Mackenzie Investments

  • District Sales Manager, Laurentian Bank

    Job Location CA-QC-Montreal
    Posted Date 3 weeks ago(3 weeks ago)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Years of Experience
  • Job Description

    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 Vision

    Everything 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, through their eyes.

    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the
    following 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 Strategic Alliances Department at Mackenzie Financial Corporation is currently accepting applications for the position of Regional Sales Manager.  Reporting to the Director, Key Accounts, Strategic Alliances, the successful candidate will support and service one of Mackenzie’s Strategic Partners within the Quebec City or Montreal area.


    As a valued member of the Strategic Alliances team your core responsibilities will include:


    • Conduct ongoing coaching and document coaching plans to all Branch Advisors in collaboration with Branch Managers
    • Create and execute a joint business plan with the Strategic Partner’s Associate Vice Presidents.
    • Work with the Strategic Partners to support investment fund sales and service.
    • Provide ongoing feedback from the field/advisors to the Director Key Accounts and other District Vice Presidents as follows:
      • Communicate any concerns, needs or deficiencies; and
      • Share effective and successful sales and product ideas and practices.
    • Prepare and conduct sales and training presentations for Strategic Alliance Advisors
    • Work with and coach Advisors in areas of practice management.
    • Understand the top Advisors approach and help spread these best practices to other segments of the sales network.
    • Maintain accurate records within the sales systems (
    • Manage territory expenses.

    The following qualifications are required of the successful candidate:

    • Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences.
    • Exemplary teaching/coaching abilities.
    • Ability to adapt to different teaching/coaching needs
    • Superior ability to establish, build, and maintain strong relationships.
    • Well-developed presentation skills.
    • Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions.
    • Team Player who works cooperatively with the Sales and Marketing teams and other areas within Mackenzie to meet our customers’ needs.
    • Self-motivated and entrepreneurial.
    • Thorough knowledge of the securities industry and the stock and bond markets.
    • Good knowledge of Microsoft Word, Excel, PowerPoint.
    • Post-secondary education (Business and/or Marketing preferred).
    • Successful completion of IFIC and/or CSC.
    • Ability and willingness to travel within the Quebec region.
    • Enrolment or completion of financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset.
    • Excellent knowledge of Mackenzie products/services would be considered an asset
    • Bilingualism (French/English) is a mandatory requirement for this role.

    Internal 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 September 4, 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 offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


    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 # 18-188




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