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District Sales Associate
2 months ago
Welcome to Mackenzie Investments
As a prominent asset management firm, we specialize in delivering financial advisory and investment solutions aimed at empowering Canadians to reach their financial aspirations. We foster a vibrant and inclusive workplace that prioritizes innovation and creativity.
Position Overview:
- Formulate and execute a strategic business plan for your designated area in partnership with the district vice-president;
- Seek and capitalize on new business prospects through proactive outreach to both new and existing advisors;
- Offer insightful recommendations and guidance on Mackenzie Investments' offerings to assist advisors in navigating a dynamic market landscape;
- Provide ongoing support to brokers regarding market trends and fund performance, while assessing portfolio profiles.
Qualifications:
- A university degree or equivalent industry experience;
- 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.).
What We Offer:
- A competitive remuneration package that includes a base salary and commission, along with a comprehensive benefits plan (e.g., employee share ownership plan, medical and dental insurance, support for educational and professional development, annual paid volunteer day);
- Opportunities for bi-annual travel for national sales congresses and training workshops, fostering networking with colleagues across the country;
- Ongoing training programs designed to deepen your understanding of the market, products, and sales techniques;
- Chances to engage in various client-related activities throughout the year;
- The option to enroll in our internal sales representatives' development program, focusing on training and advancement to become an internal sales representative.
