VP Sales

2 weeks ago

Quebec, Canada iA Financial Group Full time
  • Job category: Sales and business development

iA Clarington / Quebec city / Hybrid / Permanent

We are looking for a VP, Sales / Wholesaler to join our team and report directly to the Senior Vice President, Sales and Key Accounts, Quebec.

In this role, you will be responsible for:

  1. Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of both CIRO advisors.
  2. Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings (if/when PHOs permit), branch meetings, manager visits, and through other general correspondence.
  3. Developing and maintaining relationships through cold calls, warm referrals, meetings, events, and social activities with clients and through persistent prospecting.

The ideal candidate will have:

  1. 5 - 7 years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity.
  2. A proven history of successfully managing an advisory region (both MFDA and IIROC), and a clear, demonstrable ability to prospect within the IIROC channel.
  3. Post-secondary education is required.
  4. At minimum, successful completion of the CSC is an asset along with other industry designations indicating a passion for capital markets.
  5. Complete understanding and knowledge of the securities, investment and mutual fund industries and products.
  6. Excellent communication skills, be a proactive self-starter as well as a team player who can share ideas.
  7. The ability to lead a team and coach others, as well as having a consultative, value-added sales approach.
  8. Excellent written and oral communication skills in French.
  9. Advanced level of English as the person will be required to communicate on a weekly basis with external stakeholders and advisors by phone, email, in person/virtual. At least 20% of time will be spent working in English.
About iA Clarington Investments Inc.

One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States.

Our commitment to Diversity and Inclusion

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, write to us. Someone from our team will be happy to assist you.

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