District Sales Associate

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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. 

• →Territory operational support with a strong focus on attention to detail and time management, which includes territory calendar management, expense and budget management, events planning, and maintaining our CRM database.
• →Create and implement your business plan in collaboration with the District Vice-President and Business Development Manager for your assigned territory. 
• →Facilitating weekly team meetings as part of the implementation of business processes and ensuring efficiency and consistency of territory management.
• →Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
• →Adheres and applies Internal Compliance regulations and Sales Practices under NI 81-105 for our clients as the team compliance coordinator.

• Undergraduate degree
• Willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written.
• An interest and curiosity in capital markets and how they relate to the fund industry.
• Ability to work well 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.

• Great compensation (competitive base and commission) & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year).
• In-person opportunity to participate in the National Sales Conference as well as sales training (opportunity to network with colleagues across the country).
• Growth Opportunity to work with and learn from a dynamic and diverse team of sales experts. 
• Ongoing training to develop market, product & sales skill knowledge.
• Opportunity to attend multiple client events throughout the year.
• Opportunity to participate in our Inside Wholesaler Development Program – IWDP (training & development to become a Business Development Manager/ Inside Wholesaler).