Jobs at Mackenzie Investments

Summer sales intern supporting Mackenzie Investments’ wholesale investment sales team. Responsibilities include researching fund performance, pricing, competitors, and business processes; preparing proposals and reports; presenting findings; supporting marketing campaigns and projects; assisting with Salesforce and territory planning; and contributing to the sales process. The role requires analytical, communication, organizational, teamwork, leadership, and Microsoft Office skills. This is a hybrid May–August 2027 position in Calgary for undergraduate students returning to school.

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.

Drive sales and advisor engagement across an assigned Canadian territory. Responsibilities include developing and executing a territory business plan, generating new business through outbound calls, presenting investment solutions, supporting financial advisors with market and fund updates, and collaborating with wholesalers, product specialists, and leadership. The role requires strong communication, relationship-building, financial services interest, and knowledge of capital markets and investment products.

Summer sales intern supporting the wholesale investment sales team through fund comparisons, pricing and performance research, competitive analysis, territory planning, Salesforce activities, and proposal development. The role also involves presenting findings to senior management, reviewing processes for improvement, assisting with projects and marketing campaigns, and contributing to the sales process. Candidates must be undergraduate students returning to school after the internship and demonstrate analytical, communication, organizational, teamwork, leadership, and Microsoft Office skills.

Drive sales and advisor engagement across an assigned Canadian territory. Develop territory business plans, identify new opportunities through outbound calls, build relationships with financial advisors, provide investment and market insights, support fund and portfolio consultations, and collaborate with wholesalers, product specialists, and internal sales teams. The role requires financial services experience, strong communication skills, a post-secondary or undergraduate degree depending on location, and completion of the Canadian Securities Course or CFA Level I.

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.

Summer sales intern supporting wholesale investment sales through research, proposals, reports, fund comparisons, pricing and performance analysis, competitive analysis, Salesforce administration, and territory planning. The role also involves reviewing business processes, supporting AI-enabled improvements, assisting with projects and marketing campaigns, presenting findings to senior management, and helping advance the sales process.

Summer intern supporting the Canadian Equities investment team through industry and company research, qualitative and quantitative analysis, financial modeling, management interviews, report writing, and investment recommendation development. The role requires collaboration with investment professionals, data analysis, strong communication, prioritization, and interest in capital markets. This full-time Winnipeg position runs from May through August 2027, with a hybrid schedule of three office days per week.