District Sales Associate

1 week ago

Montreal, Quebec, Canada Mackenzie Investments Full time

Job Description

IGM Financial Inc. is a prominent Canadian wealth and asset management company overseeing around $271 billion in total assets under management. The company offers a wide range of financial planning and investment management services to assist over two million Canadians in achieving their financial objectives. Its core entities are IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel.

Under IGM Financial's innovative business model centered on leading brands and a multi-channel distribution strategy stands Mackenzie Investments, established in 1967. Mackenzie Investments serves as a comprehensive asset-management partner for numerous Canadian financial advisors and their clientele.

At Mackenzie Investments, you have the opportunity to develop your career with confidence.

We have a vision and strategy that will revolutionize practices within the industry and empower Canadians to achieve success in the ways that matter most to them. As a member of our team, you will produce impactful work, enhance valuable skills, and contribute meaningfully to the lives of Canadians. We take pride in being acknowledged as one of Greater Toronto's Top Employers by Mediacorp Canada Inc., offering our employees tools for success in remote work and prioritizing physical and mental well-being.

Join a driven team dedicated to continuous learning, comprehension, and knowledge exchange. Flourish in our supportive environment where you can explore your curiosity, receive constructive feedback to hone your skills, and share your expertise.

Mackenzie Investments fosters a diverse and inclusive workplace by maintaining a representative workforce. We welcome applications from all qualified candidates reflecting the diversity found across Canada – including individuals from racialized communities, women, Indigenous persons, individuals with disabilities, members of the 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, and anyone contributing to the enrichment of ideas.

The Strategic Partnerships Sales Division of the Institutional Sales and Service Department at Mackenzie Investments is currently seeking applications for the role of District Sales Associate. Reporting to the Director of Partner Sales, the successful candidate will be primarily responsible for providing administrative support to sales teams and the Director of Partner Sales.

This Support Involves

  • Overseeing territory management by preparing, maintaining, and forecasting sales coverage
  • Coordinating territory/corporate events, branch meetings, and product manager presentations
  • Ordering promotional items for clients
  • Preparing various correspondences, special mailings, client reports, and CE credit letters
  • Ordering team product/marketing materials
  • Managing incoming client mail and emails, handling calls, and responding to inquiries/requests
  • Assisting in organizing special events, CRM campaigns, and attending social events with the team
  • Maintaining client information in the CRM database
  • Conducting weekly team meetings with prepared agendas
  • Arranging all travel arrangements for sales teams
  • Presenting monthly internal team reports to the Director of Partner Sales
  • Handling Sales Practices requests and team expenses
  • Implementing business processes to enhance territory management efficiency and consistency
  • Providing operational support with a keen focus on detail and time management

The following qualifications will aid the successful candidate in fulfilling these responsibilities:

  • Relevant post-secondary education
  • Proficiency in MS Word, Outlook, and Excel
  • Strong written and verbal communication skills
  • Professional phone etiquette
  • Exceptional interpersonal and organizational abilities
  • Capability to perform effectively under pressure
  • Ability to work independently and collaboratively
  • Knowledge of the mutual fund industry
  • Preferable certifications in CSC/IFC and familiarity with National Instrument NI
  • Experience with Salesforce or similar CRM systems and Concur
  • Familiarity with Mackenzie products and processing rules

What You Can Expect To Gain From The Experience

  • Insight into and exposure to a dynamic sales team
  • Opportunities for career progression within the department and the organization
  • Guidance and mentorship from your direct manager and the sales team to support your role and career objectives
  • Demonstrated skills in prioritization, attention to detail, and organization
  • Enhanced relationship-building skills

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