Sales Representative

2 months ago

Montreal, Quebec, Canada Mackenzie Investments Full time

About Us

Mackenzie Investments is a leading diversified financial services company, managing a total asset base of approximately $271 billion. We provide a wide range of financial planning and investment services to help over two million Canadians achieve their financial goals. Our company operates primarily through IGM Financial, Mackenzie Investments, and Investment Planning Counsel.

Our Vision

We are a dynamic team that is committed to learning, growth, and sharing knowledge. We offer a stimulating work environment that challenges you to develop your skills and talents. Our company has been recognized as one of the top 100 employers in the Greater Toronto Area (2022) by Mediacorp Canada Inc. for providing our employees with the tools necessary to succeed in a remote work environment, while also offering resources to ensure their physical and mental well-being.

Job Summary

We are seeking a District Sales Associate to join our team. As a District Sales Associate, you will be responsible for creating and implementing your business plan for the territory assigned to you in collaboration with the District Vice President. You will identify and pursue new business opportunities through proactive sales communications with new or existing advisors. You will provide valuable advice and suggestions on Placements Mackenzie products and services to support advisors in a constantly changing commercial environment. You will also provide ongoing support to advisors on market and fund performance, and review portfolio profiles.

Key Responsibilities

  • Create and implement your business plan for the territory assigned to you in collaboration with the District Vice President.
  • Identify and pursue new business opportunities through proactive sales communications with new or existing advisors.
  • Provide valuable advice and suggestions on Placements Mackenzie products and services to support advisors in a constantly changing commercial environment.
  • Provide ongoing support to advisors on market and fund performance, and review portfolio profiles.

Requirements

  • University degree or equivalent experience in the industry.
  • Willingness to adopt new and creative ideas, motivation to produce concrete results, enthusiasm and energy, strong communication skills, both written and oral.
  • Strong interest in financial markets and their impact on the investment fund sector.
  • Completion of a program in the financial services sector (e.g. CCVM, IFIC, CFA, CFP, CIM, AMP, etc.).

What We Offer

  • Excellent compensation package (base salary and competitive commissions) and benefits (e.g. employee stock ownership plan, medical and dental insurance, education support, and paid volunteer day).
  • Two trips to Toronto per year for the national sales conference and training sessions (opportunities to network with colleagues from other regions).
  • Ongoing training to improve your knowledge of the market, products, and sales.
  • Opportunities to participate in numerous client activities throughout the year.
  • Opportunity to participate in our internal sales representative development program (training and development to become an internal sales representative).

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