03 Oct
|
iA Financial Group (Industrial Alliance)
|
Vancouver
03 Oct
iA Financial Group (Industrial Alliance)
Vancouver
Join iA Clarington Investments Inc. as an Internal Wholesaler and play a key role in growing our business by developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of a strategic territory. Join iA Clarington Investments Inc. as an Internal Wholesaler and play a key role in growing our business by developing lasting relationships with brokerage firms and financial advisors.
Working closely with the external sales team, you will contribute directly to the commercial performance of a strategic territory. As an Internal Wholesaler, you will be at the core of our mission. Working closely with the Vice President, Sales, to manage a defined territory and achieve sales objectives.
Developing and maintaining solid, long-term relationships with existing clients and new partners. Maintaining daily contact by phone and videoconference to understand advisors’ business needs and propose tailored solutions. Following up on meetings, roadshows, events, and webinars in support of the Vice President, Sales.
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support. Collaborating with the Sales Assistant for the territory to prioritize actions and deliverables. Achieving the territory’s sales objectives and key performance indicators (KPIs).
Creating and distributing marketing communications and newsletters for advisors.
Producing fund comparisons and analyses using Morningstar Advisor Workstation and YCharts. Actively participating in national, regional, and departmental meetings, as well as special projects.
Contributing to client segmentation and the development of the territory’s annual business plan, in collaboration with the Vice President, Sales. Participating in special events, including occasional evening or weekend activities. Holds a DEC or bachelor’s degree in business administration, finance, economics, or another relevant field.
Has a minimum of 3 years of experience in financial sales, investment product distribution, or a similar role. Has an advanced level of English proficiency, as the role involves regular communication and relationship-building with advisors, business partners, and internal teams located outside Québec. Professional assets IFIC, CIM, CFP, or CFA are considered assets.
Competitive benefits include: flexible group insurance, a competitive pension plan, an employee share purchase plan, vacation and wellness days and personal development, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more! The typical hiring range for this position is $70,500 to $92,500 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure.
Our market data is updated annually to reflect the most current market conditions. #
📌 Sales Merchant (Vancouver)
🏢 iA Financial Group (Industrial Alliance)
📍 Vancouver