District Sales Associate

Mackenzie Investments; Calgary; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading asset management company in Calgary seeks an administrative support professional for their Distribution Department. This role involves managing territory operations, supporting sales teams, and ensuring compliance with regulations. Ideal candidates will have strong communication skills and the ability to manage multiple priorities. The company offers a competitive compensation package and opportunities for professional growth.

Benefits

Competitive compensation and benefits package

Access to a Share Purchase Plan

Ongoing training and professional development

Paid Volunteer Day

Attendance at client events

Qualifications

• Willingness to pursue new ideas and motivation to achieve results.
• Interest and curiosity in capital markets and fund industry.
• Successful completion of financial services industry program is an asset.

Responsibilities

• Provide territory operational support focusing on detail and time management.
• Facilitate weekly team meetings and implement business processes.
• Identify and explore new business opportunities with investment advisors.
• Adhere to compliance regulations and act as the team compliance coordinator.

Skills

Strong verbal and written communication skills

Attention to detail

Time management

Ability to manage multiple priorities

Proactive sales skills

Education

Post-secondary qualification or equivalent industry experience

Job description

Mackenzie Investments is a diverse workplace committed to doing business inclusively. This position is within the Distribution Department at Mackenzie Investments, reporting to the Manager, District Sales Associates. The successful candidate will provide administrative support to sales teams and help manage territory operations, while ensuring compliance with internal regulations and sales practices.

Overview

IGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

Responsibilities

• Territory operational support with a strong focus on attention to detail and time management, including territory calendar management, expense and budget management, events planning, and maintaining the 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 ensure efficiency and consistency of territory management.
• Identify and explore new business opportunities via proactive sales calls with existing investment advisors and strengthen internal and external client relationships.
• Adhere to and apply Internal Compliance regulations and Sales Practices under NI 81-105; act as the team compliance coordinator.

Qualifications

• Post-secondary qualification or equivalent industry experience.
• Willingness to pursue new ideas, motivation to achieve results, energetic, strong verbal and written communication skills.
• Interest and curiosity in capital markets and how they relate to the fund industry.
• Ability to manage multiple priorities, work independently, and contribute to a team.
• Successful completion of a financial services industry program (e.g., CSC, IFIC, CFA, CFP, CIM) is an asset but not required.

Benefits and Opportunities

• Competitive compensation (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 opportunities to participate in the National Sales Conference and sales training to network with colleagues across the country.
• Growth opportunities to work with and learn from a dynamic and diverse team of sales experts.
• Ongoing training to develop market, product, and sales skill knowledge.
• Attendance at multiple client events throughout the year.
• Opportunity to participate in the Inside Wholesaler Development Program – IWDP to become a Business Development Manager/Inside Wholesaler.

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

Mackenzie Investments is an accessible employer committed to providing a barrier-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.

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