Investment Sales Internal Wholesaler

Drive investment sales from Vancouver with advisor relationship-building and financial product expertise at iA Clarington Investments Inc. This is a full-time hybrid opportunity.As an Internal Wholesaler, you will manage a defined territory alongside the Vice President, Sales. Your work combines outbound prospecting, advisor communication, client support, and sales performance. You will help develop lasting relationships with brokerage firms, financial advisors, existing clients, and new partners while supporting commercial objectives.Key Responsibilities:
Generate new business through outbound advisor calls and prospectingMaintain relationships with existing clients and new partnersPropose tailored solutions through phone and videoconferenceSupport roadshows, events, webinars, and follow-up activitiesAchieve territory sales objectives and key performance indicatorsRequirements:
Degree or diploma in business, finance, economics, or related fieldAt least three years of financial sales experienceStrong ability to build lasting business relationshipsRigorous, organized, autonomous, and results-oriented approachCanadian Securities Course and advanced English proficiencyUse advisor engagement, investment distribution, and territory sales skills to support iA Clarington’s Vancouver business growth.
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