District Sales Associate

3 weeks ago


Montreal, Quebec, Canada Mackenzie Investments Full time

Welcome to Mackenzie Investments

As a prominent asset management firm, we specialize in delivering financial advisory and investment solutions aimed at assisting Canadians in reaching their financial aspirations. We foster a vibrant workplace that champions diversity and inclusivity, encouraging innovative thinking and creativity.

Position Overview:

  • Formulate and execute a strategic business plan for your designated region in partnership with the district vice-president;
  • Discover and engage new business prospects through proactive outreach to both new and existing advisors;
  • Offer insightful recommendations and guidance on Mackenzie Investments' offerings to empower advisors in a dynamic market landscape;
  • Provide ongoing support to brokers regarding market trends and fund performance, while assessing portfolio characteristics.

Qualifications:

  • A university degree or relevant industry experience;
  • A willingness to embrace innovative ideas, a drive for measurable outcomes, enthusiasm, and strong verbal and written communication skills;
  • A genuine interest in financial markets and their influence on the investment fund industry;
  • Completion of a recognized financial services program (e.g., CSC, IFIC, CFA, CFP, CIM, AMP, etc.).

What We Offer:

  • A competitive remuneration package, including base salary and commission, along with a comprehensive benefits plan (e.g., employee share ownership plan, medical and dental insurance, support for education and professional growth, and an annual paid volunteer day);
  • Opportunities for bi-annual travel for national sales congresses and training workshops, facilitating networking with colleagues from various regions;
  • Ongoing training to deepen understanding of market dynamics, product offerings, and sales techniques;
  • Chances to engage in diverse client activities throughout the year;
  • Access to our internal sales representatives' development program, focusing on training and growth to transition into an internal sales role.


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