District Sales Associate

Mackenzie Investments; Calgary; Hybrid; CAD 47,000 - 67,000; Full time

Benefits offered by this job

Share Purchase Plan

Health and Dental

Education support

Volunteer Day

Hybrid work

Job summary

Mackenzie Investments is seeking a District Sales Associate in Calgary to support sales teams, manage territory calendars and CRM data, and help implement strategic plans. You will coordinate expenses, events, and collaboration with District VP and Business Development Managers.

The role emphasizes proactive calling to advisors, building internal and external relationships, and ensuring compliance with NI 81-105. Hybrid work and strong career development opportunities are offered.

Qualifications

• Undergraduate degree required.
• Strong communication skills – verbal & written.
• Interest in capital markets and fund industry.
• Ability to handle multiple priorities and work independently.

Responsibilities

• Territory operational support with calendar, expenses, events, and CRM management.
• Create and implement business plan with District VP and Business Development Manager.
• Facilitate weekly team meetings to standardize territory management processes.
• Generate opportunities via proactive calls to investment advisors and strengthen relationships.
• Adheres to NI 81-105 compliance as team coordinator.

Skills

Communication skills

Detail-oriented

Time management

Teamwork

Independent work

Education

Undergraduate degree

Tools

CRM database

Job description

Job Description

Grade:P4Referral Level: Level 1Division:MI-DR

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$271 billionin assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive yearsand one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!Our Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).

What the role is all about:

• 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 81-105 for our clients as the team compliance coordinator.

What are the qualifications:

• Undergraduate degree
• 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).
• In-person 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).

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION:competitive base salary, performance-weightedbonus, education/career support, option to join Employee Share Purchase Plan with employer matchingcomponent.

• EMPLOYEE BENEFITS & INSURANCE:competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS:voluntaryGroup RRSP enrolment with employer matchingcomponent.

• WORK LIFE BALANCE:paid volunteer days, competitive time off including 10 wellness days off,WorkPerksdiscount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY:living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

The expected annual pay range for this position is $47 000 - $67 000, which includes base salary and variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe 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.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment experience.If you require 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.

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

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