District Vice President, Retail Sales

3 weeks ago

Winnipeg, Manitoba, Canada Mackenzie Investments Full time
Job Title: District Vice President, Retail Sales

Mackenzie Investments is seeking a highly skilled and experienced District Vice President, Retail Sales to join our team. As a key member of our Retail Distribution Department, you will be responsible for developing new accounts and supporting existing accounts in Manitoba and Saskatchewan.

Key Responsibilities:

  • Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects.
  • Conduct ongoing office sales calls to ensure continued support for Mackenzie products.
  • Identify new business opportunities, establish relationships accordingly, and respond to the specific needs of new and existing accounts.
  • Prepare and conduct 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.
  • Provide feedback on the concerns and needs expressed by financial advisors and brokers and share sales and product ideas with the sales team.
  • Work 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.

Requirements:

  • 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.

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 October 15, 2024.

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