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Job Description:
At Mackenzie Investments You Can Build Your Career with Confidence.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $242 billion in total assets under managements. 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, Mackenzie Investments and Investment Planning Counsel.
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 Greater Toronto’s Top Employers (2022) 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.
The Retail Sales department at Mackenzie Investments is currently accepting applications for the position of Manager, Inside Sales! Reporting to the Vice-President, Head of Inside Sales; the successful candidate will be responsible for managing a team of Inside Sales Representative and will have the following primary responsibilities:
- Oversee and advise the daily activities of Inside Sales Representatives including but not limited to: performance management, goal setting, job evaluations, developing and mentor team members, ensure proper sales coverage while managing group culture to ensure a cohesive and motivated team environment
- Provide leadership, coaching, and development strategies in order to achieve overall effectiveness of advisor communications and ensures consistent application of the Mackenzie Investments sales processes and tools.
- Conduct bi-weekly call coaching through side by side sessions, preparing summaries and addressing opportunities for improvement as well as identifying level of product knowledge around both internal and competitive offerings
- Develops individualized / customized coaching plans and offers advice on selling style approach when needed.
- Monitors calling activity of assigned Inside Sales Representatives, ensuring high quality Advisor interactions.
- Liaise with Wholesaling team leads to identify educational and coaching opportunities.
- Manages continuous improvement activities of the Inside Sales function, finding opportunities to improve performance through ongoing productivity enhancements.
- Participate in discussions with product marketing to develop action plans during product launches or material changes to existing offerings.
- Develops and re-enforces “Sales Play” materials for Inside Sales Team as needed.
- Interacts with senior management, developing and delivering regular performance reports
- Human resource management, including coaching, hiring, performance management, compensation recommendations, training and career development
- Work closely with Calgary, Montreal and Vancouver based counterparts to share information, implement standard processes, and achieve shared objectives.
The following qualifications are required of the successful candidate:
- Extensive mutual fund industry background, including product knowledge, knowledge of the securities industry and the stock and bond markets and at least two years of management experience in mutual funds or related industry
- Experience as an Inside Sales Representative
- Proven leadership, coaching and mentoring 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
- Strong relationship building and interpersonal skills
- Ability to multi-task in a diverse and fast-paced organization
- Strong written and verbal communication skills
- Post-secondary education in a relevant business discipline
- Successful completion of IFC and/or CSC is required
- Travel may be required
Other Job-Related Information
Overtime may be required during peak business. Flexible work hours may be required.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
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 November 30, 2022.
