Sales Director, Investments (External Wholesaler) (Toronto)

Sales Director, Investments (External Wholesaler) (Toronto)

09 Nov
|
Industrial Alliance Insurance and Financial Services Inc. -
|
Toronto

09 Nov

Industrial Alliance Insurance and Financial Services Inc. -

Toronto

Sales Director, Investments (External Wholesaler) Office: 26 Wellington Street East Sales and business development Are you driven by fostering robust business relationships in the investment industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Sales Director, Investments (External Wholesaler), you will play a key role in building effective relationships with Independent Financial Advisors in the MGA channel and leading sales development activities in Ontario to increase our market share. This position requires frequent travel within the province of Ontario, and the selected candidate will work from a home office.

What you’ll accomplish with us As a Sales Director, Investments (External Wholesaler), you’ll be at the core of our mission. Act as an advisor to Independent Financial Advisors and deliver training on iA segregated funds, GICs, HISA, sales concepts and software, both in person and virtually. Work to achieve or exceed the sales objectives set by management.

Develop and implement a marketing plan for the region to achieve growth objectives. Leverage your in-depth knowledge of our products and the investment industry, along with your interpersonal skills, to increase sales and retain assets. Respond to inquiries by telephone, email, written correspondence or in person in a timely and professional manner.

Attend planned conferences, road shows, presentations and organized events during the day and evening, as required. Is known for their strong presentation and public speaking skills, with the ability to clearly communicate value propositions and influence diverse audiences. Demonstrates strong organizational and planning skills, with the ability to manage competing priorities and meet tight deadlines in a dynamic environment.

Has approximately 5 years of relevant sales experience, preferably within an insurance company, mutual fund firm or financial institution, combined with a Bachelor’s degree. Possesses solid investment knowledge,



with CSC, CIM, LLQP or another professional designation considered a strong asset, as well as an excellent understanding of segregated funds and the broader investment industry. Bilingualism or proficiency in an additional language is a strong asset, reflecting the linguistic diversity of the advisors, business partners and external stakeholders we work with.

Annual bonus based on sales objectives. The opportunity to work from home, supported by flexibility and access to inspiring and innovative workspaces. Competitive retirement savings plan Vacation program, wellness days, and personal development days Employee and Family Assistance Program (EFAP) Ergonomic furniture program Performance bonus The typical hiring range for this position is between $134,795 and $176,918 CAD per year; the base salary offeredmay 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. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. Our commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity.

We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you. #

📌 Sales Director, Investments (External Wholesaler) (Toronto)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Toronto

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