Internal Sales Specialist
iA Private Wealth(2 days ago)
About this role
The Internal Sales Specialist at iA Financial Group plays a vital support role in facilitating communication and sales activities between financial advisors and internal teams. They utilize their knowledge of investment products and client-focused approach to support sales growth, compliance, and operational efficiency in a fast-paced environment.
Required Skills
- Excel
- PowerPoint
- CRM
- Salesforce
- Investment Products
- Customer Service
- Communication
- Organization
- Financial Industry
- Digital Platforms
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
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