Financial Advisor Sales Wholesaler
Financial Group
Support financial advisors across a strategic territory from Vancouver using prospecting, client communication, and investment product knowledge. The role offers hybrid flexibility.IA Clarington Investments Inc. is seeking an Internal Wholesaler to strengthen advisor partnerships and support the external sales team. You will communicate daily with advisors, identify business needs, distribute relevant information, and contribute to territory planning. The position also includes sales analysis, event support, and client issue escalation.Key Responsibilities:
Manage territory activities with the Vice President, SalesContact advisors regarding subscriptions, redemptions, and opportunitiesCreate advisor marketing communications and newslettersPrepare fund comparisons using Morningstar Advisor Workstation and YChartsContribute to segmentation and annual territory business planningRequirements:
DEC or bachelor’s degree in a relevant disciplineThree years’ experience in financial sales or product distributionAbility to manage multiple priorities with strong organizationInitiative, autonomy, and a strong results orientationAdvanced English and Canadian Securities Course requiredBring financial sales, advisor communication, and investment analysis skills to iA Clarington’s Vancouver territory.
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Manage territory activities with the Vice President, SalesContact advisors regarding subscriptions, redemptions, and opportunitiesCreate advisor marketing communications and newslettersPrepare fund comparisons using Morningstar Advisor Workstation and YChartsContribute to segmentation and annual territory business planningRequirements:
DEC or bachelor’s degree in a relevant disciplineThree years’ experience in financial sales or product distributionAbility to manage multiple priorities with strong organizationInitiative, autonomy, and a strong results orientationAdvanced English and Canadian Securities Course requiredBring financial sales, advisor communication, and investment analysis skills to iA Clarington’s Vancouver territory.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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