Proven ability to build and maintain client relationships
Excellent presentation skills
Creative problem-solving abilities
Team-oriented with collaborative skills
In-depth knowledge of Mackenzie products and distribution channels
Understanding of the securities industry and market dynamics
Post-secondary education in business or marketing preferred
Completion of IFIC and/or CSC; CFA, CIM, or CFP is a plus
Responsibilities
Service clients in British Columbia, focusing on sales growth
Conduct regular office sales calls to support Mackenzie products
Identify and establish new business opportunities
Prepare and deliver sales and training presentations
Gather and relay feedback from financial advisors and brokers
Collaborate with Business Development Managers to enhance sales
Manage territory expenses to stay within budget
Frequent travel required for client engagement
Benefits
Competitive base salary and performance-based bonuses
Education and career support opportunities
Employee Share Purchase Plan with employer matching
Comprehensive health and dental coverage
Flexible benefits plan for employees and families
Voluntary Group RRSP with employer matching
Paid volunteer days and wellness days off
Hybrid and flexible work arrangements
Inclusive culture with community engagement initiatives
Full Job Description
Job Description
Location: Victoria, British Columbia
Referral: Level 2
Position:
The Retail Distribution Department at Mackenzie Investments is currently accepting applications for a District Vice Presidents, Retail Sales. Reporting to the Regional Vice President, the DVPs will develop new accounts and support existing accounts in British Columbia.
This role is Victoria based.
As a valued member of the Retail Distribution team your core responsibilities will include:
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
The following qualifications are required of the successful candidate:
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
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, WorkPerks discount program, hybrid & flex work arrangements.
INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.
Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
