Advisor Relations & Territory Growth Specialist

iA Financial Group (Industrial Alliance); Vancouver; Hybrid; CAD 71,000 - 93,000; Full time

Benefits offered by this job

Hybrid work environment

Benefits package

Employee share purchase plan

Wellness days

Telemedicine

Job summary

iA Clarington Investments Inc. is seeking an Internal Wholesaler to grow a defined territory by developing lasting relationships with brokerage firms and financial advisors. You will work with the external sales team to contribute to the territory’s commercial performance.

This role offers a collaborative, development-focused environment with hybrid work and a comprehensive benefits package designed to support professional growth and client service excellence.

Qualifications

• DEC or Bachelor’s degree in business administration, finance, economics, or a related field.
• Minimum 3 years of experience in financial sales, investment product distribution, or a similar role.
• Strong ability to build lasting business relationships.
• Rigorous, organized, and able to manage multiple priorities.
• Strong results orientation, autonomy, and initiative.
• Advanced English proficiency with advisors and partners outside Québec.

Responsibilities

• Work with the VP, Sales, to manage a defined territory and hit sales objectives.
• Generate new business opportunities via outbound calls and prospecting with advisors.
• Build and maintain long-term relationships with clients and partners.
• Maintain daily contact by phone and video to understand advisor needs and propose solutions.
• Follow up on meetings, roadshows, events, and webinars to support the VP, Sales.
• Manage product and policy information to provide high-quality client support.
• Support regional events and roadshows through outbound calling campaigns.
• Collaborate with the territory Sales Assistant to prioritize actions and deliverables.
• Make daily calls about subscriptions and redemptions to identify trends and opportunities.
• Aim to achieve territory sales objectives and KPIs.
• Create and distribute marketing communications and advisor newsletters.
• Produce fund comparisons using Morningstar and YCharts analyses.
• Participate in meetings, projects, and territory business planning.
• Contribute to client segmentation and annual plan development with the VP, Sales.

Skills

Relationship building

Organizational skills

Results oriented

Autonomy

Initiative

English proficiency

Education

DEC/Bachelors in business/finance

Tools

Morningstar Advisor Workstation

YCharts

Job description

iA Clarington Investments Inc. is seeking an Internal Wholesaler to grow a defined territory by developing lasting relationships with brokerage firms and financial advisors. You will work with the external sales team to contribute to the territory’s commercial performance.

This role offers a collaborative, development-focused environment with hybrid work and a comprehensive benefits package designed to support professional growth and client service excellence.