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About the Role
The District Sales Associate will provide administrative support to sales teams, including territory operational support, business plan creation, facilitating team meetings, and identifying new business opportunities. This role adheres to internal compliance regulations and sales practices.
Responsibilities
- Provide administrative support to sales teams (2 or more District Vice Presidents and 2 or more Business Development Managers).
- Manage territory operations, including calendar, expense, and budget management.
- Plan and execute events.
- Maintain the CRM database.
- Create and implement business plans in collaboration with the District Vice-President and Business Development Manager.
- Facilitate weekly team meetings to ensure efficiency and consistency in territory management.
- Identify and explore new business opportunities through proactive sales calls.
- Strengthen internal and external client relationships.
- Act as the team compliance coordinator, adhering to Internal Compliance regulations and Sales Practices under NI 81-105.
Requirements
- Post-secondary qualification or equivalent industry experience.
- Willingness to pursue new and creative ideas.
- Motivation to achieve results.
- Dedicated and energetic.
- Strong communication skills – both verbal & written.
- Interest and curiosity in capital markets and the fund industry.
- Ability to work with multiple priorities.
- Ability to work independently and in a team environment.
- Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) would be an asset but not required.
Skills
- Attention to detail
- Time management
- CRM database management
- Sales calls
- Client relationship management
- Compliance regulations
- Sales practices
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- P4
Education Level
- Post-secondary qualification or equivalent industry experience
- Financial services industry program course (asset)
Salary/Compensations
- $47,000 - $67,000 (includes base salary and variable sales incentive)
Benefits
- Share Purchase Plan
- Health and Dental coverage
- Education/Career support
- Paid Volunteer Day
- In-person opportunity to participate in the National Sales Conference
- Sales training
- Inside Wholesaler Development Program (IWDP)
- Annual short-term incentive
- Health and well-being benefits
- Retirement and savings plan
- Paid time off
- Career development
About the Company
- IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets.
- 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.
- Recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers.
- Vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
- Values: Be better, Be accountable, Be a team.
Equal Opportunity
- IGM is a diverse workplace committed to doing business inclusively.
- Encourages 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.