Business Development Representative

2 months ago

Montreal, Quebec, Canada Mackenzie Investments Full time

About Mackenzie Investments

Mackenzie Investments is a leading asset management firm in Canada, dedicated to providing holistic investment solutions for thousands of financial advisors and their clients. We are committed to empowering our employees with the tools and resources they need to thrive in a dynamic industry.

The Role: Business Development Representative

As a Business Development Representative, you will play a crucial role in driving growth and expanding Mackenzie Investments' reach within your assigned territory. You will be responsible for developing and implementing a strategic business plan in collaboration with the District Vice-President.

Key Responsibilities:
  • Develop and execute a comprehensive business plan to identify and capitalize on new business opportunities within your designated geographic area.
  • Proactively engage with investment advisors through sales calls, building relationships and presenting Mackenzie Investments' diverse range of products and services.
  • Provide expert advice and insights to advisors, helping them navigate the evolving financial landscape and effectively serve their clients.
  • Offer ongoing support to dealers and brokers by providing market updates, fund performance analysis, and portfolio review guidance.
Qualifications:
  • Possess a university degree or equivalent industry experience.
  • Demonstrate fluency in both French and English.
  • Exhibit an entrepreneurial mindset, a strong work ethic, and a results-oriented approach.
  • Possess exceptional communication skills, both written and verbal.
  • Show a genuine passion for capital markets and the investment industry.
  • Hold a recognized financial services industry designation (e.g., CSC, IFIC, CFA, CFP, CIM).
What We Offer:

Mackenzie Investments provides a competitive compensation package that includes a base salary and commission structure, along with comprehensive benefits such as:

  • Share Purchase Plan
  • Health and Dental Coverage
  • Education/Career Support
  • Paid Volunteer Day

We also offer opportunities for professional development, including sales training programs and the Wholesaler Development Program.

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