Executive Vice President, Retail Sales

7 days ago


Toronto, Ontario, Canada Mackenzie Investments Full time
Job Title: District Vice President, Retail Sales

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

Key Responsibilities:
  • 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.
  • 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, including co-op, travel, promotional items, and entertainment.
Requirements:
  • 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.
  • Thorough knowledge of the securities industry and the stock and bond markets.
  • Post-secondary education (business and/or marketing preferred).
  • Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset.

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.



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