Internal Wholesaler

Job Description

Internal Wholesaler

Build the future with us

Are you driven by 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 an Internal Wholesaler, you will play a key role in driving sales and building long-lasting relationships within the brokerage and dealer community, directly impacting the success of our business.

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.

What you'll accomplish with us

As an Internal Wholesaler, you'll be at the core of our mission. Here are the main 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.

What could accelerate your success in this role

We're looking for someone who:

• Is known for their excellent interpersonal, organizational, and prioritization skills.
• Stands out for their strong communication skills (verbal and written).
• Demonstrates strong leadership and ability to be proactive and a self-starter.
• Is recognized for being collaborative and thriving under pressure.
• Has 1–2 years of financial experience and a Bachelor's degree in Commerce, Finance, Business Administration, or Economics.
• Holds CSC (required); IFIC, CIM, CFP, CFA are considered assets.
• Proficiency with Morningstar Report Portal, YCharts, and experience with Salesforce is highly valued.

Why you'll love working with us

• 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 in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive 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, and much more
• We offer A competitive compensation plan that is made up of a base salary as well as commission.
• We offer: A Group Registered Retirement Savings Plan (RRSP) with company matching.

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

*For positions posted in British Columbia:

The typical hiring range for this position is between 71,000.00 and 75,000.00CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

Location(s)Vancouver, British ColumbiaOther Possible Location(s)
CompanyIA Clarington Inc.Posting End Date Company Overview

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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto  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, please Contact us here. Someone from our team will be happy to assist you with your needs.

---