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Added 23 mins ago
EB
Sales Development Representative
EP Boards
Toronto, ON
- $50,000 to $75,000 CAD / year
Keep accurate, up-to-date records of all prospect activity and pipeline in our CRM
Added 23 mins ago
GT
Lead Data Engineer / Data Product Lead – Snowflake
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $60 to $80 CAD / hour
- Contract
Knowledge of commercial, patient, payer, market access, CRM, or channel-partner data.
Added 23 mins ago
M
Customer Relationship Management Manager
MicroAgility
Toronto, ON · Etobicoke, ON
- Full-time
Familiarity with CRM systems, sales pipeline management and client onboarding processes is an asset.
Added 23 mins ago
VB
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
- Full-time
Maintain accurate client, pipeline, and activity information in our ATS and CRM system.
Added 23 mins ago
A
Sales Development Representative
Assemble
Toronto, ON · Greater Toronto Area, Canada
- $50,000 to $75,000 CAD / year
- Full-time
Keep accurate, up-to-date records of all prospect activity and pipeline in our CRM
Added 23 mins ago
VB
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
- Full-time
Maintain accurate client, pipeline, and activity information in our ATS and CRM system.
Added 23 mins ago
VB
Executive Finance and Accounting Recruiter (Full Desk)
Vaco by Highspring
Montreal, QC
- Full-time
Maintain accurate client, pipeline, and activity information in our ATS and CRM system while reinforcing consistent team usage.
Added 23 mins ago
F
Business Development Representative
Forma.ai
Toronto, ON
- Full-time
Use CRM and sales engagement tools to manage activity, track engagement, and stay organized
Added 23 mins ago
BS
Sales Development Representative
Blackline Safety
Calgary, AB
- Full-time
Accurately document customer interactions, opportunities, and pipeline activity within HubSpot CRM.
Added 38 mins ago
WM
Store Manager - Marlborough Mall
Wow! Mobile Boutique
Calgary, AB
- Full-time
Daily execution of CRM tool, ensuring customer follow-up and CASL compliance
Added 38 mins ago
Q
Senior Revenue Enablement Specialist, Digital
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Leverage CRM data and conversation intelligence platforms, such as Gong, to identify performance gaps and develop targeted coaching initiatives.
Added 53 mins ago
C
Business Development Manager - Winnipeg
Caesarstone
Winnipeg, MB
- Full-time
Proficiency in using CRM software and Microsoft Office Suite.
Added 53 mins ago
Application Developer
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS · Stellarton, NS · Mississauga, ON
…have a Full-Time opportunity for a Salesforce Marketing Cloud Developer. This role can be based out of one our main offices including: Mississauga, ON; Stellarton, Dartmouth, Halifax…
Added 53 mins ago
Sales - Director of Sales (Quebec and Eastern Canada)
The Erb Group
Vaudreuil-Dorion, QC
Oversee CRM adoption, pipeline management, sales forecasting, and reporting.
Added 53 mins ago
TE
Director Of Sales
The Erb Group
Vaudreuil-Dorion, QC
- Full-time
Design CRM processes jointly with the VP of Sales and own their implementation, adoption, and consistent use across the team.
Added 53 mins ago
CC
Business Developer
Canada Controls
Mississauga, ON
- $90,000 to $150,000 USD / year
- Full-time
Enter new customer data and other sales data for current customers into accounting system and CRM.
Added 53 mins ago
DP
Property Administrator
Drake Property Management
Vaughan, ON
- Full-time
Added 53 mins ago
FD
Représentant(e) au développement des affaires / Business Development Representative
Firme drh - Recrutement
Montreal, QC
- Full-time
Contribuer à l'implantation de HubSpot et assurer une utilisation rigoureuse du CRM;
Added 53 mins ago
I
Senior Account Manager
Innovex
Calgary, AB
- Full-time
Maintain accurate CRM records, sales forecasts, pipeline updates, and monthly activity reports.
Added 53 mins ago
LN
Business Development Manager
Lambert Nemec Group
Winnipeg, MB
- Full-time
Monitor territory performance, sales activity and pipeline progress, maintaining accurate CRM records and providing regular reports on results and business opportunities.
Added 1 hour ago
BG
Vice President, Business Operations
Brandt Group of Companies
Regina, SK
- Full-time
Champion the use of data analytics and CRM systems to drive informed decision-making, sales efficiency, and fan engagement.
Added 1 hour ago
D
Business Developer – US Market (Montréal)
Dayuse
Montreal, QC
- $90,000 to $125,000 CAD / year
- Contract
Added 1 hour ago
E
Senior Vice President, Health Digital
Edelman
Toronto, ON
- Full-time
…integrated branded and unbranded marketing programs across websites, CRM, paid media, SEO, generative engine optimization (GEO), and…
Added 1 hour ago
R
Associate
RBC
Guelph, ON
- Full-time
Experience with Sales Force or other Customer Relationship Management (CRM) software
Added 1 hour ago
P
Senior Revenue Operations Manager
Pepper
Canada
- Full-time
At most companies, RevOps maintains the CRM and builds reports. At Pepper, RevOps builds the AI agents, internal tools, and automations our go-to-market team runs on every day. The work…

iA Financial Group (Industrial Alliance)

Sales Representative

Saint-Eustache, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Work-Life Balance Professional Environment

Job Description

Financial Security Advisor

Company History

A leading player in the Canadian financial industry. We have been supporting Canadians and earning their trust for over 125 years.

With over 7,000 employees across the country and a leadership team comprised of dedicated and innovative managers, we hold a special place in the minds of our 25,000 representatives and 4 million clients.

We are a reputable employer that values each of its employees. We place great importance on continuous improvement and encourage the sharing of ideas and teamwork in a high-performance environment.

Our daily actions reflect our brand promise: we're committed to you.

Job Description:

Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills?

We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors.

Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, don't hesitate to seize this opportunity! Job Responsibilities: Acquire a solid understanding of our range of financial products; Develop a business and marketing strategy to grow your client base; Establish and define your clients' protection and savings needs; Contribute to the achievement of their financial goals; Create value by offering advisory services tailored to your clients; Conduct regular client follow-ups by phone, email, and in person; Stay informed about product and strategy trends financial.

Desired Skills:

Good social and communication skills.
Confidence in your abilities and boldness.
Interest in finance.
Ability to explain complex topics clearly and simply.
Ability to take on challenges.
Attentiveness to others and their needs.
Desire to learn.
Rigorous and disciplined at work.
Strong planning skills.
Integrity.

Being a Financial Security Advisor for iA Financial Group means:

Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals.

More Specifically, You Will Have Access To:

A flexible schedule that facilitates work-life balance;
A compensation system that rewards your performance.

Benefits:

Start-up assistance: throughout your AMF and PQAP certification training.
Multidisciplinary team: You benefit from the experience and expertise of professionals in the network.
Continuing education: We offer ongoing support and training to help you reach your full potential.
Employee benefits: Access to a group insurance plan and a retirement plan.
Marketing: You have access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials.
Technological tools: You have access with several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc.

Work Location: You can work alternately from home or at our offices according to a flexible schedule.

Continuous Action Leads to Success

Apply About employer

More about this job

Responsibilities

Learn the financial product range, develop a business and marketing strategy, and build a client base. Assess clients’ protection and savings needs, provide tailored financial advice, support their financial goals, and maintain regular follow-up.

Requirements

The posting seeks proactive, meticulous candidates with strong social and communication skills, an interest in finance, and the ability to explain complex topics clearly. Candidates should be disciplined, organized, attentive to client needs, confident, willing to learn, and ready to take on challenges.

Skills

Social Skills
Communication
Financial Product Knowledge
Business Development
Marketing Strategy
Client Needs Assessment
Financial Advisory
Follow-Up
Clear Communication
Planning
Organization
Discipline
Integrity
Attentiveness
Adaptability

Benefits

Start-Up Assistance
Continuing Education
Group Insurance
Retirement Plan
Marketing Tools
Technological Tools
Flexible Schedule
Performance-Based Compensation
Multidisciplinary Team Support

Visa sponsorship

Not detected in the job text

Keywords

Financial Security Advisor
Financial Services
Financial Products
Financial Advisory
Protection Needs
Savings Needs
Financial Goals
Business Development
Marketing Strategy
Client Follow-Up
AMF Certification
PQAP Certification
Continuing Education
Group Insurance
Retirement Plan
Intranet
Marketing Tools
Remote Technical Support
Self-Employment

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