Investment Product Distribution Specialist

Support investment product distribution through advisor outreach and fund analysis as an Internal Wholesaler at iA Clarington Investments Inc. Work in a hybrid environment serving strategic territory needs.In this Internal Wholesaler position, you will build relationships with brokerage firms, financial advisors, clients, and partners. Your work includes outbound calling, business development, newsletters, fund comparisons, and follow-up for meetings, roadshows, events, and webinars. You will collaborate with sales colleagues while maintaining accurate product, policy, and procedure information.Key Responsibilities:
Maintain daily advisor contact by phone and videoconferenceIdentify trends, opportunities, and investors through subscription callsOrganize product, policy, and procedure information for client supportCreate and distribute advisor marketing communications and newslettersSupport regional events and roadshows through calling campaignsRequirements:
Degree or diploma in business administration, finance, economics, or relevant fieldThree or more years in financial sales or similar workAbility to build strong, lasting business relationshipsRigorous organization and effective priority managementAdvanced English, Canadian Securities Course, and relevant software proficiencyApply advisor communication, investment distribution, and fund analysis expertise to support iA Clarington’s sales and client relationships.
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