Business & Strategy (1)

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.

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:

Undergraduate degree
Successful completion of a financial services industry program course is required: CSC or CFA Level I
Candidates must be fluent in Mandarin and/or Cantonese
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:

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 Wholesaler Development Program – WDP (training & development to become a Wholesaler

The expected annual pay range for this position is $103 000 - $130 000, which includes base salary and variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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.

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Business Development Manager

Asian Services

Mackenzie Investments

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