Internal Wholesaler

3 weeks ago

Montréal, Canada iA Groupe financier iA Financial Group Full time

**_Montreal / Sales / Hybrid working mode / Start as soon as possible _**

Reporting to the Regional Vice President, Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts to both existing clients and new prospects within the brokerage/dealer community. This role functions as part of a Wholesaling team, working closely with the respective VP of Sales and Territory Sales Assistant in a designated territory.
- Partner with a VP, Sales, in helping to manage a defined territory to generate sales and develop new business.
- Lead by actively prospecting for new sales, as well as establishing long lasting relationships and supporting existing clients.
- Use your in-depth knowledge of our products and the investment industry in general, along with your interpersonal skills to increase sales and retain assets.

**Key Responsibilities & Skills**
- Actively generate and develop new business relationships, the ability to make outbound proactive prospecting calls to advisors.
- Use daily video and phone contact with clients to begin or expand on existing relationships to understand their business and client needs to provide appropriate solutions.
- Support the VP of Sales, by promptly following up on meetings, road shows, events and webcasts.
- Keep an archive of all the relevant information pertaining to the products, policies, procedures to support clients.
- Ensure regional events and road shows are well attended by using outbound call campaigns.
- Collaborate with the Territory Sales Assistant to determine priorities and tasks to be completed.
- Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets.
- Responsible for achieving the territories sales targets and KPI’s.
- Create fund comparisons and analytics for advisors using Morningstar Advisor Workstation and YCharts.
- Populate the CRM system with all the information retrieved during phone calls and meetings.
- Participate in national, regional, departmental, and project group meetings, sharing feedback and information.
- Assist VP, Sales, in the segmentation of the client base to define the service levels and to ensure the sales from various distribution channels and firms.
- Assist VP, Sales in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in the territory.
- Escalate client issues to appropriate department and your, VP, Sales.
- Assist, VP, Sales in booking meetings with qualified advisors.
- Adhere to iAC Sales practice guidelines and the iA Code of Conduct.
- Be involved in special projects as required, will include but not limited to evening and weekend events.

**Technical Profile**
- Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics (required)
- CSC, IFIC (required), CIM, CFP, CFA
- Proficient with Morningstar Advisor Workstation and YCharts
- Excellent oral and written French and English language skills due to tasks that must be completed in English and French (specify task if applicable)
- Flexibility to work longer hours (Territory events, etc.)
- Open to travel to attend territory events and meet clients

**Soft skills**
- Growth mindset and client experience focused
- Excellent communication skills (verbal and written)
- Excellent interpersonal, organizational and prioritization skills
- Results Driven and ability to work well and thrive under pressure
- Collaborative and ability to work independently and in a team environment
- Strong Leadership and ability to be proactive and a self-starter

**_ iA Clarington Investments Inc. would like to thank all applicants, however only those who qualify for an interview will be contacted. _**iA Clarington.**

**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.

LI-Hybrid #LI-SD1

**Company Overview**:
**About**:
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 50,000 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.

**Our commitment to Diversi

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