District Sales Associate

Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

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).

What the role is all about :

• 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 advisorsand 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

What are the qualifications :

What’s in it for you :