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Job Description & How to Apply Below
Division: MI-DR
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $290billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values:
Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
Position:
The Retail Distribution Department at Mackenzie Investments is currently accepting applications for a District Vice President, Retail Sales. Reporting to the Regional Vice President, the DVPs will develop new accounts and support existing accounts in British Columbia.
This role is Vancouver based.
Core Responsibilities:
Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
Conducting ongoing office sales calls to ensure continued support for Mackenzie products
Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
Preparing and conducting sales and training presentations on subjects including new and existing Mackenzie products, market position, and economic and market outlook as it pertains to Mackenzie products, etc.
Providing feedback on the concerns and needs expressed by financial advisors and brokers and sharing sales and product ideas with the sales team.
Working with Business Development Managers and District Sales Associates to improve sales potential by delegating projects and coordinating workload with them
Lead territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainment
Requires frequent travel
Qualifications:
A minimum of 5 years’ relevant experience in a Sales environment
Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
Superior ability to establish, build, and maintain strong relationships
Well-developed presentation skills
Creative problem solver with the ability to exercise sound judgment in responding to questions and making decisions
Team Player who works collaboratively with the Sales and Marketing teams and other areas to meet our customers’ needs
Excellent knowledge of Mackenzie products/services and our distribution channels
Thorough knowledge of the securities industry and the stock and bond markets
Post‑secondary education (business and/or marketing preferred)
Successful completion of IFIC and/or CSC
Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset.
Benefits
COMPETITIVE COMPENSATION & RECOGNITION : competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
EMPLOYEE BENEFITS & INSURANCE : competitive health and dental coverage, flexible plan for you and your family and short‑term & long‑term disability plans.
RETIREMENT SAVINGS PROGRAMS : voluntary Group RRSP enrolment with employer matching component.
WORK LIFE BALANCE : paid volunteer days, competitive time off including 10 wellness days off, Work Perks…
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