Job Description
- Promotes iA Investment products and services to Independent Financial Advisors through World Financial Group (WFG). Help build effective business relationships with the advisors and administration staff of the WFG offices.
SALES DEVELOPMENT ACTIVITIES:
- Deliver training to WFG advisors on iA segregated funds products, sales concepts and software, as well as the completion of all applications/forms.
- Works in close collaboration with our territory Sales Directors in developing a Marketing Plan for their regions particularly for the delivery of product and software knowledge to advisors.
- 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.
- Creating and revising presentations using Power Point software.
- Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner
- Attendance at planned conferences, road shows, presentations, and organized events for supporters during evening and weekend hours, as required
POSITION QUALIFICATIONS:
- Bachelor’s Degree or College Diploma
- CSC or IFIC course completion, along with excellent knowledge of segregated funds and investments industry.
- Strong presentation and public speaking skills.
- Excellent interpersonal skills, ability to deal effectively with a wide variety of advisors. Able to influence and motivate our business partners.
- Excellent organization and planning skills with a strong ability to meet tight deadlines. Able to delegate effectively.
- Ability to work independently as well as in a team environment.
WHAT WE CAN OFFER YOU:
- Comprehensive health and dental plan including a health spending account and wellness account.
- Pension Plan.
- Generous vacation entitlement including personal leave days and wellness days.
- Support for learning and development and career growth.
Location(s)Calgary, Alberta
Other Possible Location(s)Edmonton, Alberta
Company
iA Financial Group
Posting End Date2025-01-28
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.
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.
Top Skills
What We Do
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).
