Develop and execute territory business plans, generate new business through outbound calls to financial advisors, and promote Mackenzie investment solutions. Build trusted advisor relationships, provide support on fund performance, markets, portfolio consultations, and portal tools, and collaborate with wholesalers, product specialists, and leadership. The role requires strong communication, financial-services interest, sales motivation, and knowledge of capital markets and investment products.

Develop and execute territory business plans, generate new opportunities through outbound calls to financial advisors, and promote investment solutions. Provide advisors with fund performance updates, market insights, portal support, and portfolio consultations. Collaborate with wholesalers, product specialists, internal business development managers, and leadership to drive sales. The role requires strong communication, relationship-building, financial services knowledge, and completion of the Canadian Securities Course or CFA Level I.