District Vice President, Retail Sales

4 weeks ago

Montreal, Canada Mackenzie Investments Full time

Job Description

Grade: D9

Referral Level: Level 3

Division: MI-DR

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Retail Distribution Department at Mackenzie Investments is currently accepting applications for a District Vice President, Retail Sales. Reporting to the Regional Vice President, the District Vice President will develop new accounts and support existing accounts in Ottawa, Ontario.

As a valued member of the Retail Distribution team your core responsibilities will include:

  • Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects.
  • Conducting ongoing office sales calls to ensure continued support for Mackenzie products.
  • Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
  • Preparing and conducting sales and training presentations on subjects including new and existing Mackenzie products, market position, and economic and market outlook as it pertains to Mackenzie products.
  • Providing feedback on the concerns and needs expressed by financial advisors and brokers and sharing sales and product ideas with the sales team.
  • Working with Business Development Managers and District Sales Associates to improve sales potential by delegating projects and coordinating workload with them.
  • Lead territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainment.
  • Requires frequent travel.

The following qualifications are required of the successful candidate:

  • A minimum of 5 years’ relevant experience in a Sales environment.
  • Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences.
  • Superior ability to establish, build, and maintain strong relationships.
  • Well-developed presentation skills.
  • Creative problem solver with the ability to exercise sound judgment in responding to questions and making decisions.
  • Team Player who works collaboratively with the Sales and Marketing teams and other areas to meet our customers’ needs.
  • Excellent knowledge of Mackenzie products/services and our distribution channels.
  • Thorough knowledge of the securities industry and the stock and bond markets.
  • Post-secondary education (business and/or marketing preferred).
  • Successful completion of IFIC and/or CSC.
  • Enrolment or completion of Financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by November 11, 2024.

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