Internal Wholesaler

iA Financial Group (Industrial Alliance); Vancouver; Ibrido; CAD 71.000 - 93.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work environment

Competitive benefits

Employee share purchase plan

Pension plan

Wellness days

Descrizione del lavoro

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

You will work with the Vice President, Sales to generate opportunities, maintain client relationships, and perform fund analyses using Morningstar Advisor Workstation and YCharts. The role requires a DEC or bachelor’s degree and at least 3 years of financial sales experience, plus an advanced English proficiency.

Competenze

• Holds a DEC or bachelor’s degree in business administration, finance, economics, or another relevant field.
• Minimum of 3 years of experience in financial sales, investment product distribution, or a similar role.
• Strong ability to build lasting business relationships.
• Shows rigor, organizational skills, and ability to manage multiple priorities.
• Demonstrates results orientation, autonomy and initiative.
• Advanced level of English proficiency for interactions with advisors and partners outside Québec.

Mansioni

• Work closely with the Vice President, Sales to manage a defined territory and hit sales objectives.
• Generate new business through outbound calls and prospecting with advisors.
• Develop and maintain strong relationships with existing clients and new partners.
• Maintain daily contact by phone and videoconference to understand advisor needs.
• Support participation in regional events and roadshows; collaborate with Sales Assistant.
• Create marketing communications and fund analyses using Morningstar Advisor Workstation and YCharts.
• Participate in meetings and contribute to the territory's annual business plan.

Conoscenze

Relationship building

Organizational skills

Prioritization

Autonomy

Initiative

English proficiency

Prospecting / outbound calls

Formazione

DEC or Bachelor’s degree in business/admin/finance/economics

Strumenti

Morningstar Advisor Workstation

YCharts

Descrizione del lavoro

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.

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

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

• 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.