District Sales Associate

2 days ago

Toronto, Ontario, Canada Mackenzie Investments Full time

About the Role:

The Distribution Department at Mackenzie Investments is currently seeking a highly organized and detail-oriented District Sales Associate to provide administrative support to sales teams. Reporting to the Manager, District Sales Associates, the successful candidate will be responsible for:

  • Providing territory operational support with a strong focus on attention to detail and time management, including territory calendar management, expense and budget management, events planning, and maintaining our CRM database.
  • Creating and implementing a business plan in collaboration with the District Vice-President and Business Development Manager for the assigned territory.
  • Facilitating weekly team meetings to implement business processes and ensure efficiency and consistency of territory management.
  • Discovering and exploring new business opportunities through proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
  • Adhering to and applying internal compliance regulations and sales practices under NI for our clients as the team compliance coordinator.

Requirements:

The ideal candidate will possess:

  • Bilingualism (English and Cantonese or Mandarin) is a mandatory requirement for this role.
  • Post-secondary qualification or equivalent industry experience.
  • 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.
  • Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required.

What We Offer:

Mackenzie Investments offers a competitive compensation package, including:

  • Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year).
  • In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country).
  • Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts.
  • Ongoing training to develop market, product & sales skill knowledge.
  • Opportunity to attend multiple client events throughout the year.
  • Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler).

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