Sales Director, Investments

iA Financial Group; Vancouver; On-site; CAD 100,000 - 162,000; Full time

Job summary

A financial services company in Vancouver seeks a Director of Sales for Investments. The role involves building relationships with Independent Financial Advisors, delivering product training, and developing marketing strategies to boost sales. Candidates should have a Bachelor's Degree, relevant experience in the financial industry, and fluency in Mandarin. Competitive compensation and a comprehensive benefits package are offered.

Benefits

Annual bonus based on sales objectives

Comprehensive health and dental plan

Pension Plan

Work from home

Generous vacation entitlement

Support for learning and development

Qualifications

• 5 years of relevant experience, preferably with an insurance or mutual firm, or in a bank.
• Excellent knowledge of segregated funds and investments industry.
• Ability to work independently as well as in a team environment.

Responsibilities

• Build effective business relationships with Independent Financial Advisors.
• Deliver training to independent advisors on iA segregated funds products.
• Develop and implement a Marketing Plan for sales growth.

Skills

Fluent in Mandarin

Strong presentation skills

Excellent interpersonal skills

Ability to influence and motivate

Excellent organization skills

Education

Bachelor's Degree

Tools

PowerPoint

Job description

• Job category: Sales and business development

Do you enjoy connecting with people and you have a strong interest for investment products and services? As a Director of Sales, Investments you will build effective business relationships with the Independent Financial Advisors from the MGA channel with a particular focus on the Asian market. More precisely, you will be responsible of sales development activities in BC to increase our market share, such as:

• Being the advisor of the advisors;
• Delivering training to independent advisors on iA segregated funds products, GICs, HISA, sales concepts and software. Training can be delivered in person or on Webinars;
• Building new relationships and developing current ones to their full potential;
• Responsible of developing and implementing a Marketing Plan for the region to achieve the growth objectives;
• Using your in-depth knowledge of our products and the investment industry in general along with your interpersonal skills to increase sales and retain assets;
• Creating and revising presentations using Power Point software;
• Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner;
• Attendance at planned conferences, road shows, presentations, and organized events for supporters during day and evening, as required.

Your career path looks like this:

• Bachelor’s Degree;
• 5 years of relevant experience, preferably with an insurance or mutual firm, or in a bank;
• CSC, CIM or other professional designation is an asset, along with excellent knowledge of segregated funds and investments industry;
• Fluent in Mandarin;
• Strong presentation and public speaking skills;
• Excellent interpersonal skills, ability to deal effectively with a wide variety of advisors;
• Ability to influence and motivate our business partners;
• Excellent organization and planning skills with a strong ability to meet tight deadlines;
• Ability to work independently as well as in a team environment.

WHAT WE CAN OFFER YOU:

• Annual bonus based on sales objectives;
• Comprehensive health and dental plan including a health spending account and wellness account;
• Pension Plan;
• Work from home;
• Generous vacation entitlement including personal leave days;
• Support for learning and development and career growth.

The typical hiring range for this position is 100185 to 162 000 CAD per year; The base salary offered may vary depending on the knowledge, skills, years of experience and internal equity related to the position. At iA, we are committed to providing a fair, equitable and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Invest in your talent by joining our team

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.

At iA, we’re invested in you.

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.