- Employer: IA Clarington Inc.
- Office: 260 Hearst Way
- Location: Ottawa, Ontario
- Other Possible Location(s): Montreal, Quebec
- Job category: Sales and business development
- Job ID: JR10017067
- Job type: Permanent Job Full time
- Apply before: 2023-06-07
Sales/Ottawa/Permanent/Desired start date: As soon as possible
Reporting to the Senior Vice President, Sales, the VP, Sales/Wholesaler is responsible for:
Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of IIROC advisors
Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings, branch meetings, manager visits, and through other general correspondence
Developing and maintaining relationships through cold calls, warm referrals, meetings, events, and social activities with clients and through persistent prospecting
The ideal candidate will have:
5 - 7 years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity
A proven history of successfully managing an advisory region (IIROC), and a clear, demonstrable ability to prospect within the IIROC channel
Post-secondary education is required
At minimum, successful completion of the CSC is required, along with other industry designations indicating a passion for capital markets
Complete understanding and knowledge of the securities, investment and mutual fund industries and products
In addition, the candidate must have excellent communication skills, be a proactive self-starter as well as a team player who can share ideas
Excellent language skills in French, both oral and written, as there might be frequent interactions with French speaking colleagues and internal/external partners (asset)
Thank you for your interest in this role. Please note, only the candidates selected for interviews will be contacted.
At iA, we invest,
Our employees are our best investment and we have much to offer them.
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 50,000 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.
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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.
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