IGM Financial Inc. is looking to solve the problem of helping more than two million Canadians meet their financial goals through its wealth and asset management services.
Requirements
Successful completion of a financial services industry program course is required: CSC or CFA Level I
Completion of the CFA, CFP or CIM would be an asset but not required
An interest and curiosity in capital markets and how they relate to the fund industry
Responsibilities
Create and implement your business plan in collaboration with the Vice-President, for your assigned geographic territory
Discover and explore new business opportunities via proactive sales calls with new & existing investment advisors
Advise & give value-add ideas about Mackenzie products & services in order to support advisors in an ever-changing business environment
Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles
Other
Post-secondary degree is required
A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written
Travel may be required for in-person opportunity to participate in the National Sales Conference as well as sales training
