Mackenzie Investments

  • Practice Management Specialist

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(11/1/2018 2:47 PM)
    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 $60 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 $140 billion. We are committed to the financial success of investors, through their eyes.


    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 Retail Distribution Division at Mackenzie Investments is currently accepting applications for the position of Practice Management Specialist.  Reporting to the AVP, Practice Management, the successful candidate will be responsible for supporting the Practice Management Team through research and developing practice management tools for the team and advisors.


    This position requires a highly motivated, creative, detail oriented self-starter with an excellent understanding of the financial industry and the financial advisor’s business.


    As a valued member of the Retail Distribution team your core responsibilities will include:

    • Collaborate with Practice Management Team to streamline content offering across multiple sources (website, video series, blogs, social media, power points, advisor tools, articles, worksheets, internal education)
    • Transform practice management strategies into compelling, relevant and easily consumable content
    • Manage and update all practice management content for use by Practice Management Team and Sales Teams
    • Work with sales teams to Implement and facilitate practice management programs for financial advisor teams on areas for improvement
    • Partner and collaborate with the Marketing Team to implement practice management resource offering
    • Conduct research with advisors through focus groups and calls to advisors experiencing Mackenzie’s Practice
    • Management offering
    • Execute practice management internal communication strategy to support sales teams
    • Conduct follow up research for presentations and coaching calls conducted by team
    • Develop and maintain expertise in the area of financial advisor practice management and industry trends.

    The following qualifications are required of the successful candidate:

    • 5 years + experience in financial services industry
    • Excellent understanding of financial advisor business needs
    • Excellent knowledge of financial services industry and advisor best practices
    • Proven track record of transforming strategies and ideas into compelling, relevant and easily consumable content
    • Proven customer service, interpersonal and organizational skills
    • Knowledge of the critical aspects of practice management for financial advisors. (strategic business planning, segmenting, capacity and profitability, communications, marketing to existing clients, managing client expectations, branding, creating process and systems, leadership, niche marketing etc)
    • Must be able to work with all levels in the organization

    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 November 14, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 11. The referral bonus for this position is 2.


    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 #18-249


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