District Sales Associate

3 weeks ago

Toronto, Ontario, Canada Mackenzie Investments Full time
Job Title: District Sales Associate - Territory Manager

Job Summary:
We are seeking a skilled District Sales Associate - Territory Manager to join our team at Mackenzie Investments. This role will provide administrative support to sales teams, focusing on territory management, calendar management, expense and budget management, events planning, and maintaining our CRM database.

Key Responsibilities:
  • Provide administrative support to sales teams, including territory calendar management, expense and budget management, events planning, and maintaining our CRM database.
  • Create and implement business plans in collaboration with the District Vice-President and Business Development Manager for assigned territories.
  • Facilitate weekly team meetings to implement business processes and ensure efficiency and consistency of territory management.
  • Discover and explore new business opportunities through proactive sales calls with existing investment advisors and strengthen internal and external client relationships.
  • Adhere to and apply internal compliance regulations and sales practices under NI for our clients as the team compliance coordinator.

Requirements:
  • Bilingualism in English and Cantonese or Mandarin is a mandatory requirement for this role.
  • Post-secondary qualification or equivalent industry experience.
  • Willingness to pursue new and creative ideas, motivation to achieve results, dedicated and energetic, strong communication skills - both verbal and written.
  • Interest and curiosity in capital markets and how they relate to the fund industry.
  • Ability to work well with multiple priorities.
  • Ability to work independently and in a team environment.

What's in it for you:
  • Great compensation (competitive base and commission) and benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year).
  • In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country).
  • Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts.
  • Ongoing training to develop market, product, and sales skill knowledge.
  • Opportunity to attend multiple client events throughout the year.
  • Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training and development to become a Business Development Manager/Inside Wholesaler).

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