Financial Sales Internal Wholesaler
iA Financial Group (Industrial Alliance)
Drive financial sales through advisor relationships as an Internal Wholesaler at iA Clarington Investments Inc., working in a hybrid environment.This Internal Wholesaler manages a defined territory with the Vice President, Sales. You will prospect with advisors, support brokerage relationships, and propose tailored investment solutions. The position also involves fund analysis, marketing communications, and territory planning.Key Responsibilities:
Manage territory activities and pursue sales objectives with Vice President, SalesGenerate business through outbound calls and advisor prospectingMaintain relationships with clients, partners, and financial advisorsAnalyze funds using Morningstar Advisor Workstation and YChartsSupport events, newsletters, meetings, and territory business planningRequirements:
DEC or bachelor’s degree in business, finance, economics, or related fieldMinimum three years’ financial sales or investment distribution experienceStrong relationship-building, organizational, and prioritization skillsResults orientation, autonomy, initiative, and professional rigorAdvanced English and required Canadian Securities CourseApply financial sales, advisor engagement, fund analysis, and territory management skills as an Internal Wholesaler at iA Clarington.
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Manage territory activities and pursue sales objectives with Vice President, SalesGenerate business through outbound calls and advisor prospectingMaintain relationships with clients, partners, and financial advisorsAnalyze funds using Morningstar Advisor Workstation and YChartsSupport events, newsletters, meetings, and territory business planningRequirements:
DEC or bachelor’s degree in business, finance, economics, or related fieldMinimum three years’ financial sales or investment distribution experienceStrong relationship-building, organizational, and prioritization skillsResults orientation, autonomy, initiative, and professional rigorAdvanced English and required Canadian Securities CourseApply financial sales, advisor engagement, fund analysis, and territory management skills as an Internal Wholesaler at iA Clarington.
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Vacancy posted 1 hour ago
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