District Sales Associate

Mackenzie Investments View all jobs

Montreal, QC
$47,000-67,000 per year
Permanent
Full-time

2 days ago

Job DescriptionIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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.At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.The Strategic Partnerships Sales Division of the Institutional Sales and Service Department, at Mackenzie Investments is currently accepting applications for the position of Sales & Events Coordinator. Reporting to the Director, Strategic Partnerships, the successful candidate’s primary responsibility is to provide administrative and event coordination support for sales teams and the Director, Strategic Partnerships.This support includes:

Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
Ordering promotional items for clients
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 Director, Partner Sales
Processing the sales teams expenses and cheque requests

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

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

What you can expect to gain from the experience:

Opportunity to learn about and gain exposure to a dynamic sales team
Opportunity to advance your career within the department and organization
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
Bilingualism English/French

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.The expected annual pay range for this position is (47,000 - 67,000), which includes base salary and target variable sales incentive. Base salary is determined based on skills, knowledge and experience and variable sales incentive is subject to achieving set business and performance objectives. This role is also eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.IGM 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.Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to .We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Please apply by April 27 2026.#LI-JS2#LI-Hybrid

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