Grade: P7

Referral Level: Level 1

Division: MI Retail Distribution

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. 

At Mackenzie Investments You Can Build Your Career with Confidence.

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. As 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.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.

Position

Retail Distribution at Mackenzie Investments is currently accepting applications for the position of Manager, Sales Effectiveness.  Reporting to the AVP, Sales Enablement, the Manager, Sales Effectiveness will be responsible for building and managing best-practice sales activation plans that support the achievement of Retail Distribution’s strategic priorities and goals. This includes developing a wholistic approach to strategic initiative development and implementation with advisor and employee needs in mind.

They will be accountable for collaborating with Sales Leaders, Sales Experience & Analytics, Learning and Development, Marketing, Product and sales teams to create and implement meaningful activation plans to enable our Retail sales organization. This role is accountable for the day-to-day management of activities related to initiative launches, developing content for internal employee events and employee experience initiatives.

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

Sales Activation

• Drawing on past initiatives and ROI analysis, and in conjunction with the Sales Leadership, collaboratively build end-to-end sales activation plans to support the achievement of business objectives and priorities. This may include initiatives such as product launches, new processes, and other go to market initiatives.
• Design and execute activation reporting to assess the impact of activation plans post implementation
• Maintain a critical eye on implementation tactics to continuously improve the advisor and employee experience, and ensure that change is managed effectively.
• Proactively influence and collaborate with key partners to ensure activation plans are built to maximize impact and put the advisor needs at the center.
• Prepare and present proposals to senior sales leaders to solicit feedback, and obtain buy-in on activation plans

Communication & Planning

• Maintain ‘always on’ view to upcoming initiatives impacting the sales team, including overseeing weekly email communication to the sales teams and sales leadership
• Facilitate working teams aimed at improving Retail processes and maximizing the reach/impact of resources
• In collaboration with Sales leadership, develop resources to be leveraged by sales teams as part of territory sales planning
• Collaborate with IGM partners on matters impacting funds, including service recovery management and communication to sales

Employee Experience

• In collaboration with Sales Leaders, design and deploy highly engaging and impactful employee event agendas that reflect Retail Distribution’s business priorities
  • National Sales Conference
  • Wholesaler Summit
  • Nationally lead Regional Team Meetings
• Leverage a consultative approach to problem solving, and ensuring all partners and stakeholders have clear understanding of expectations and outcomes for internal events.
• Develop employee communications related to internal events, and sales activation initiatives were required

Ongoing Day-to-Day activities

• Keep abreast of changing environment and shares and applies learnings where appropriate.
• Accountable for Sales Enablement intern leadership and allocating resources.
• Create a cohesive and motivated atmosphere and group culture across sales enablement and Retail partners
• Reward and recognize desired behaviors and results
• Identify ongoing areas of opportunity for improvement within Retail

The following qualifications are required of the successful candidate:

• A minimum of 5 years’ experience in an Enablement or Sales Support environment
• Experience in building strong relationships with a variety of partners and senior leaders
• Demonstrated success in change management initiatives
• Highly collaborative with excellent interpersonal, negotiation and influencing skills
• Strong organizational, planning and communication skills
• Innovative problem-solving abilities
• Strong analytical skills
• Strong presentation, facilitation, interpersonal and coaching skills
• Effective management of projects and timelines

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

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 accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please apply by February 7, 2025.

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