Drive financial sales through advisor relationships as an Internal Wholesaler with iA Clarington Investments Inc. in a hybrid setting. 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, Sales
- Generate business through outbound advisor calls and prospecting
- Develop lasting relationships with clients and new partners




- Propose tailored solutions through daily phone and videoconference contact
- Produce fund comparisons using Morningstar Advisor Workstation and YCharts

Requirements:

- DEC or bachelor’s degree in business, finance, economics, or related field
- Minimum three years’ financial sales or investment distribution experience
- Strong relationship-building, organization, and multiple-priority management skills
- Results orientation, autonomy, and initiative
- Advanced English and Canadian Securities Course required

Bring financial sales, advisor engagement, and analytical skills to grow iA Clarington’s territory through disciplined relationship management.

📌 Internal Wholesaler Financial Sales (Burnaby)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Burnaby