District Sales Associate

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

Benefits offered by this job

Competitive compensation and benefits package

Share Purchase Plan

Health and Dental coverage

Education/Career support

Paid Volunteer Day

Job summary

Mackenzie Investments is hiring a District Sales Associate in Calgary. The role focuses on providing operational support to sales teams, facilitating meetings, and discovering new business opportunities. Candidates should have an undergraduate degree and strong communication skills. The position offers a hybrid work environment and a competitive salary range of CAD 47,000 to CAD 67,000, plus benefits like health coverage and career support.

Qualifications

• Willingness to pursue new and creative ideas and motivation to achieve results.
• Successful completion of a financial services industry program course would be an asset.

Responsibilities

• Provide operational support and manage territory calendar.
• Create and implement business plan for assigned territory.
• Facilitate weekly team meetings and ensure efficiency.
• Discover new business opportunities via proactive sales calls.
• Adhere to Internal Compliance regulations.

Skills

Strong communication skills

Attention to detail

Time management

Interest in capital markets

Ability to work independently

Teamwork

Education

Undergraduate degree

Job description

Job Description

Grade: P4 Referral Level: Level 1 Division: MI-DR

The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. The successful candidate reports to the Manager, District Sales Associates and is primarily responsible for providing administrative support to sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).

We offer a hybrid work environment: three days a week in the office.

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.
• Facilitate 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.
• Adhere and apply Internal Compliance regulations and Sales Practices under NI 81‑105 for our clients as the team compliance coordinator.

Qualifications

• Undergraduate degree.
• Willingness to pursue new and creative ideas, motivation to achieve results, dedication, energy, strong communication skills – both verbal and written.
• 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 (e.g., CSC, IFIC, CFA, CFP, CIM) would be an asset but is not required.

Benefits

• Great compensation (competitive base and commission) and benefits package including 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 and sales training.
• Growth opportunity to work with and learn from a dynamic and diverse team of sales experts.
• Ongoing training to develop market, product and 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.

Compensation

The expected annual pay range 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.

Inclusive Culture and Diversity

IGM is a diverse workplace committed to doing business inclusively. 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.

Accessibility

Mackenzie Investments is an accessible employer committed to providing a barrier‑free recruitment experience. If you require accommodation or alternative format information at any stage of the recruitment process, please reach out to the Talent Acquisition team.

How to Apply

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

We thank all applicants for their interest; only those selected for an interview will be contacted.