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District Sales Associate
2 months ago
About the Role:
Mackenzie Investments is seeking a highly organized and detail-oriented District Sales Associate to provide administrative support to our sales teams. As a key member of our Distribution Department, you will play a critical role in ensuring the smooth operation of our territory management processes.
Key Responsibilities:
- Provide administrative support to District Vice Presidents and Business Development Managers, including calendar management, expense tracking, and CRM database maintenance.
- Develop and implement business plans in collaboration with the District Vice-President and Business Development Manager for assigned territories.
- Facilitate weekly team meetings to implement business processes and ensure efficiency and consistency in territory management.
- Identify and explore new business opportunities through proactive sales calls with existing investment advisors and strengthen internal and external client relationships.
- Adhere to internal compliance regulations and sales practices under NI for our clients as the team compliance coordinator.
Requirements:
- Bilingualism (English and Cantonese or Mandarin) is a mandatory requirement for this role.
- Post-secondary qualification or equivalent industry experience.
- Strong communication skills, both verbal and written, with a willingness to pursue new and creative ideas.
- An interest and curiosity in capital markets and how they relate to the fund industry.
- Ability to work well with multiple priorities and independently in a team environment.
What We Offer:
- Competitive compensation and benefits package, including a Share Purchase Plan, Health and Dental coverage, and Education/Career support.
- Opportunity to participate in the National Sales Conference and sales training, with the chance to network with colleagues across the country.
- Growth opportunities to work with and learn from a dynamic and diverse team of sales experts.
- Ongoing training to develop market, product, and sales skill knowledge.
- Opportunity to attend multiple client events throughout the year.
About Mackenzie Investments:
Mackenzie Investments is a leading asset-management partner for thousands of Canadian financial advisors and the investors they support. We are committed to doing business inclusively and encourage applications from all qualified candidates that represent the diversity present across Canada.
