EntryFull TimeEN
Internal Wholesaler
Montreal – Offices located at 1981 McGill College Avenue
Build the future with us
Are you driven by sales excellence and client relationships and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As part of our Internal Wholesaling team, you will 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 hybrid role is based in Montreal 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 a VP of Sales to manage a defined territory, collaborate with the Regional Sales Associate, prioritize daily activities, and take direct responsibility for achieving territory sales targets and Internal Wholesaler KPIs.
Generate and grow business by conducting proactive outbound prospecting, making daily video and phone contacts with advisors, expanding existing relationships, identifying new opportunities, and supporting asset growth and retention.
Perform daily purchase and redemption calls to monitor trends, identify prospects and first-time tickets, and provide actionable insights to support sales strategy.
Leverage strong product and industry expertise to understand advisor business needs and deliver appropriate, tailored solutions that drive sales and long-term relationships.
Support the VP of Sales by following up on meetings, roadshows, events, and webcasts, and assisting with client segmentation, service-level definition, and the development and quarterly review of the annual territory business plan.
Coordinate and promote regional marketing initiatives, including outbound call campaigns for roadshows and events, ensuring strong attendance, engagement, and post-event follow-up.
Manage data, reporting, and client support materials by maintaining accurate product, policy, and procedure information; preparing fund comparisons and analytics using Morningstar Report Portal and YCharts; and creating broadcast emails for advisors and internal stakeholders.
Participate in national, regional, departmental, and project meetings, sharing feedback, insights, and market intelligence with the sales team.
Escalate client issues promptly to the appropriate departments and the VP of Sales, and contribute to special projects as required, including occasional evening and 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.
Demonstrates strong verbal and written communication skills, with the ability to convey information clearly and effectively to internal and external stakeholders.
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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.
Proactive self‑starter with strong leadership capabilities, able to anticipate needs, take initiative, and drive work forward with minimal supervision.
Flexible and adaptable, with the willingness to work extended hours and undertake limited travel as required to support territory events and client engagement.
Possesses CSC credentials (required); IFIC, CIM, CFP, CFA are considered assets.
Is proficient with Morningstar Report Portal, YCharts, and Salesforce.
Advanced level of French and English proficiency is required, 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, Group RSP, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, 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!
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.
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.
