Territory Sales & Admin 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

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.