Mackenzie Investments is one of Canada's leading diversified wealth and asset management companies. The District Sales Associate role focuses on operational support, business planning, and proactive sales efforts to strengthen client relationships and manage territory efficiently.
Responsibilities
- Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database
- Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory
- Facilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory management
- Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships
- Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator
Skills
- Undergraduate degree
- Willingness to pursue new and creative ideas
- Motivation to achieve results
- Dedicated & energetic
- Strong communication skills – both verbal & written
- An interest and curiosity in capital markets and how they relate to the fund industry
- Ability to work well with multiple priorities
- Ability to work independently and in a team environment
- Knowledge of French and English is required to support clients and Team members within and/or outside the province of Quebec
- Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required
Benefits
- Share Purchase Plan
- Health and Dental coverage
- Education/Career support
- Paid Volunteer Day each year
- Annual short-term incentive
- Health and well-being benefits
- Retirement and savings plan
- Paid time off
- Career development
Company Overview
Mackenzie Investments is an investment management firm that provides investment advisory and related services. It is a sub-organization of IGM Financial. It was founded in 1967, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.mackenzieinvestments.com/.