District Sales Associate

22 hours ago

Calgary, Alberta, Canada Mackenzie Investments Full time

About Mackenzie Investments

Mackenzie Investments is a leading asset management company in Canada, providing a range of financial planning and investment management services to help Canadians meet their financial goals. With a unique business model and multi-channel distribution strategy, Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

Job Description

We are seeking a highly motivated and organized District Sales Associate to provide administrative support to our sales teams. The successful candidate will be responsible for territory operational support, including calendar management, expense and budget management, events planning, and maintaining our CRM database.

Key Responsibilities

  • Provide administrative support to sales teams, including territory calendar management and expense and budget management
  • Create and implement business plans in collaboration with the District Vice-President and Business Development Manager
  • Facilitate weekly team meetings and ensure efficiency and consistency of territory management
  • Discover 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

  • 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
  • Interest and curiosity in capital markets and how they relate to the fund industry
  • Ability to work well with multiple priorities and 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

  • 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)

About Us

Mackenzie Investments is a diverse workplace committed to doing business inclusively. 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.

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