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 Strategic Partnerships Sales Division of the Institutional Sales and Service Department, at Mackenzie Investments is currently accepting applications for the position of District Sales Associate.

Reporting to the Director, Partner Sales, the successful candidate’s primary responsibility is to provide administrative support for sales teams and the Director, Partner Sales.

This Support Includes

• Overseeing the territory management by preparing / maintaining / forecasting sales coverage
• Scheduling and / or coordinating territory / corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
• Ordering promotional items for clients
• Preparing correspondence, special mailings, client reports and CE credit letters
• Ordering all team product / marketing materials
• Sorting and prioritizing incoming client mail, emails, answering / redirecting calls, responding to inquiries / requests
• Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
• Maintaining all client related information in our CRM database
• Facilitating weekly team meetings with a prepared agenda
• Booking all travel including air, hotel and transportation for the sales teams
• Preparing / presenting monthly internal team reports to the Director, Partner Sales
• Processing all Sales Practices requests for our clients as the team compliance coordinator
• Processing the sales teams expenses and cheque requests
• Implementation of business processes to ensure efficiency and consistency of territory management
• Team operational support with a strong focus on attention to detail and time management

The following qualifications will assist the successful candidate in accomplishing these functions :

• Related post-secondary education
• Advanced knowledge of MS Word, Outlook and Excel
• Excellent communication skills, both written and verbal
• Professional telephone manner
• Excellent interpersonal and organizational skills
• Ability to work well under pressure
• Ability to work independently and in a team environment
• Knowledge of the mutual fund industry
• CSC / IFC certification is an asset
• Knowledge of National Instrument NI 81-105 is an asset
• Experience with Salesforce (or a similar CRM system) and Concur is an asset
• Knowledge of Mackenzie products and Mackenzie processing rules is considered an asset

What You Can Expect To Gain From The Experience

• Opportunity to learn about and gain exposure to a dynamic sales team
• Opportunity to advance your career within the department and organization
• Coaching and support from direct manager and sales team in your role and your career aspirations
• Proven prioritization, attention to detail and organizational skills
• Relationship building skills
30+ days ago