District Sales Associate

Mackenzie Investments is one of Canada's leading diversified wealth and asset management companies. The District Sales Associate role focuses on operational support, business planning, and proactive sales efforts to strengthen client relationships and manage territory efficiently.ResponsibilitiesTerritory 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 databaseCreate and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territoryFacilitating weekly team meetings as part of the implementation of business processes, and ensuring efficiency and consistency of territory managementDiscover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationshipsAdheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinatorSkillsUndergraduate degreeWillingness to pursue new and creative ideasMotivation to achieve resultsDedicated & energeticStrong communication skills – both verbal & writtenAn interest and curiosity in capital markets and how they relate to the fund industryAbility to work well with multiple prioritiesAbility to work independently and in a team environmentKnowledge of French and English is required to support clients and Team members within and/or outside the province of QuebecSuccessful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not requiredBenefitsShare Purchase PlanHealth and Dental coverageEducation/Career supportPaid Volunteer Day each yearAnnual short-term incentiveHealth and well-being benefitsRetirement and savings planPaid time offCareer developmentCompany OverviewMackenzie Investments is an investment management firm that provides investment advisory and related services. It is a sub-organization of IGM Financial. It was founded in 1967, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.mackenzieinvestments.com/.



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