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District Sales Associate
2 months ago
Welcome to Mackenzie Investments
As a prominent asset management firm, we specialize in providing financial planning and investment solutions aimed at helping Canadians reach their financial aspirations. We foster a vibrant and inclusive workplace that champions creativity and innovation.
Position Overview:
- Formulate and execute a strategic business plan for your designated territory in partnership with the district vice-president;
- Seek and engage new business prospects through proactive sales outreach to both new and existing advisors;
- Offer insightful guidance and recommendations on Mackenzie Investments' offerings to assist advisors in a swiftly evolving business landscape;
- Provide ongoing support to brokers concerning market trends and fund performance, along with portfolio assessments.
Qualifications:
- A university degree or equivalent professional experience in the financial sector;
- 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;
- Successful completion of a recognized financial services program (e.g., CSC, IFIC, CFA, CFP, CIM, AMP, etc.).
Perks:
- A competitive compensation structure (base salary plus commissions) along with a comprehensive benefits package (e.g., employee share ownership plan, medical and dental insurance, support for educational and professional growth, annual paid volunteer day);
- Opportunities for bi-annual travel for national sales events and training sessions (networking with colleagues from various regions);
- Ongoing training to deepen understanding of market dynamics, product offerings, and sales techniques;
- Engagement in various client-related activities throughout the year;
- Potential to enroll in our internal sales representatives' development program (focused training and development for aspiring internal sales representatives).
