District Vice President, Strategic Partnerships - Montréal, Canada - Mackenzie Financial Corporation

Sophia Lee

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Description

Job Description:


Grade:
D8**
Division: MI-ISS**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.


As a valued member of the Strategic Partnership team your core responsibilities will include:

  • Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
  • Superior ability to establish, build, and maintain strong relationships
  • Conducting ongoing office sales calls to ensure continued support for Mackenzie products
  • Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
  • Providing feedback on the concerns and needs expressed by financial advisors and sharing sales and product ideas with the sales team.
  • Working with Business Development Managers and Regional Sales Associates to improve sales potential by delegating projects and coordinating workload with them
  • Lead territory expenses appropriately, to ensure the territory's budget is on target

This includes:
co-op, travel, promotional items and entertainment

  • Requires frequent travel
  • May be required to work on evenings and weekends
  • A minimum of 3 years' relevant experience in a Sales environment
  • Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
  • Welldeveloped presentation skills
  • Creative problem solver with the ability to exercise sound judgment in responding to questions and making decisions
  • Team Player who works collaboratively with the Sales and Marketing teams and other areas to meet our customers' needs
  • Excellent knowledge of Mackenzie products/services and our distribution channels
  • Thorough knowledge of the securities industry and the stock and bond markets
  • Postsecondary education (business and/or marketing preferred)
  • Successful completion of IFIC and/or CSC
  • Enrolment or completion of Financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset
  • Must be perfectly bilingual in French and English
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.

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