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Manages mortgage finance operations, including securitization investments, mortgage financing and sales transactions, interest rate derivatives, financial forecasting, valuation, liquidity and capital management, and financial risk reporting. The role also supports corporate development through analysis, valuations, due diligence, and process development while maintaining accurate valuation-system records.

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.

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.