Internal Wholesaler at iA Clarington
iA Financial Group (Industrial Alliance) • vancouver, Canada
Role Description
Advance your career as an Internal Wholesaler with iA Clarington Investments, emphasizing relationship-building and sales achievement in a hybrid model.
This role allows you to be an essential part of expanding our business by engaging both existing and new clients. Coordinate closely with the sales team, generate leads through proactive outbound calls, and deliver customized solutions to meet business needs. Your insights will influence overall sales performance.
Key Responsibilities:
• Drive sales objectives in collaboration with the VP of Sales
• Generate new business through targeted outreach
• Establish strong relationships with financial advisors
• Conduct follow-ups after events and meetings
• Organize and maintain information for superior client support
Requirements:
• 3 years experience in financial sales or related field
• DEC or bachelor's degree in finance or business
• Valid Canadian Securities Course (CSC)
• Advanced proficiency in Engl...
This role allows you to be an essential part of expanding our business by engaging both existing and new clients. Coordinate closely with the sales team, generate leads through proactive outbound calls, and deliver customized solutions to meet business needs. Your insights will influence overall sales performance.
Key Responsibilities:
• Drive sales objectives in collaboration with the VP of Sales
• Generate new business through targeted outreach
• Establish strong relationships with financial advisors
• Conduct follow-ups after events and meetings
• Organize and maintain information for superior client support
Requirements:
• 3 years experience in financial sales or related field
• DEC or bachelor's degree in finance or business
• Valid Canadian Securities Course (CSC)
• Advanced proficiency in Engl...