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© All Rights Reserved. ApplyBlast.com
iA Pension
The Internal Wholesaler drives sales and builds lasting relationships within the brokerage and dealer community by managing a defined territory and developing new business opportunities. This role involves proactive prospecting, client relationship management, and providing essential support to the Vice President of Sales through timely follow-ups and strategic planning. The position requires strong investment industry knowledge and proficiency with tools like Morningstar Advisor Workstation and YCharts to deliver tailored solutions and support advisor success.
iA Pension is the financial advisor portal of iA Groupe financier (Industrielle Alliance), offering group retirement and savings products across Canada, including the Voluntary Retirement Savings Plan (RVER) for Quebec. The platform provides financial advisors with tools, resources, and online RVER application capabilities to support client prospecting and plan setup. iA Groupe financier operates as a personal insurance company with over 60 years of experience in group savings and retirement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Pension.
23% below the average for this role