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Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
degree in Finance, Financial Planning, Wealth Management, or a related
Added 3 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Significant experience in financial planning, wealth management, retirement strategies or advisory servicesen cours de l'obtention
Added 3 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
Required skills: Analytical Skills, Business Acumen, Communication, Continuous Improvement, Estate Planning, Notarial Practice, Teamwork, Training, Trust Laws, Wealth Management
Added 6 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 9 hours ago
DG
Life Insurance Agent
deVere Group
Toronto, ON
- Full-time
deVere Group (Financial Advisory | Wealth Management | UK Pension Transfer - deVere Group), is the world's largest independent financial advisory organisation.
Added 9 hours ago
DG
Life & Health Insurance Advisor
deVere Group
Toronto, ON
- Full-time
deVere Group (Financial Advisory | Wealth Management | UK Pension Transfer - deVere Group), is the world's largest independent financial advisory organisation.
Added 18 hours ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 23 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 day ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 day ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 day ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 1 day ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 1 day ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 day ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 day ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 day ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and…
Added 1 day ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…

iA Financial Group

Inside Sales Specialist

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 21, 2026

Original job description

Job Description

Inside Sales Specialist

Build the future with us

Are you driven by sales support and relationship management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Inside Sales Specialist, you will play a key role in supporting Sales Directors, associates, and MGA advisors by streamlining administrative and sales processes, facilitating communication, and helping drive business development initiatives.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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What you’ll accomplish with us

As a Inside Sales Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

Acting as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members.
Processing or directing requests efficiently while ensuring timely follow-up and resolution.
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Communicating important business updates, sales initiatives, and announcements to advisors, Business Development Managers (BDMs), and MGA partners.
Managing and maintaining the inventory of sales concepts, presentations, and supporting sales materials.
Distributing sales concepts and presentations to advisors as needed.
Conducting follow-up activities related to sales campaigns, business initiatives, and major communications.
Proactively reaching out to newly contracted advisors to introduce available sales support services and resources.
Tracking sales activities and outcomes, providing visibility and insights to the sales team.
Producing customized advisor and sales contact lists to support business development activities.
Maintaining advisor segmentation information and ensuring internal documentation remains accurate and up to date.
Leveraging internal tools and digital platforms to support advisor engagement, activity tracking, and case management.

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What could accelerate your success in this role

We’re looking for someone who:

Is recognized for outstanding customer service and relationship-building skills.
Excels at managing multiple priorities and adapting to changing business needs in a deadline-driven environment.
Demonstrates strong organizational skills, accuracy, and attention to detail.
Communicates effectively and collaborates well with internal teams, advisors, and business partners.
Is highly proficient with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Teams.
Possesses knowledge of digital communication and marketing platforms such as Constant Contact or similar tools.
Has completed post-secondary studies in administration, finance, or a related field.
Brings previous experience in the insurance industry, which would be considered a strong asset
Advanced level of English proficiency required, as the role involves to communicate, provide sales support, share business updates and sales materials, and collaborate with advisors, MGA partners, and internal stakeholders on a regular basis..

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Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence;

AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;

A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

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Competitive Benefits

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and personal development days

Telemedicine services

Employee and Family Assistance Program (EFAP)

Ergonomic furniture program

Performance bonus

Discounts on iA products

And much more!

______________________________________________________________________________

Apply now and get ahead of your career, where your talent really belongs!

______________________________________________________________________________

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

______________________________________________________________________________

The typical hiring range for this position is between $47 544 and $79 585 CAD; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

2026-10-24

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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More about this job

Responsibilities

Provide administrative and sales support to advisors, Sales Directors, and internal teams, coordinating requests and ensuring timely follow-up. Communicate business updates, manage sales materials and campaign follow-ups, track sales activity, and maintain advisor lists, segmentation, and documentation.

Requirements

Candidates should have strong customer service, relationship-building, organizational, communication, and collaboration skills, along with proficiency in Microsoft Office and familiarity with digital communication or marketing platforms. Post-secondary studies in administration, finance, or a related field are required; insurance industry experience is an asset, and advanced English proficiency is required.

Skills

Customer Service
Relationship Building
Sales Support
Administrative Support
Business Development
Communication
Collaboration
Organization
Attention To Detail
Multitasking
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Teams
Digital Marketing Platforms

Benefits

Employee Share Purchase Plan
Vacation Program
Wellness Days
Personal Development Days
Telemedicine Services
Employee and Family Assistance Program
Ergonomic Furniture Program
Performance Bonus
Discounts on Company Products

Visa sponsorship

Not detected in the job text

Keywords

Inside Sales
Sales Support
Administrative Support
Advisor Relations
Sales Directors
Business Development
MGA Partners
Business Development Managers
Sales Campaigns
Sales Materials
Presentations
Advisor Segmentation
Activity Tracking
Case Management
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Teams
Constant Contact
Digital Communication
Digital Marketing
Insurance
Financial Services
Relationship Management

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