Associate, Sales Enablement - 18 month Contact

Mackenzie Investments; Toronto; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Analyst for Sales Enablement to support dealer conference planning and execution. This role involves collaborating with sales leadership, managing compliance approvals, and enhancing dealer relationships through effective communication and organizational skills. The company promotes a hybrid work environment and values continuous learning, making it an exciting opportunity for those passionate about the financial services industry. Join a diverse team committed to inclusivity and innovation, where your contributions can make a significant impact on the lives of Canadians.

Qualifications

• Strong collaboration and negotiation skills are essential.
• Interest in capital markets and fund industry is beneficial.

Responsibilities

• Coordinate national and regional Dealer Conferences.
• Manage logistics and compliance for dealer conference events.

Skills

Interpersonal Skills

Negotiation Skills

Organizational Skills

Communication Skills

Analytical Skills

Project Management

Education

University Degree or Industry Equivalent

Financial Services Industry Program (CSC, IFIC, CFA, CFP, CIM)

Tools

Salesforce

Job description

Job Description

Grade: S5

Referral Level: Level 1

Division: IGM-HR

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 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.

Position

Retail Distribution at Mackenzie Investments is currently accepting applications for the position of Analyst, Sales Enablement. Reporting to the Manager, Sales Practices, the Analyst will be responsible for supporting dealer conference planning and execution to further advance dealer relationships and promote Mackenzie products. This includes managing compliance approvals, securing internal speakers, participating in working group meetings, interacting with clients and overall execution of these events.

As a valued member of the Retail Distribution team, your core responsibilities will include:

Dealer Conference Support

• Oversees coordination of national Dealer Conferences, regional Dealer Conferences initiated by the National Accounts team and webinars for Dealer Conferences.
• Leverage a consultative approach to problem solving, and ensuring all partners and stakeholders have clear understanding of expectations and objectives for dealer conferences.
• Collaborate with sales leadership to establish presenter expectations and adherence to Retail messaging
• Implement and execute against dealer conference project plans, including
  • Ensuring materials presented at Dealer conferences are compliant and aligned with the topic agreed to between the dealer and Mackenzie sales leadership
  • Overseeing onsite set up and take down where required at dealer conferences
  • Preparing and submiting any pre & post conference approval packages for Compliance. Apply for Continuing Education credits through the Sales Practices & Compliance team where required
• Manage any logistics related to virtual dealer conferences, including managing the conference in the background.
• Act as a liaison between Dealer conference organizers and Mackenzie teams across Distribution, Product and Marketing.

Ongoing Process Improvements and Team Support

• Create and maintain role procedures and process documents.
• Identify process improvement opportunities within the team
• Conduct ongoing analysis to ensure processes and timelines are adhered to

Administrative Support

• Expense management and reconciliation for dealer conference costs
• Coordinating and scheduling speakers and wholesalers for dealer conferences
• Applying National Accounts expenses within Salesforce
• Supporting sales leadership scheduling where required

The following qualifications are required of the successful candidate:

• Highly collaborative with excellent interpersonal, negotiation and influencing skills
• Organizational, planning and communication skills
• Passion for analysis and innovative problem-solving abilities
• Effective management of projects and timelines
• 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) is an asset
• University degree or industry equivalent
• Willingness to travel within Canada in support of dealer conference events, as required.

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 June 2, 2025.

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