District Sales Associate - Toronto, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation

Verified Company

Toronto, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description:

Grade:
P4

Division:
Retail Distribution
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 and Mackenzie Investments

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 Canada's Top Employers 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.

We are dedicated to offering a hybrid work environment when applicable.

Position (details)

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 for our clients as the team compliance coordinator

What are the qualifications:

Postsecondary 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

What's in it for you:

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)
Inperson 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)

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience.

If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

LI-JS2

LI-Hybrid