District Sales Associate

Mackenzie Investments is a leading wealth and asset management company in Canada, offering financial planning and investment services. The District Sales Associate will provide administrative and event coordination support for sales teams, including scheduling events, preparing reports, and maintaining client information in the CRM database.

Responsibilities

• 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

Skills

• 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 French and English is required to support clients and Team members within and/or outside the province of Quebec
• Bilingualism English/French

Benefits

• Annual short-term incentive
• Health and well-being benefits
• Retirement and savings plan
• Paid time off
• Career development

Company Overview