District Sales Associate - Asian Services

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

Job summary

An established industry player is seeking a District Sales Associate to support sales teams and manage operational tasks. This dynamic role requires bilingual communication skills and a keen attention to detail. You will collaborate with District Vice Presidents and Business Development Managers to implement business plans and enhance client relationships. Join a forward-thinking company that values continuous learning and offers a hybrid work environment. Enjoy competitive compensation, ongoing training, and opportunities for professional growth while making a meaningful impact on clients' financial success.

Benefits

Competitive base and commission

Health and Dental coverage

Share Purchase Plan

Education/Career support

Paid Volunteer Day

Opportunity to participate in National Sales Conference

Growth opportunity with diverse team

Ongoing training and development

Participation in client events

Inside Wholesaler Development Program

Qualifications

• Bilingualism is mandatory; strong communication and time management skills required.
• Post-secondary education or equivalent industry experience preferred.

Responsibilities

• Provide operational support to sales teams, managing calendars and budgets.
• Facilitate team meetings and explore new business opportunities.

Skills

Bilingualism (English and Cantonese or Mandarin)

Strong communication skills

Time management

Attention to detail

Ability to work independently

Ability to work in a team

Education

Post-secondary qualification

Financial services industry program (e.g. CSC, IFIC, CFA, CFP, CIM)

Tools

CRM database

Job description

Job Description

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 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.

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 to 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:

• Bilingualism (English and Cantonese or Mandarin) is a mandatory requirement for this role.
• 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.

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)

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.