Internal Wholesaler

iA Financial Group is a company that aims to help its clients feel confident and secure about their future. As an Internal Wholesaler, you will play a key role in driving sales and building long-lasting relationships within the brokerage and dealer community. Responsibilities Actively generate and develop new business relationships and make outbound proactive prospecting calls to advisors Use daily video and phone contact with clients to expand relationships, understand their business needs, and provide appropriate solutions Provide essential support to the VP of Sales by promptly following up on meetings, road shows, events, and webcasts Ensure regional events and road shows are well attended through outbound call campaigns Create fund comparisons and analytics for advisors using Morningstar Report Portal and YCharts Skills 1–2 years of financial experience Bachelor's degree in Commerce, Finance, Business Administration, or Economics CSC (required) IFIC, CIM, CFP, CFA are considered assets Proficiency with Morningstar Report Portal Proficiency with YCharts Experience with Salesforce Excellent interpersonal, organizational, and prioritization skills Strong communication skills (verbal and written) Strong leadership and ability to be proactive and a self-starter Collaborative and thriving under pressure Benefits Flexible group insurance Stock purchase plan Vacation and wellness/personal development days Telemedicine Employee and family assistance program Ergonomic furniture program Discounts on iA products A Group Registered Retirement Savings Plan (RRSP) with company matching Company Overview iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. It was founded in 1892, and is headquartered in Quebec, Quebec, CAN, with a workforce of 5001-10000 employees. Its website is