Internal Wholesaler, Montreal

Job Description

Location: Montreal ( 1981 MgCill College )

Language : French and English 

Working Conditions: Hybrid – Working out of our office located in Montreal. 
Other: Occasional travel within Montreal would be required as part of the role.

Start : As soon as possible 

Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. This role offers the opportunity to make a direct impact on the success of our business.
Reporting to the National Vice President, Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts to both existing clients and new prospects.  This role functions as part of the Wholesaling Team, working closely with the respective VP of Sales and Territory Sales Assistant in a designated territory.
As the successful candidate, you will have the opportunity to:

• 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.

What You Will Be Doing:

• Actively generate and develop new business relationships and 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.
• Provide essential support to 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 broadcast emails with pertinent marketing and product information to advisors and share with the sales department.
• Create fund comparisons and analytics for advisors using Morningstar Advisor Workstation and YCharts.
• 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 them with 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.
• Be involved in special projects as required, will include but not limited to evening and weekend events.

What We Are Looking For: 

• Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics 
• CSC (required), IFIC, CIM, CFP, CFA. 
• Proficient with Morningstar Advisor Workstation and YCharts.
• Client experience focused with excellent interpersonal, organizational and prioritization skills.
• Advanced level of French and English language skills, both oral and written, as the individual will be required to work on sales targets, communication with wholesalers and clients by phone or email and meetings French (50% of the time) and English (50% of the time) on a daily basis. 
• 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.
• Flexibility to work longer hours and limited travel will be required to attend territory events and meet clients.

What iA Clarington Offers: 

• A competitive compensation plan that is made up of a base salary as well as commission.
• We value and encourage our employees to have a good work life balance and so on top of vacation we also offer Personal Leave Days.
• To encourage an active and healthy lifestyle, we have a generous Wellness plan that covers physical activity and wellness expenses.
• Comprehensive and flexible group insurance benefits to meet your and your family’s needs. 
• A Group Registered Retirement Savings Plan (RRSP) with company matching.
• A home office equipment program to ensure that you have the best working environment.
• Participation in our Share Purchase Plan.
• Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA Clarington.

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

About 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.

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Location(s)Montreal, Quebec

Other Possible Location(s)Toronto, Ontario
CompanyIA Clarington Inc.

Posting End Date2025-03-07

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.