District Vice President, Retail Sales

  • Company:
    Mackenzie Investments
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    4 weeks ago
  • Category:
    Business / Mgmt

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.Our VisionEverything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, throughtheireyes.Our ValuesOur growth and success are the direct result of our employees, and we strive to create a workplace supported by thefollowing core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.At Mackenzie Investments you can Build Your Career with Confidence by:Changing the Game: 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.Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.Being Proud: As a 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.Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.The Retail Distribution Department at Mackenzie Investments is currently accepting applications for two (2) District Vice Presidents, Retail Sales. Reporting to the Regional Vice President, the District Vice Presidents will develop new accounts and support existing accounts within a Vancouver territory.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 District Sales Representatives and District Sales Coordinators to maximize sales potential by delegating projects and coordinating work load with themManage territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainmentRequires frequent travelThe following qualifications are required of the successful candidate:A minimum of 5 years’ relevant experience in a Sales environmentDynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiencesSuperior ability to establish, build, and maintain strong relationshipsWell-developed presentation skillsCreative thinker with the ability to exercise sound judgment in responding to questions and making decisionsTeam Player who works cooperatively with the Sales and Marketing teams and other areas to meet our customers’ needsExcellent knowledge of Mackenzie products/services and our distribution channelsThorough knowledge of the securities industry and the stock and bond marketsPost-secondary education (business and/or marketing preferred)Successful completion of IFIC and/or CSCEnrolment or completion of Financial industry related accreditation, such as CFA, CIM, CFP, would be considered an assetTrilingual (Cantonese, Mandarin, and English) is an assetInternal Applicants: If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by October 5, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. External Applicants: 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 in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.File # 18-218