District Sales Associate

7 days ago


Calgary, Alberta, Canada Mackenzie Investments Full time

About the Role:

Mackenzie Investments is seeking a skilled Territory Operations Specialist to join our District Sales team. As a Territory Operations Specialist, you will provide administrative support to our sales teams, focusing on territory calendar management, expense and budget management, events planning, and maintaining our CRM database.

Key Responsibilities:

  • Territory operational support with a strong focus on attention to detail and time management
  • Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory
  • Facilitating weekly team meetings to implement business processes and ensure efficiency and consistency of territory management
  • Discover and explore new business opportunities via 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 81-105 for our clients as the team compliance coordinator

Requirements:

  • 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
  • Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required

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