District Sales Associate

Mackenzie Investments; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading asset management company in Montreal is seeking an individual for territory operational support. Responsibilities include managing territory operations, exploring new business opportunities, and ensuring compliance with regulations. Ideal candidates should have a post-secondary qualification, strong communication skills, and a knowledge of both French and English. The role offers competitive compensation, ongoing training, and growth opportunities within a supportive environment.

Benefits

Competitive base and commission

Health and Dental coverage

Education/Career support

Paid Volunteer Day

Qualifications

• Knowledge of French and English is required to support clients.
• Successful completion of a financial services industry program course is an asset.
• Dedication to achieving results and pursuing creative ideas.

Responsibilities

• Manage territory calendar and budget effectively.
• Implement business plans collaboratively.
• Explore new business opportunities through proactive calls.
• Adhere to compliance regulations as team coordinator.

Skills

Strong communication skills

Attention to detail

Time management

Curiosity in capital markets

Ability to work independently

Education

Post-secondary qualification or equivalent industry experience

Job description

Overview

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. 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.

Responsibilities

• 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

Qualifications

• Post-secondary qualification or equivalent industry experience
• 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
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Benefits

• 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)

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.

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