Internal Wholesaler
Ia Financial Group

Toronto / 26 Wellington Street East (37.5 Hrs)
•4 hours ago
•No application
About
Job Description Build the future with us Take your career to the next level if you have a passion for building strong relationships and driving sales, then this is your chance to join a leading organization in the industry. As part of our Internal Wholesaling Team, you’ll report to the Vice President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This role is based in Toronto and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As an Internal Wholesaler, you’ll be at the core of our mission. Here are the main responsibilities: Partner with VP of Sales to manage a defined territory, prioritize tasks, and achieve sales targets and KPIs. Generate and grow business by actively prospecting for new sales opportunities, developing long-term advisor relationships, and supporting existing clients. Leverage product and industry expertise to provide tailored solutions, increase sales, and retain assets. Coordinate marketing and events by promoting regional roadshows and campaigns, ensuring strong attendance and engagement. Manage data and reporting by maintaining accurate product and client information, preparing fund comparisons and analytics using Morningstar and YCharts, and creating broadcast emails for advisors. Participate in strategic planning and collaboration through meetings, client segmentation, and assisting in the development and review of annual business plans. Handle client issues and special projects by escalating concerns promptly and contributing to initiatives, including occasional evening or weekend events. What could accelerate your success in this role We’re looking for someone who: Has 3–5 years of financial industry experience. Holds a Bachelor’s degree in Commerce, Finance, Business Administration, or Economics. Is known for their proactive approach and ability to build strong client relationships. Stands out for their sales acumen and results-driven mindset. Demonstrates strong organizational and prioritization skills. Is recognized for their collaborative spirit and ability to thrive under pressure. Possesses CSC credentials (required); IFIC, CIM, CFP, CFA are considered assets. Is proficient with Morningstar Report Portal, YCharts, and Salesforce. English proficiency: Intermediate level, as the role involves regular communication with advisors and internal stakeholders across Canada. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence. A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed. The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces. Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! Location(s) Toronto, Ontario Other Possible Location(s) Company IA Clarington Inc. Posting End Date 2025-12-01 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. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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. As a reflection of our employees’ appreciation, iA Financial Group is once again among Canada's Best Employers according to Forbes for 2025, ranking 4th in the insurance sector. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!



