Internal Wholesaler

iA Financial Group is a company that aims to help its clients feel confident and secure about their future. As an Internal Wholesaler, you will play a key role in driving sales and building long-lasting relationships within the brokerage and dealer community.

Responsibilities

• Actively generate and develop new business relationships and make outbound proactive prospecting calls to advisors
• Use daily video and phone contact with clients to expand relationships, understand their business needs, and provide appropriate solutions
• Provide essential support to the VP of Sales by promptly following up on meetings, road shows, events, and webcasts
• Ensure regional events and road shows are well attended through outbound call campaigns
• Create fund comparisons and analytics for advisors using Morningstar Report Portal and YCharts

Skills

• 1–2 years of financial experience
• Bachelor's degree in Commerce, Finance, Business Administration, or Economics
• CSC (required)
• IFIC, CIM, CFP, CFA are considered assets
• Proficiency with Morningstar Report Portal
• Proficiency with YCharts
• Experience with Salesforce
• Excellent interpersonal, organizational, and prioritization skills
• Strong communication skills (verbal and written)
• Strong leadership and ability to be proactive and a self-starter
• Collaborative and thriving under pressure

Benefits

• Flexible group insurance
• Stock purchase plan
• Vacation and wellness/personal development days
• Telemedicine
• Employee and family assistance program
• Ergonomic furniture program
• Discounts on iA products
• A Group Registered Retirement Savings Plan (RRSP) with company matching

Company Overview