Internal Wholesaler

IA Financial Services; Vancouver; 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

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonuses

Discounts on iA products

Descrizione del lavoro

IA Clarington Inc. invites an Internal Wholesaler to join our Vancouver-based team. You will work with the Vice President, Sales to drive revenue in a defined territory, generating new business with advisors and supporting regional events.

Build lasting relationships with clients and partners while delivering tailored investment solutions. The role emphasizes strong English communication, organizational prowess, and the ability to manage multiple priorities in a hybrid work setting.

Competenze

• 3+ years in financial sales, investment product distribution, or similar role.
• Strong ability to build lasting business relationships.
• Ability to manage multiple priorities with rigor and organization.
• Advanced English proficiency for cross-region collaboration.

Mansioni

• Manage a defined territory with the Vice President, Sales, and meet sales objectives.
• Generate new business opportunities via outbound calls and advisor prospecting.
• Build and maintain long-term relationships with clients and partners.
• Communicate product needs and propose tailored solutions to advisors via calls/video.

Conoscenze

Outbound calls

Relationship building

Sales-oriented

Territory management

Formazione

DEC or Bachelor's degree

Strumenti

Morningstar Advisor Workstation

YCharts

Descrizione del lavoro

Job Description

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.

What you will accomplish with us

• 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

• 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
• 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.

Location(s)

Vancouver / 988 Broadway West

Other Possible Location(s)

Company

IA Clarington Inc.

Posting End Date 2026-11-20

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 mo