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District Sales Coordinator At Mackenzie Investments

Location: Toronto, Ontario

Job Description

Job Description

At Mackenzie, we value innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.

The Distribution Department at Mackenzie Investments is currently accepting applications for the position of District Sales Coordinator. Reporting to the Supervisor, District Sales Coordinators, the successful candidate’s primary responsibility is to provide administrative support for two sales teams (2 District Vice Presidents, 2 District Sales Representatives).

This support includes:

  • Overseeing the territory management by preparing/maintaining/forecasting consistent geographic coverage including scheduling client meetings
  • Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
  • Ordering recognition gifts, sending weekly/monthly/quarterly thank you/congratulation cards
  • Preparing correspondence, special mailings, client reports and CE credit letters
  • Ordering all team product/marketing materials
  • Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests
  • Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
  • Maintaining all client related information in our CRM database
  • Facilitating weekly team meetings with a prepared agenda
  • Booking all travel including air, hotel and transportation for the sales teams
  • Preparing/presenting monthly internal team reports to the Regional Vice President
  • Processing all Sales Practices requests for our clients as the team compliance coordinator
  • Processing the sales teams expenses and cheque requests

The following qualifications will assist the successful candidate in accomplishing these functions:

  • Related post-secondary education
  • Advanced knowledge of MS Word, Outlook and Excel
  • Excellent communication skills, both written and verbal
  • Professional telephone manner
  • Excellent interpersonal and organizational skills
  • Ability to work well under pressure
  • Ability to work independently and in a team environment
  • Knowledge of the mutual fund industry
  • CSC/IFC certification is an asset
  • Knowledge of National Instrument NI 81-105 is an asset
  • Experience with Salesforce (or a similar CRM system) and Concur is an asset

What you can expect to gain from the experience:

  • Opportunity to learn about and gain exposure to a dynamic sales team
  • Coaching and support from direct manager and sales team in your role and your career aspirations
  • Proven prioritization, attention to detail and organizational skills
  • Relationship building skills

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 # 18-044