Teams 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.