District Sales Associate

Mackenzie Investments is a leading diversified wealth and asset management company in Canada. They are seeking a District Sales Associate who will provide operational support, manage territory calendars, facilitate team meetings, and explore new business opportunities with investment advisors.

Responsibilities

• Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database
• 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 as part of the implementation of business processes, and ensuring efficiency and consistency of territory management
• Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships
• Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator

Skills

• Undergraduate degree
• Willingness to pursue new and creative ideas, the 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
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec
• Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required

Benefits

• Share Purchase Plan
• Health and Dental coverage
• Education/Career support
• Paid Volunteer Day each year
• Annual short-term incentive
• Health and well-being benefits
• Retirement and savings plan
• Paid time off
• Career development

Company Overview