Sales Director (Wholesaler), Investments

Build the future with us

Are you driven by fostering strong 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 (Wholesaler), Investments, 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 is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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, you’ll be at the core of our mission. Here are the main responsibilities:

• Being the advisor to the advisors.
• Delivering training to independent advisors on iA segregated funds products, GICs, HISA, sales concepts and software. Training will be delivered in person or virtually.
• Working to achieve or exceed the sales objectives set by management
• Building new relationships and developing current ones to their full potential
• Responsible of developing and implementing a Marketing Plan for the region to achieve the growth objectives.
• Using your in-depth knowledge of our products and the investment industry in general, along with your interpersonal skills to increase sales and retain assets.
• Creating and revising presentations using Power Point software.
• Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner.
• Attendance at planned conferences, road shows, presentations, and organized events for supporters during day and evening, as required.

What could accelerate your success in this role
We’re looking for someone who:

• Is known for their strong presentation and public speaking skills, allowing them to clearly communicate value propositions and influence diverse audiences.
• Stands out for their excellent interpersonal abilities, enabling them to build and maintain effective relationships with a wide variety of advisors and business partners.
• Demonstrates strong organizational and planning skills, with the ability to manage competing priorities and meet tight deadlines in a dynamic environment.
• Is recognized for their leadership and ability to influence and motivate others, while also delegating effectively when needed.
• 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, along with excellent understanding of segregated funds and the broader investment industry.
• Thrives both independently and in a team environment, consistently demonstrating autonomy, accountability, and collaboration.
• Knowledge of French an asset.

Why you’ll love working with us

• Annual bonus based on sales objectives.
• 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 from home, 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!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is between $134 800 and $176 900 CAD per year; the base salary offered may 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.

iA Financial Group

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.