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.

Supports the inside sales team through investment fund comparisons, pricing and performance research, competitive analysis, territory planning, Salesforce activities, and sales-process support. Conducts business-process reviews, identifies improvement opportunities using AI, develops proposals and reports, presents findings to senior management, and assists with projects and marketing campaigns. This full-time hybrid internship runs from January through April 2027 in Vancouver.

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.