Internal Wholesaler

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 73,000 - 96,000; Full time

Benefits offered by this job

Base salary + commission

Hybrid work environment

Education Assistance Program

Telemedicine

EFAP

Job summary

iA Financial Group seeks an Internal Wholesaler to drive sales and build advisor relationships in a defined Canadian territory. You will collaborate with the VP, Sales and Territory Assistant to develop opportunities and support advisor partnerships with proactive outreach.

The role emphasizes client-focused service, strong communication, and knowledge of investment products, with occasional travel and events in a hybrid work setting.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics or related field.
• CSC designation is required; IFIC, CIM, CFP or CFA are assets.
• Strong knowledge of investment products and the investment industry.
• Willingness to travel occasionally and support events as needed.

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 with advisors.
• Use video and phone contact to understand client needs and provide solutions.
• Provide timely follow-up on meetings, road shows, events and webcasts.
• Support territory events and campaigns with outbound calls and analytics.

Skills

Territory management

Client focus

Communication

Sales origination

Education

Bachelor's degree in Commerce, Finance, Business Administration, Economics or related field

Tools

Morningstar Advisor Workstation

YCharts

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.

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)

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

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.