Mackenzie Investments District Vice President, Retail Sales Full Time in Edmonton, AB

Mackenzie Investments

Branch Edmonton AB CA

District Vice President, Retail Sales
Edmonton, AB

Co-op, travel, promotional items and entertainment. Superior ability to establish, build, and maintain strong relationships….

Mackenzie Investments is currently accepting applications for the position of District Vice President, Retail Sales. Reporting to the Regional Vice President, the District Vice President will develop new accounts and support existing accounts within an Edmonton area territory. The successful candidates’ specific responsibilities will include:

  • Service Mackenzie clients in the territory, focusing on generating sales from new and existing clients and prospects
  • Conducting ongoing office sales calls to ensure continued support for Mackenzie products
  • Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing accounts.
  • Preparing and conducting sales and training presentations on subjects including new and existing Mackenzie products, market position, and economic and market outlook as it pertains to Mackenzie products, etc.
  • Providing feedback on the concerns and needs expressed by financial advisors and brokers and sharing sales and product ideas with the sales team.
  • Working with District Sales Representatives and District Sales Coordinators to maximize sales potential by delegating projects and coordinating work load with them
  • Manage territory expenses appropriately, to ensure the territory’s budget is on target. This includes: co-op, travel, promotional items and entertainment
  • Requires frequent travel

The following qualifications will assist the successful candidate in carrying out these responsibilities:

  • Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
  • 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 to meet our customers’ needs
  • Excellent knowledge of Mackenzie products/services and our distribution channels
  • Thorough knowledge of the securities industry and the stock and bond markets
  • Post-secondary education (business and/or marketing preferred)
  • Successful completion of IFIC and/or CSC
  • Enrolment or completion of Financial industry related accreditation, such as CFA, CIM, CFP, would be considered an asset

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 October 28, 2015. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The referral bonus level for this position is 3.

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. Please advise Human Resources if you require an accommodation.

File # 15-134

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Edmonton, AB, CA
Posted on: 2015-10-23
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