Internal Wholesaler

Description
Build the future with us
Take your career to the next level if you have a passion for building strong relationships and driving sales, then this is your chance to join a leading organization in the industry. As part of our Internal Wholesaling Team, you'll report to the Vice President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This role is based in Toronto and includes occasional travel to attend events and meet clients.

As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. 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:

• Partner with VP of Sales to manage a defined territory, prioritize tasks, and achieve sales targets and KPIs.
• Generate and grow business by actively prospecting for new sales opportunities, developing long-term advisor relationships, and supporting existing clients.
• Leverage product and industry expertise to provide tailored solutions, increase sales, and retain assets.
• Coordinate marketing and events by promoting regional roadshows and campaigns, ensuring strong attendance and engagement.
• Manage data and reporting by maintaining accurate product and client information, preparing fund comparisons and analytics using Morningstar and YCharts, and creating broadcast emails for advisors.
• Participate in strategic planning and collaboration through meetings, client segmentation, and assisting in the development and review of annual business plans.
• Handle client issues and special projects by escalating concerns promptly and contributing to initiatives, including occasional evening or weekend events.

What Could Accelerate Your Success In This Role
We're looking for someone who:

• Has 3–5 years of financial industry experience.
• Holds a Bachelor's degree in Commerce, Finance, Business Administration, or Economics.
• Is known for their proactive approach and ability to build strong client relationships.
• Stands out for their sales acumen and results-driven mindset.
• Demonstrates strong organizational and prioritization skills.
• Is recognized for their collaborative spirit and ability to thrive under pressure.
• Possesses CSC credentials (required); IFIC, CIM, CFP, CFA are considered assets.
• Is proficient with Morningstar Report Portal, YCharts, and Salesforce.
• English proficiency: Intermediate level, as the role involves regular communication with advisors and internal stakeholders across Canada.

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, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more

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