Job Description

:Grade: P9Referral Level: Level 2Division: MI Retail DistributionIGM Financial Inc. is one of Canada\'s leading diversified wealth and asset management companies with approximately $252 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 and Mackenzie InvestmentsUnder IGM Financial\xe2\x80\x99s 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 Canada\xe2\x80\x99s Top Employers 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 \xe2\x80\x93 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.PositionOur Practice Management team is focused on developing and delivering a superior client experience with Mackenzie through Practice Management solutions. We primarily do this by offering customized coaching and engagements to drive improved client delivery, improved business performance and efficiencies in the advisor practice.Reporting to the Assistant Vice President, Practice Management; the Director will be responsible for developing and delivering a superior client experience with Mackenzie through Practice Management solutions. This position is located in Montreal. The successful candidates\xe2\x80\x99 responsibilities will include collaborating with Regional Sales Teams and Financial Advisors to reach their business goals.The individual\xe2\x80\x99s core responsibilities will include:

• Delivering practice management solutions through public speaking to financial advisors at presentations, workshops, keynotes, professional development days, dealer events, conferences, webinars, and conference calls.
• Align with the National Accounts Team and the Strategic Alliance Team initiatives to support Dealer Head Office practice management initiatives.
• Assist the sales teams to build partnerships with advisors in their territories to increase the breadth and depth of Mackenzie distribution.
• Engage in coaching and workshop sessions with advisors across Canada.
• Collaborate with the Practice Management Team and provide thought leadership to assist in the development of practice management tools, materials, and other resources to be used by advisors to provide support for their businesses.
• Research top Practice Management upcoming trends and provide timely content in forms of presentations, articles, worksheets and learning courses.

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• Bilingualism (French/English) is a mandatory requirement for this role.
• BA in relevant field; Masters preferred
• Completion of Canadian Securities and/or IFIC preferred.
• Professional Coaching training and certification preferred.
• Public speaking experience preferred.
• Proven customer service, interpersonal and organizational skills
• Excellent knowledge of financial services/mutual fund industry - Must be familiar with industry related issues and the needs of the various distribution channels.
• Demonstrated coaching, leadership and facilitation skills - Must be familiar with coaching principles, concepts, techniques and competencies that assist in determining client\'s level of intent, commitment and action.
• Knowledge of the critical aspects of practice management for financial advisors (strategic business planning, team management, discretionary business, segmenting, capacity and profitability, communications, marketing to existing clients, managing client expectations, branding, creating process and systems, leadership, technology, self-management etc.)
• Ability and willingness to travel

Please visit our career page by clicking on the following link: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 August 27, 2024.#LI-JS2#LI-Hybrid

Mackenzie Financial Corporation