Our current job postings

Sales Management Associate

  • Employer: iA Private Wealth Inc.
  • Office: 26, Wellington Avenue East 7th floor
  • City: Toronto
  • Province: Ontario
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10011242
  • Job type: Permanent Job Full time
  • Apply before: 2021-12-17

Description

Are you looking for a role where you can utilize your people skills and training skills? Are you looking for a team works closely together and loves to collaborate? If that sounds like your dream job we have an exciting new role for a Sales Management Associate that will support our iA Wealth Sales Management Team. In this role you will be supporting the day-to-day operations of the team as well as contributing to our national business development initiatives.

This role can be based either in Toronto or Montreal.

What will I be Doing In this Role:

Provide support to Sales Management Team by:

  • Prepare and maintain monthly and quarterly revenue and asset tracking spreadsheets

  • Prepare analysis on advisor and client demographics as needed

  • Working in collaboration with the National Relationship Manager and the Regional Relationship Managers to ensure new recruit Transitions and Sale of Book procedures run smoothly.

  • Assisting with internal employee training and advisor training

  • Remaining current on upcoming firm and industry changes.  The TSMA is expected to regularly:

    • Attend monthly Operational calls and quarterly Advisor calls

    • Attend in-person and/or e-learning training sessions hosted by the IAS training department and 3rd party vendors

    • Proactively seek personal continuing education opportunities to increase industry knowledge

Assist with National Recruiting Initiatives by:

  • Preparing recruitment material for mail or email distribution

  • Researching potential recruitment candidates and creating and maintaining a database of potential target recruits.

  • Monitoring the Opportunities (Recruitment) Inbox daily, and distributing emails to the Sales Team as necessary

  • Working in collaboration with the National Sales Team & Transitions to maintain the Lead Tracker Spreadsheet

  • Updating and maintaining the monthly Recruitment Tracker and Recruitment Summary and distributing to the Sales Team monthly or as necessary

  • Creating Data and presentations for the Transition and Sales Team

Contribute to the effective functioning of the Regional Sales & Transition team by:

  • Ensuring consistent and efficient processes and practices are followed across the country

  • Facilitating a culture of open and honest communication

  • Actively participating and contributing to team meetings

  • Encouraging the generation of new ideas and approaches

  • Actively sharing knowledge and experience to enhance the development of all team members

  • Developing and executing a meaningful employee development plan

  • Maintaining the highest level of customer service and professionalism

What we are Looking for:

  • Preferred 2 years of experience in the financial service industry, with a strong client-service or advisor-service focus

  • Good working knowledge of MS Excel and PowerPoint

  • Ability to deal with ongoing aggressive deadlines and to meet theses deadlines within established time frames, with little control over the volume of work

  • Excellent customer service and verbal and written communication skills

What would be a Nice to Have, but not A Requirement:

  • Experience with NBIN systems and policies

  • Bi-lingual French/English

Working Conditions:

  • Work from home

  • When permitted, we will return to a standard office environment

  • Occasional non-standard working hours


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

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.