07 Nov
|
iA Financial Group (Industrial Alliance)
|
Vancouver
07 Nov
iA Financial Group (Industrial Alliance)
Vancouver
Drive financial sales through advisor relationships as an Internal Wholesaler at iA Clarington Investments Inc., working in a hybrid environment.
This Internal Wholesaler manages a defined territory with the Vice President, Sales. You will prospect with advisors, support brokerage relationships, and propose tailored investment solutions. The position also involves fund analysis, marketing communications, and territory planning.
Key Responsibilities:
- Manage territory activities and pursue sales objectives with Vice President, Sales
- Generate business through outbound calls and advisor prospecting
- Maintain relationships with clients, partners, and financial advisors
- Analyze funds using Morningstar Advisor Workstation and YCharts
- Support events, newsletters, meetings,
and territory business planning
Requirements:
- DEC or bachelor’s degree in business, finance, economics, or related field
- Minimum three years’ financial sales or investment distribution experience
- Robust relationship-building, organizational, and prioritization skills
- Results orientation, autonomy, initiative, and professional rigor
- Advanced English and required Canadian Securities Course
Apply financial sales, advisor engagement, fund analysis, and territory management skills as an Internal Wholesaler at iA Clarington.
📌 Financial Sales Internal Wholesaler (Vancouver)
🏢 iA Financial Group (Industrial Alliance)
📍 Vancouver