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About the Role

The District Vice President (Wholesaler) will develop new accounts and support existing accounts in Northern Ontario and surrounding areas, focusing on generating sales from new and existing clients and prospects. This role involves conducting office sales calls, identifying new business opportunities, and preparing/conducting sales and training presentations.

Responsibilities

• Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
• Conduct ongoing office sales calls to ensure continued support for Mackenzie products
• Identify new business opportunities, establish relationships accordingly and respond to the specific needs of new and existing accounts
• Prepare and conduct 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
• Provide feedback on the concerns and needs expressed by financial advisors and brokers and share sales and product ideas with the sales team
• Work with Business Development Managers and District Sales Associates to improve sales potential by delegating projects and coordinating workload
• Lead territory expenses appropriately to ensure the territory’s budget is on target, including co-op, travel, promotional items and entertainment
• Requires frequent travel

Requirements

• 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
• Successful completion of CSC

Skills

• Sales
• Communication
• Relationship Building
• Presentation Skills
• Problem Solving
• Judgment
• Teamwork
• Product Knowledge
• Industry Knowledge

Location

• Northern Ontario

Work Type

• Hybrid

Experience Level

• 5+ years relevant experience

Education Level

• Post-secondary education (business and/or marketing preferred)
• Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, CAIA, or graduate degree would be considered an asset

Benefits

• Competitive base salary
• Performance-weighted bonus
• Education/career support
• Option to join Employee Share Purchase Plan with employer matching component
• Competitive health and dental coverage
• Flexible plan for you and your family
• Short-term & long-term disability plans
• Voluntary Group RRSP enrolment with employer matching component
• Paid volunteer days
• Competitive time off including 10 wellness days off
• WorkPerks discount program
• Hybrid & flex work arrangements
• Engaging with community through Business Resource Groups

About the Company

• IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025.
• 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.
• Mackenzie Investments is recognized as one of Canada’s Top 100 Employers for the fourth consecutive year 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.

Equal Opportunity

• IGM 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.
• Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.