Internal Wholesaler Financial Sales
iA Groupe financier
Drive financial sales through advisor relationships as an Internal Wholesaler with iA Clarington Investments Inc. in a hybrid environment. Use prospecting and tailored solutions to grow a strategic territory.This Internal Wholesaler partners with the Vice President, Sales, and external sales team to achieve territory objectives. You will contact brokerage firms and financial advisors, support client development, and identify opportunities through subscriptions and redemptions. The role requires organized follow-up, product knowledge, and clear communication with advisors, partners, and internal teams.Key Responsibilities:
Manage a defined territory with the Vice President, SalesGenerate business through outbound advisor calls and prospectingDevelop lasting relationships with clients and new partnersPropose tailored solutions through daily phone and videoconference contactProduce fund comparisons using Morningstar Advisor Workstation and YChartsRequirements:
DEC or bachelor’s degree in business, finance, economics, or related fieldMinimum three years’ financial sales or investment distribution experienceStrong relationship-building, organization, and multiple-priority management skillsResults orientation, autonomy, and initiativeAdvanced English and Canadian Securities Course requiredBring financial sales, advisor engagement, and analytical skills to grow iA Clarington’s territory through disciplined relationship management.
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Manage a defined territory with the Vice President, SalesGenerate business through outbound advisor calls and prospectingDevelop lasting relationships with clients and new partnersPropose tailored solutions through daily phone and videoconference contactProduce fund comparisons using Morningstar Advisor Workstation and YChartsRequirements:
DEC or bachelor’s degree in business, finance, economics, or related fieldMinimum three years’ financial sales or investment distribution experienceStrong relationship-building, organization, and multiple-priority management skillsResults orientation, autonomy, and initiativeAdvanced English and Canadian Securities Course requiredBring financial sales, advisor engagement, and analytical skills to grow iA Clarington’s territory through disciplined relationship management.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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