Internal Wholesaler
iA Private Wealth(1 month ago)
About this role
An Internal Wholesaler at iA Clarington Inc. is a mid-level sales role within the Internal Wholesaling Team, based in Toronto and supporting the firm’s distribution to advisors and brokerages. The position reports to the VP, National Inside Sales and is part of iA Financial Group’s wealth management operations. The role is offered in a hybrid work arrangement and includes occasional travel.
Required Skills
- Sales
- Prospecting
- Client Relationships
- Territory Management
- Product Knowledge
- Marketing Coordination
- Data Reporting
- Morningstar
- YCharts
- Salesforce
+2 more
Qualifications
- Bachelor's Degree (Commerce/Finance/Business/Economics)
- CSC
- IFIC
- CIM
- CFP
- CFA
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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