Regional Sales Representative

Mackenzie Financial Corporation
Greater Toronto A… / Remote
19 hours ago

Job Description

Job Description:
Grade: D6
Referral Level: Level 1
Division: MI Institutional Sales & Services

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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.

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.

What the role is all about:
  • Create and implement your business plan in collaboration with the District Vice-President, for your assigned geographic territory
  • Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors
  • Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment
  • Provide ongoing support to Strategic Partnership firms regarding market & fund performance, as well as review portfolio profiles
  • Service inbound inquiries in a professional and timely manner
What are the qualifications:
  • University degree or equivalent industry experience
  • A 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
  • Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc)
  • Service oriented individual with experience handling inbound inquiries from clients
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)
  • Travel in North America for annual team conference as well as sales training (opportunity to network with colleagues across the country)
  • Ongoing training to develop market, product & sales skill knowledge
  • Opportunity to attend multiple client events throughout the year
  • Opportunity to participate in our Wholesaler Development Program (training & development to become a wholesaler)

Please visit our career page by clicking on the following link:
https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

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.

Please apply by November 26, 2024.

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