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