District Sales Associate

3 weeks ago

Toronto, Ontario, Canada Mackenzie Investments Full time

Job Overview

Mackenzie Investments is a leading asset-management partner for thousands of Canadian financial advisors and the investors they support. As a District Sales Associate, you will play a key role in providing administrative support to sales teams, including territory calendar management, expense and budget management, events planning, and maintaining our CRM database.

Key Responsibilities

  • Provide operational support to sales teams, focusing on attention to detail and time management.
  • Create and implement business plans in collaboration with District Vice-Presidents and Business Development Managers.
  • 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 81-105 for our clients as the team compliance coordinator.

Requirements

  • Bilingualism (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 & energetic, strong communication skills – both verbal & written.
  • An 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.

What's in it for you

  • Great compensation (competitive base and commission) & 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 & sales skill knowledge.
  • Opportunity to attend multiple client events throughout the year.
  • Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler).

About Mackenzie Investments

Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

We are proud to be recognized as one of Greater Toronto's Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

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