Investment Sales Director Ontario
IA Financial Services Inc.
Lead investment sales across Ontario from a home office, using advisor relationships and product expertise to grow market share. Frequent provincial travel is required.As Sales Director, Investments, you will advise Independent Financial Advisors in the MGA channel. You will deliver training on segregated funds, GICs, HISA, sales concepts, and software. You will also develop relationships, regional marketing plans, and sales activities for iA Financial Group.Key Responsibilities:
Advise Independent Financial Advisors across the MGA channelDeliver product and sales training in person and virtuallyAchieve or exceed management-set sales objectivesDevelop regional marketing plans supporting growth objectivesIncrease sales and retain assets through product expertiseRequirements:
Approximately five years of relevant sales experienceBachelor’s degree with investment industry experience preferredStrong presentation, public speaking, and interpersonal skillsSolid investment knowledge and segregated funds understandingCSC, CIM, LLQP, or another designation considered an assetBring investment knowledge, relationship development, and sales leadership to iA Financial Group’s Ontario advisor network.
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Advise Independent Financial Advisors across the MGA channelDeliver product and sales training in person and virtuallyAchieve or exceed management-set sales objectivesDevelop regional marketing plans supporting growth objectivesIncrease sales and retain assets through product expertiseRequirements:
Approximately five years of relevant sales experienceBachelor’s degree with investment industry experience preferredStrong presentation, public speaking, and interpersonal skillsSolid investment knowledge and segregated funds understandingCSC, CIM, LLQP, or another designation considered an assetBring investment knowledge, relationship development, and sales leadership to iA Financial Group’s Ontario advisor network.
#J-18808-Ljbffr
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