Internal Wholesaler

Build the future with us

• Partner with VP of Sales to manage a defined territory, prioritize tasks, and achieve sales targets and KPIs.
• Generate and grow business by actively prospecting for new sales opportunities, developing long-term advisor relationships, and supporting existing clients.
• Leverage product and industry expertise to provide tailored solutions, increase sales, and retain assets.
• Coordinate marketing and events by promoting regional roadshows and campaigns, ensuring strong attendance and engagement.
• Manage data and reporting by maintaining accurate product and client information, preparing fund comparisons and analytics using Morningstar and YCharts, and creating broadcast emails for advisors.
• Participate in strategic planning and collaboration through meetings, client segmentation, and assisting in the development and review of annual business plans.
• Handle client issues and special projects by escalating concerns promptly and contributing to initiatives, including occasional evening or weekend events.

• Has 3–5 years of financial industry experience.
• Holds a Bachelor’s degree in Commerce, Finance, Business Administration, or Economics.
• Is known for their proactive approach and ability to build strong client relationships.
• Stands out for their sales acumen and results-driven mindset.
• Demonstrates strong organizational and prioritization skills.
• Is recognized for their collaborative spirit and ability to thrive under pressure.
• Possesses CSC credentials (required); IFIC, CIM, CFP, CFA are considered assets.
• Is proficient with Morningstar Report Portal, YCharts, and Salesforce.
• English proficiency: Intermediate level, as the role involves regular communication with advisors and internal stakeholders across Canada.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 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.

At iA, we’re invested in you.

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, please Contact us here. Someone from our team will be happy to assist you with your needs.