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Job Details


Senior Manager, Inside Sales (4809072)

Banking, Mortgage, Investment

Branch Manager



Ontario, Canada

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $67.5 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $173.2 billion. We are committed to the financial success of investors, through their eyes.

Our Vision

Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

Our Values

Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

At Mackenzie Investments you can Build Your Career with Confidence by:

Changing the Game: 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.

Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

Being Proud: As a 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.

Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.

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 direct 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 atmosphere

+ 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, identifying 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 best practices, 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

Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by October 1, 2020. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.

External Applicants:

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 # 20-118

Job Type (EN): Full Time

Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking

Career Level (EN): Experienced, Management

External Company Name: Mackenzie Financial Corporation

External Company URL: [Register to View]

Post End Date: 10/1/2020