District Sales Associate
About The Position
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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. The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).
Requirements
- Post-secondary qualification or equivalent industry experience
- 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
Nice To Haves
- Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required
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
Benefits
- Share Purchase Plan
- Health and Dental coverage
- Education/Career support
- paid Volunteer Day each year
- In-person opportunity to participate in the National Sales Conference as well as sales training
- 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)
- health and well-being benefits
- retirement and savings plan
- paid time off
- career development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
