Senior Analyst, Sales Enablement

Job Description

Grade: P6

Referral Level: Level 1

Division: MI-DR

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 Investments.

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 Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, 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.

Position

Retail Distribution at Mackenzie Investments is currently accepting applications for the position of Senior Sales Analyst, Sales Enablement. Reporting to the Manager, Sales Effectiveness, the Senior Sales Analyst will be responsible for executing against the Retail Distribution External and Internal event strategy, as well as enhancing the effectiveness of Retail initiatives. These initiatives include but are not limited to partnering with Product & Marketing to deliver advisor and investor facing content, implementing sales readiness plans related to events and products.

As a valued member of the Retail Distribution team, your core responsibilities will include:

Advisor-Facing Content Development

• Facilitate the development of advisor facing content for Mackenzie Due Diligences and webinars in partnership with Product, Marketing and Sales Leaders. Formalizing event agendas and required collateral.
• Leverage a consultative approach to problem solving, ensuring all partners and stakeholders have clear understanding of expectations and objectives for our events.
• Collaborate with sales leadership to establish presenter expectations and adherence to Retail messaging.
• Develop event briefs for advisor facing events aligned to Mackenzie priorities and the needs of our advisors, acting as the point of contact for all feedback from the sales lead and stakeholders on the creative brief.
• Implement and execute against project plans.
• Design and execute activation plans to improve event effectiveness and advisor experience.
• Onsite content management at advisor facing events.

Internal Event Content Support

• Collaborate with sales leaders to develop internal team meeting agendas and content that aligns with the needs of the business. This role is accountable for developing agenda proposals, soliciting feedback and gaining consensus on recurring internal team meetings.
• Manage any logistics related to nationally led internal content.
• Develop and deploy internal event surveys to seek out means of improving the events.
• Support the execution of large scale internal events – National Sales Conference and Wholesaler Summit – in collaboration with sales leaders, partners and Sales Enablement & Planning colleagues.

Sales Team Readiness for Internal and Advisor Events

• Create communications to be shared with the sales teams related to advisor events, including launching event series, expectations, and resources available for sales activation activities for events.
• Prepare any pre or post event related materials for the sales team.
• Facilitate discussions on event activations with sales leaders, Product & Marketing partners.

Ongoing Process Improvements and Team Support

• Create and maintain role procedures and process documents.
• Identify process improvement opportunities within the team.
• Conduct ongoing analysis to ensure processes and timelines are adhered to.
• Provide 1:1 support for interns joining the Sales Enablement team.

The following qualifications are required of the successful candidate:

• A minimum of 4 years’ experience in a Sales or Enablement environment.
• Highly collaborative with excellent interpersonal, negotiation and influencing skills.
• Strong organizational, planning and communication skills.
• Passion for analysis and innovative problem-solving abilities.
• Strong analytical skills.
• Project Management skills.
• Effective management of projects and timelines.
• Experience in the Canadian investment / financial services industry an asset.
• Willingness to travel across Canada in support of advisor facing events, as required.

Please visit our career page by clicking on the following link: Mackenzie Investments Careers

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 April 21, 2025.

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