Sales Director, Investments (External Wholesaler)

iA Groupe financier; Toronto; Hybride; CAD 135 000 - 177 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Employee share purchase plan

Retirement savings plan

Vacation program

Résumé du poste

iA Financial Group seeks a Sales Director, Investments (External Wholesaler) to drive relationships with Independent Financial Advisors in Ontario and lead sales development across the province. The role requires travel and a home-office setup, with a focus on achieving sales objectives and growing market share.

The ideal candidate has about 5 years of sales experience in insurance or financial services, with CSC/CIM/LLQP or similar designations, and strong communication, leadership, and

Qualifications

• Strong presentation and public speaking skills.
• Excellent interpersonal abilities and relationship-building with advisors and partners.
• Organizational and planning skills; manage competing priorities.
• Leadership and ability to influence and motivate while delegating when needed.

Responsabilités

• Act as advisor to Independent Financial Advisors and deliver training on iA products and concepts.
• Work to achieve or exceed sales objectives set by management.
• Build new relationships and develop existing ones to their full potential.
• Develop and implement a regional marketing plan to achieve growth.
• Leverage product and industry knowledge to increase sales and retain assets.
• Create and revise presentations using PowerPoint.
• Respond to inquiries via phone, email or in person promptly.
• Attend conferences and events as required.

Connaissances

Presentation skills

Public speaking

Interpersonal skills

Leadership

Organizational skills

Sales experience

Bilingual (asset)

Formation

Bachelor’s degree

CSC/CIM/LLQP designation

Outils

PowerPoint

Description du poste

Sales Director, Investments (External Wholesaler)

• Office: 26 Wellington Street East
• Job category: Sales and business development

Are you driven by fostering strong business relationships in the investment industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Sales Director, Investments (External Wholesaler), you will play a key role in building effective relationships with Independent Financial Advisors in the MGA channel and leading sales development activities in Ontario to increase our market share.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. This position requires frequent travel within the province of Ontario, and the selected candidate will work from a home office.

What you’ll accomplish with us

As a Sales Director, Investments (External Wholesaler), you’ll be at the core of our mission. Here are the main responsibilities:

• Act as an advisor to Independent Financial Advisors and deliver training on iA segregated funds, GICs, HISA, sales concepts and software, both in person and virtually.
• Work to achieve or exceed the sales objectives set by management.
• Build new relationships and develop existing relationships to their full potential.
• Develop and implement a marketing plan for the region to achieve growth objectives.
• Leverage your in-depth knowledge of our products and the investment industry, along with your interpersonal skills, to increase sales and retain assets.
• Create and revise presentations using PowerPoint.
• Respond to inquiries by telephone, email, written correspondence or in person in a timely and professional manner.
• Attend planned conferences, road shows, presentations and organized events during the day and evening, as required.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strong presentation and public speaking skills, with the ability to clearly communicate value propositions and influence diverse audiences.
• Stands out for their excellent interpersonal abilities and ability to build and maintain effective relationships with a wide variety of advisors and business partners.
• Demonstrates strong organizational and planning skills, with the ability to manage competing priorities and meet tight deadlines in a dynamic environment.
• Is recognized for their leadership and ability to influence and motivate others while delegating effectively when needed.
• Has approximately 5 years of relevant sales experience, preferably within an insurance company, mutual fund firm or financial institution, combined with a Bachelor’s degree.
• Possesses solid investment knowledge, with CSC, CIM, LLQP or another professional designation considered a strong asset, as well as an excellent understanding of segregated funds and the broader investment industry.
• Thrives both independently and in a team environment, consistently demonstrating autonomy, accountability and collaboration.
• Bilingualism or proficiency in an additional language is a strong asset, reflecting the linguistic diversity of the advisors, business partners and external stakeholders we work with.

Why you’ll love working with us

• Annual bonus based on sales objectives.
• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work from home, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program, wellness days, and personal development days
• Employee and Family Assistance Program (EFAP)
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And much more!

The typical hiring range for this position is between $134,795 and $176,918 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.

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.

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.