Sales Associate (Inside Wholesaler), Investments
iA Private Wealth(1 month ago)
About this role
A Sales Associate (Inside Wholesaler), Investments at iA Financial Group promotes the company’s investment products (including segregated funds, HISA and GICs) to independent financial advisors through the MGA network. The role focuses on building and nurturing relationships with advisors and MGA administrative staff while supporting business growth through advisor education and outreach. The position sits within a company that emphasizes trust, development, and collaborative hybrid work environments.
Required Skills
- Relationship Building
- Training Delivery
- Prospecting
- CRM
- Presentations
- Portfolio Analysis
- Sales Planning
- Communication
- Organization
- Coaching
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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