Internal Wholesaler

Iaawg; Toronto; Hybrid; CAD 73,000 - 96,000; Full time

Benefits offered by this job

Base salary plus commission

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program and personal leave

Wellness program

Home office equipment program

Education Assistance Program

Telemedicine services

EFAP

Job summary

iA Financial Group is seeking an Internal Wholesaler to drive sales in a defined Canadian territory. You will build advisor relationships, use Morningstar Advisor Workstation and YCharts, and work with the VP, Sales to meet targets.

The role requires a CSC designation, a bachelor’s degree and willingness to travel occasionally, including evening or weekend activities when required.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics or a related field.
• CSC designation is required; IFIC, CIM, CFP or CFA are assets.
• Strong knowledge of investment products and the investment industry.

Responsibilities

• Manage a defined territory and generate sales opportunities.
• Proactively prospect new advisor relationships and outbound calls.
• Use video and phone to understand client needs and provide solutions.
• Support VP, Sales with meetings, roadshows and events follow-up.
• Attend territory events and travel as needed; participate in after-hours activities.

Skills

Client-focused

Interpersonal skills

Communication

Territory management

Outbound prospecting

Time management

Education

Bachelor's degree in Commerce/Finance/Business Administration/Economics

Tools

Morningstar Advisor Workstation

YCharts

Job description

Job Description

Build the future with us Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. Reporting to the Vice President, National Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts with both existing clients and new prospects. As part of the Wholesaling Team, you will work closely with the VP, Sales and Territory Sales Assistant in a designated territory to generate sales, develop new business opportunities and support advisor relationships. This position is a great opportunity to showcase your sales expertise, investment industry knowledge and relationship-building skills while making a direct impact on business success.

What you’ll accomplish with us

As an Internal Wholesaler, you’ll be at the core of our mission. Here are the main responsibilities:

• Partner with the VP, Sales to manage a defined territory, generate sales and develop new business opportunities.
• Actively generate and develop new business relationships and make outbound proactive prospecting calls to advisors.
• Use daily video and phone contact with clients to begin or expand relationships, understand their business and client needs, and provide appropriate solutions.
• Provide essential support to the VP, Sales through timely follow-up on meetings, road shows, events and webcasts.
• Ensure regional events and road shows are well attended through outbound call campaigns and make daily Purchase and Redemption calls to identify trends, prospects and first-time tickets.
• Create broadcast emails with marketing and product information, as well as fund comparisons and analytics for advisors using Morningstar Advisor Workstation and YCharts.
• Collaborate with the VP, Sales and Territory Sales Assistant on territory priorities, client segmentation, service levels, strategic business planning and quarterly reviews, while maintaining product information and escalating client issues as required.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their client-focused approach and excellent interpersonal, organizational and prioritization skills.
• Stands out for their excellent verbal and written communication skills.
• Demonstrates strong knowledge of investment products and the investment industry, along with proficiency in Morningstar Advisor Workstation and YCharts.
• Is recognized for being results-driven, proactive, self-motivated and able to thrive under pressure.
• Has a bachelor’s degree in Commerce, Finance, Business Administration, Economics or a related field.
• Holds the CSC designation (required); IFIC, CIM, CFP or CFA designations are considered assets.
• Demonstrates the ability to work collaboratively and independently, with flexibility to attend territory events, travel occasionally and support evening or weekend activities when required.

Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence; AI is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth; A healthy, safe, fair, 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

• A competitive compensation plan that is made up of a base salary as well as commission
• Flexible group insurance plans
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program and personal leave days
• Wellness program covering physical activity and wellness expenses
• Home office equipment program
• Education Assistance Program
• Telemedicine services
• Employee and Family Assistance Program (EFAP)

The typical hiring range for this position is between 73 214$ and 96 093$ 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.

Location(s) Toronto / 26 Wellington Street East Other Possible Location(s) Company IA Clarington Inc. Posting End Date 2026-10-15

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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. At iA, we’re invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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, please Contact us here. Someone from our team will be happy to assist you with your needs. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.