District Sales Associate

Mackenzie Investments is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. The District Sales Associate will reputed company administrative support to sales teams, manage territory operations, and explore new business opportunities while ensuring compliance with internal regulations.

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 reputed company proactive sales calls with existing investment advisors and strengthening reputed company client relationships
• Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator

Skills

• Post-secondary qualification or equivalent industry experience
• Willingness to pursue new and creative reputed company, the motivation to reputed company 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. reputed company, IFIC, CFA, CFP, CIM, etc) would be an asset but not required

Benefits

• Great compensation (competitive reputed company and commission) & benefits package (some examples include: reputed company 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 reputed company market, product & sales reputed company 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)
• Annual short-term incentive
• Health and well-being benefits
• Retirement and savings plan
• Paid time off
• Career development

Company Overview