05.2022 - 10.2024
Senior Regional Sales Director - Eastern Canada
IA FINANCIAL GROUP
02.2018 - 10.2024
Business Development Manager
IA FINANCIAL GROUP
06.2014 - 02.2018
Financial Performance Advisor
FÉDÉRATION DES CAISSES DESJARDINS DU QUÉBEC
04.2013 - 06.2014
Market Development Advisor
CAISSE DESJARDINS DE LEVIS
12.2011 - 04.2013
Investment Advisor
DESJARDINS SECURITIES
02.2010 - 12.2011
Private Wealth Manager
DESJARDINS WEALTH MANAGEMENT
02.2007 - 02.2010
Investment Advisor
DESJARDINS SECURITIES
03.2000 - 02.2007
Investment Advisor
NATIONAL BANK FINANCIAL
03.1995 - 03.2000
Operations Director
SAINT-LAURENT G.C.
04.1992 - 11.1994
BBA - Marketing
Laval University
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