District Sales Associate

Mackenzie Investments is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. The District Sales Associate will provide administrative support to sales teams, manage territory operations, and explore new business opportunities while ensuring compliance with internal regulations.

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

• 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
• 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

• Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
• In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country)
• Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts
• 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)
• Annual short-term incentive
• Health and well-being benefits
• Retirement and savings plan
• Paid time off
• Career development

Company Overview