Canada

Internal Wholesaler For Ia Clarington Vancouver

Internal Wholesaler For Ia Clarington Vancouver
Description
Enhance your career at iA Clarington Investments as an Internal Wholesaler, building strong relationships and supporting sales objectives in a hybrid work environment. This role focuses on directly impacting commercial performance within a defined territory. Collaborate with the external sales team while actively generating recent business opportunities. Cultivate long-term relationships with financial advisors and maintain strong client connections through calls and meetings. Key Responsibilities: • Collaborate with the Vice President, Sales for territory management • Generate recent business through outbound calls and prospecting • Maintain daily contacts with financial advisors for tailored solutions • Support roadshows and events through outbound calling campaigns • Create marketing communications and newsletters for advisors Requirements: • Minimum 3 years in financial sales or investment distribution • DEC or bachelor's degree in relevant field • Proficient in Morningstar Advisor Workstation and YCharts • Advanced English skills for effective communication • Solid organizational and relationship-building abilities Leverage your financial sales expertise and relationship skills at iA Clarington. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oecdr
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