Cfa jobs in Canada

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.

What the role is all about:

• Create and implement your business plan in collaboration with the Vice-President, for your assigned geographic territory.
• Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors:
  • Majority of time spent discovering and exploring new business opportunities via proactive sales.
  • Sales training provided on conceptual selling to use in proactive sales calls.
• Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever-changing business environment:
  • This is done with a focus on prospecting in your territory, by initiating proactive sales calls to build a sales partnership with advisors in your territory.
• Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles.

What are the qualifications:

• Post-secondary degree is required.
• Successful completion of a financial services industry program course is required: CSC or CFA Level I.
• A 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.
• Completion of the CFA, CFP or CIM would be an asset but not required.

What’s in it for you:

• We conduct market research annually to ensure our compensation programs are competitive within our industry.
• Our bonus and commission programs align performance with pay and provide recognition for your contributions.
• Our benefits support employees to be their best – inside and outside of work. (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 Wholesaler Development Program – WDP (training & development to become a 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.