AVP National Accounts

Mackenzie Financial Corporation•Toronto, ON

2d•Hybrid

About The Position

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Requirements

Bachelor’s degree preferably in commerce, business or economics, or a related field
8-10 years of experience in investment sales, relationship management, or financial services distribution
Strong communication and presentation skills, with the ability to influence senior internal and external stakeholders.
Demonstrated ability to manage complex relationships and execute strategic initiatives in a matrixed environment.

Nice To Haves

Direct experience with mutual fund dealers, wealth platforms, or as a financial advisor strongly preferred

Responsibilities

Serves as a senior relationship lead for assigned national and strategic dealer partners, acting as a key point of contact for head office stakeholders.
Supports the development and execution of dealer‑level strategies and account plans aligned to Mackenzie’s retail distribution priorities.
Gathers and synthesizes insights on dealer strategy, asset mix, sales trends, and platform dynamics to inform sales and product positioning.
Partners with internal retail sales teams to optimize sales outcomes, capture rates, and product mix across platforms.
Executes on national account initiatives that drive sales growth, increase market share, and expand product penetration.
Leads engagement with dealer research teams, analysts, and portfolio managers to support inclusion on recommended lists for mutual funds and ETFs.
Coordinates preparation for investment due diligence, working closely with investment teams and internal partners.
Contributes to the development of customized technical and sales content, in partnership with Marketing, Legal, and Compliance.
Supports engagement with evolving distribution models and new partnership opportunities.
Acts as a subject matter expert on Mackenzie’s investment solutions, aligning product offerings to dealer and client needs.
Identifies and advances opportunities within dealer model portfolios and platform arrangements.
Supports negotiation, implementation, and ongoing management of platform and distribution agreements.
Oversees execution of sales support models and ensure seamless delivery of agreed‑upon arrangements.
Contributes to the management of significant AUM and revenue responsibilities across assigned accounts
Support identification and advancement of sub‑advisory and custom mandate opportunities with Canadian financial institutions.
Partner with investment teams through due diligence, solution design, and implementation phases.
Assist in ongoing servicing and relationship management for select high‑value or legacy accounts.
Collaborate closely with internal wholesalers, marketing, operations, compliance, and investment teams to ensure coordinated account coverage.
Manage cross‑functional resources to meet ongoing partner requirements and resolve dealer‑level issues.
Contribute to broader Retail Distribution initiatives and support alignment with firm‑level priorities.
Provide mentorship, guidance, and functional leadership within the national accounts team as appropriate.

Benefits

competitive base salary
performance-weighted bonus
education/career support
option to join Employee Share Purchase Plan with employer matching component
competitive health and dental coverage; employer sponsored coverage for you and your family.
voluntary Group RRSP enrolment with employer matching component.
employer sponsored short-term and long-term disability.
paid volunteer days
competitive time off including 10 wellness days off
WorkPerks discount program
hybrid & flex work arrangements.