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Mackenzie Investments

Investment management and advisory services provider

Business Development Manager

Field SalesPosted on Nov 5
Full-timeVancouver, BC, Canada

About the Job

Requirements

  • A post-secondary degree is required outside Quebec, or an undergraduate degree is required in Quebec.
  • Completion of the Canadian Securities Course or CFA Level I is required.
  • Previous experience within the financial services industry is required.
  • Candidates must have strong communication skills and the ability to build rapport with financial advisors from diverse backgrounds and regions.
  • Candidates must be motivated to drive results, embrace creative ideas, and grow professionally.

Responsibilities

  • Develop and execute a business plan for the assigned territory in partnership with the District Vice President to drive sales within the territory.
  • Proactively uncover new business opportunities through outbound sales calls with financial advisors, building trust and identifying solutions that meet their needs.
  • Leverage Mackenzie’s investment solutions and deliver value-added insights to support advisors and enhance client outcomes.
  • Provide ongoing support to advisors regarding fund performance, market updates, Advisor Portal tools, and portfolio consultations.
  • Collaborate with internal business development managers, wholesalers, product specialists, and leadership to bring a consultative, team-based approach to sales success.

Desired Qualifications

  • CFA or Chartered Investment Manager certifications are assets but not required.
  • Experience exceeding the requirements of the position and demonstrating initiative is desirable.
  • Curiosity about capital markets, investment products, and the evolving landscape of financial advice is desirable.

About the Company

Mackenzie Investments

Investment management and advisory services provider

Mackenzie Investments is an investment management firm that provides investment advisory and related services to retail and institutional clients. It manages assets through research-driven strategies and a range of investment products, helping clients grow and protect their wealth. The company combines asset management expertise with disciplined research, risk management, and client-focused service to assemble and monitor portfolios that align with each client's goals. What sets Mackenzie apart is its deep heritage and emphasis on thought leadership, a strong roster of talent recruited from top institutions, and the stability of its ownership, all centered on helping investors succeed. The company's goal is to build confidence for investors in a changing world by delivering timely ideas and reliable performance thatsupports financial success for its clients.

Company size
Not listed
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1967

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