Internal Wholesaler

iA Financial Group•Toronto, ON

22h•CA$60,636 - CA$79,585•Hybrid

About The Position

Build the future with us. Take your career to the next level. If you have a passion for building strong relationships and driving sales, then this is your chance to join a leading organization in the industry. As part of our Internal Wholesaling Team, you’ll report to the Vice President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This role is based in Toronto and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

3–5 years of financial industry experience.
Bachelor’s degree in Commerce, Finance, Business Administration, or Economics.
Proactive approach and ability to build strong client relationships.
Sales acumen and results-driven mindset.
Strong organizational and prioritization skills.
Collaborative spirit and ability to thrive under pressure.
CSC credentials (required).
Proficient with Morningstar Report Portal, YCharts, and Salesforce.

Nice To Haves

IFIC, CIM, CFP, CFA credentials.
Proficiency in French.

Responsibilities

Partner with VP of Sales to manage a defined territory, prioritize tasks, and achieve sales targets and KPIs.
Generate and grow business by actively prospecting for new sales opportunities, developing long-term advisor relationships, and supporting existing clients.
Leverage product and industry expertise to provide tailored solutions, increase sales, and retain assets.
Coordinate marketing and events by promoting regional roadshows and campaigns, ensuring strong attendance and engagement.
Manage data and reporting by maintaining accurate product and client information, preparing fund comparisons and analytics using Morningstar and YCharts, and creating broadcast emails for advisors.
Participate in strategic planning and collaboration through meetings, client segmentation, and assisting in the development and review of annual business plans.
Handle client issues and special projects by escalating concerns promptly and contributing to initiatives, including occasional evening or weekend events.