Mackenzie Investments District Sale Representative (Inside Sales) in Montreal, Quebec
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $61.3 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada with $142 billion.
At Mackenzie Investments, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.
What the role is all about:
Create and implement your business plan in partnership with the District Vice-President, for your assigned geographic territory
Develop & uncover new business opportunities via proactive sales calls with new & existing investment advisors
Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever changing business environment
Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles
What are the qualifications:
Bilingual French and English
An entrepreneurial spirit, the desire to drive results, focused & energetic, strong communication skills – both verbal & written
A passion for capital markets and how they relate to the fund industry
Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM etc)
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)
Travel to Toronto twice a year for the National Sales Conference as well as sales training (opportunity to network with colleagues across the country)
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 (training & development to become a wholesaler)
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 equal opportunity employer and is committed to providing employment accommodations. Please advise Human Resources if you require an accommodation.
We are always looking for great new talent!
File # 16-010
Job Type (EN): Full Time
Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking
Career Level (EN): Experienced