Internal Wholesaler

iA Financial Group•Vancouver, BC

22h•CA$70,500 - CA$92,500•Hybrid

About The Position

Build the future with us Join iA Clarington Investments Inc. as an Internal Wholesaler and play a key role in growing our business by developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of a strategic territory. This position represents an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Holds a DEC or bachelor’s degree in business administration, finance, economics, or another relevant field.
Has a minimum of 3 years of experience in financial sales, investment product distribution, or a similar role.
Is recognized for the ability to build strong, lasting business relationships.
Stands out for rigor, organizational skills, and the ability to manage multiple priorities.
Demonstrates a strong results orientation, autonomy, and initiative.
Has an advanced level of English proficiency, as the role involves regular communication and relationship-building with advisors, business partners, and internal teams located outside Québec.
Holds the Canadian Securities Course (CSC), required

Nice To Haves

IFIC, CIM, CFP, or CFA are considered assets.
Proficiency with Morningstar Advisor Workstation and YCharts.

Responsibilities

Working closely with the Vice President, Sales, to manage a defined territory and achieve sales objectives.
Actively generating new business opportunities through outbound calls and prospecting initiatives with advisors.
Developing and maintaining strong, long-term relationships with existing clients and new partners.
Maintaining daily contact by phone and videoconference to understand advisors’ business needs and propose tailored solutions.
Following up on meetings, roadshows, events, and webinars in support of the Vice President, Sales.
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support.
Supporting participation in regional events and roadshows through outbound calling campaigns.
Collaborating with the Sales Assistant for the territory to prioritize actions and deliverables.
Making daily calls related to subscriptions and redemptions to identify trends, business opportunities, and new investors.
Achieving the territory’s sales objectives and key performance indicators (KPIs).
Creating and distributing marketing communications and newsletters for advisors.
Producing fund comparisons and analyses using Morningstar Advisor Workstation and YCharts.
Actively participating in national, regional, and departmental meetings, as well as special projects.
Contributing to client segmentation and the development of the territory’s annual business plan, in collaboration with the Vice President, Sales.
Escalating client issues to the appropriate teams when required.
Participating in special events, including occasional evening or weekend activities.