District Vice President

Mackenzie Financial Corporation•Toronto, ON

9d•Hybrid

About The Position

The Retail Distribution Department at Mackenzie Investments is currently accepting applications for a District Vice President (Wholesaler), Retail Sales. Reporting to the Regional Vice President, the District Vice President will develop new accounts and support existing accounts in Northern Ontario and surrounding area. Mackenzie Investments is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. The company is recognized as one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers. They offer a hybrid work environment, with three days a week in the office.

Requirements

A minimum of 5 years’ relevant experience in a Sales environment
Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
Superior ability to establish, build, and maintain strong relationships
Well-developed presentation skills
Creative problem solver with the ability to exercise sound judgment in responding to questions and making decisions
Team Player who works collaboratively with the Sales and Marketing teams and other areas to meet our customers’ needs
Excellent knowledge of Mackenzie products/services and our distribution channels
Thorough knowledge of the securities industry and the stock and bond markets
Post-secondary education (business and/or marketing preferred)
Successful completion of CSC

Nice To Haves

Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, CAIA, or graduate degree would be considered an asset.

Responsibilities

Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
Conducting ongoing office sales calls to ensure continued support for Mackenzie products
Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
Preparing and conducting sales and training presentations on subjects including new and existing Mackenzie products, market position, and economic and market outlook as it pertains to Mackenzie products, etc.
Providing feedback on the concerns and needs expressed by financial advisors and brokers and sharing sales and product ideas with the sales team.
Working with Business Development Managers and District Sales Associates to improve sales potential by delegating projects and coordinating workload with them
Lead territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainment
Requires frequent travel