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