Investment Sales Internal Wholesaler (Vancouver)

Investment Sales Internal Wholesaler (Vancouver)

07 Nov
|
iA Financial Group
|
Vancouver

07 Nov

iA Financial Group

Vancouver

Drive investment sales from Vancouver with advisor relationship-building and financial product expertise at iA Clarington Investments Inc. This is a full-time hybrid chance.

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 prospecting
- Maintain relationships with existing clients and new partners
- Propose tailored solutions through phone and videoconference
- Support roadshows, events, webinars,



and follow-up activities
- Achieve territory sales objectives and key performance indicators

Requirements:

- Degree or diploma in business, finance, economics, or related field
- At least three years of financial sales experience
- Strong ability to build lasting business relationships
- Rigorous, organized, autonomous, and results-oriented approach
- Canadian Securities Course and advanced English proficiency

Use advisor engagement, investment distribution, and territory sales skills to support iA Clarington’s Vancouver business growth.

📌 Investment Sales Internal Wholesaler (Vancouver)
🏢 iA Financial Group
📍 Vancouver

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