Sales Associate (Inside Wholesaler), Investments
iA Private Wealth(1 month ago)
About this role
A Sales Associate (Inside Wholesaler), Investments at iA Financial Group is a hybrid role based in Toronto focused on supporting the distribution of the company’s investment products to the MGA/advisor channel. The position centers on growing and maintaining relationships with independent financial advisors and contributing to the firm’s sales and distribution objectives within the insurance and wealth management business.
Required Skills
- Sales
- Relationship Management
- Training Delivery
- CRM
- Prospecting
- Presentation
- Portfolio Analysis
- Event Attendance
- Planning
- Communication
Qualifications
- Bachelor’s Degree
- College Diploma
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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