Internal Wholesaler

iA Groupe financier; Burnaby; Ibrido; CAD 71.000 - 93.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible group insurance

Competitive pension plan

Employee share purchase plan

Vacation and wellness days

Personal development

Descrizione del lavoro

iA Clarington Investments Inc. is seeking an Internal Wholesaler to grow our business by developing lasting relationships with brokerage firms and financial advisors.

You will work closely with the external sales team to drive the territory's commercial performance and participate in regional events, webinars, and roadshows while supporting product and policy knowledge. You will manage a defined territory, generate opportunities through outbound calls, and maintain ongoing client communications

Competenze

• DEC or bachelor’s degree in business administration, finance, economics, or related field.
• Minimum 3 years of experience in financial sales or investment product distribution.
• Ability to build strong, lasting business relationships.
• Strong organization, multi-priority management, and results orientation.
• Advanced English proficiency for cross-border collaboration.

Mansioni

• Manage defined territory with VP Sales to achieve objectives.
• Generate new business opportunities through outbound calls and prospecting with advisors.
• Develop and maintain long-term relationships with clients and partners.
• Maintain daily contact by phone/video to understand advisor needs and propose tailored solutions.
• Support participation in regional events and roadshows; coordinate with Sales Assistant.

Conoscenze

Outbound calls

Relationship building

Prospecting

English proficiency

Formazione

DEC or Bachelor degree in business/finance

Strumenti

Morningstar Advisor Workstation

YCharts

Descrizione del lavoro

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.

What you will accomplish with us

As an Internal Wholesaler, you will be at the core of our mission. Key responsibilities include:

• 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.

What could accelerate your success in this role

We are looking for someone who:

• 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.

Professional assets:

• Holds the Canadian Securities Course (CSC), required; IFIC, CIM, CFP, or CFA are considered assets.
• Proficiency with Morningstar Advisor Workstation and YCharts.

Why you will enjoy working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, equitable, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces. Competitive benefits include: flexible group insurance, a competitive pension plan, an employee share purchase plan, vacation and wellness days and personal development, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more!

Compensation - British Columbia

The typical hiring range for this position is $70,500 to $92,500 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us . Someone from our team will be happy to assist you.