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Added 9 mins ago
IW
Coordinator, Region Office Operations - Sudbury, ON
IG Wealth Management
BC · British Columbia, Canada
- Internship
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 9 mins ago
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NM
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NB
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Added 9 mins ago
KC
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Added 10 mins ago
LC
Lead Data Analyst, Growth Marketing
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Lead Product Manager, Website & Digital Retail
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Added 24 mins ago
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Added 24 mins ago
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iA Financial Group

Internal Wholesaler

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Experience: Has a minimum of 3 years of experience in financial sales, investment product distribution, or a similar role.
Posting language: English
Posted: Sep 23, 2026

Original job description

Job Description

Build the future with us

Join iA Clarington Investments Inc. as an Internal Wholesaler and play a key role in growing our business by developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of a strategic territory.

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

What you will accomplish with us

As an Internal Wholesaler, you will be at the core of our mission. Key responsibilities include:

Working closely with the Vice President, Sales, to manage a defined territory and achieve sales objectives.
Actively generating new business opportunities through outbound calls and prospecting initiatives with advisors.
Developing and maintaining strong, long-term relationships with existing clients and new partners.
Maintaining daily contact by phone and videoconference to understand advisors’ business needs and propose tailored solutions.
Following up on meetings, roadshows, events, and webinars in support of the Vice President, Sales.
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support.
Supporting participation in regional events and roadshows through outbound calling campaigns.
Collaborating with the Sales Assistant for the territory to prioritize actions and deliverables.
Making daily calls related to subscriptions and redemptions to identify trends, business opportunities, and new investors.
Achieving the territory’s sales objectives and key performance indicators (KPIs).
Creating and distributing marketing communications and newsletters for advisors.
Producing fund comparisons and analyses using Morningstar Advisor Workstation and YCharts.
Actively participating in national, regional, and departmental meetings, as well as special projects.
Contributing to client segmentation and the development of the territory’s annual business plan, in collaboration with the Vice President, Sales.
Escalating client issues to the appropriate teams when required.
Participating in special events, including occasional evening or weekend activities.

What could accelerate your success in this role

We are looking for someone who:

Holds a DEC or bachelor’s degree in business administration, finance, economics, or another relevant field.
Has a minimum of 3 years of experience in financial sales, investment product distribution, or a similar role.
Is recognized for the ability to build strong, lasting business relationships.
Stands out for rigor, organizational skills, and the ability to manage multiple priorities.
Demonstrates a strong results orientation, autonomy, and initiative.
Has an advanced level of English proficiency, as the role involves regular communication and relationship-building with advisors, business partners, and internal teams located outside Québec.

Professional assets:

Holds the Canadian Securities Course (CSC), required; IFIC, CIM, CFP, or CFA are considered assets.
Proficiency with Morningstar Advisor Workstation and YCharts.

Why you will enjoy working with us

A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, equitable, 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. Competitive benefits include: flexible group insurance, a competitive pension plan, an employee share purchase plan, vacation and wellness days and personal development, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more!

Apply now and take the lead in your career, where your talent truly matters!

Not sure whether to apply? At iA, we believe in potential and value diverse experiences. If this role inspires you, take a chance and apply - your place may be with us, and we want to get to know you!

Compensation – British Columbia

The typical hiring range for this position is $70,500 to $92,500 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)

Vancouver / 988 Broadway West

Other Possible Location(s)

Company

IA Clarington Inc.

Posting End Date

2026-10-23

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 of 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.

Apply About employer

More about this job

Responsibilities

The Internal Wholesaler manages a defined territory by building relationships with brokerage firms and financial advisors to achieve sales objectives. They actively generate business opportunities through prospecting, provide tailored solutions, and support the external sales team with marketing and analytical tasks.

Requirements

Candidates must hold a DEC or bachelor’s degree in a relevant field and possess at least 3 years of experience in financial sales or investment product distribution. Proficiency in English and the Canadian Securities Course (CSC) are required, with additional financial certifications considered an asset.

Skills

Financial sales
Relationship management
Prospecting
Outbound calling
Sales objectives
Market analysis
Fund comparison
Client segmentation
Business planning
Communication
Organizational skills
Morningstar Advisor Workstation
YCharts
Financial literacy
Strategic territory management

Benefits

Flexible group insurance
Competitive pension plan
Employee share purchase plan
Vacation days
Wellness days
Personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonuses
Discounts on iA products

Visa sponsorship

Not detected in the job text

Keywords

Internal Wholesaler
Financial Services
Investment Products
Sales
Brokerage
Financial Advisors
Prospecting
KPIs
Morningstar Advisor Workstation
YCharts
CSC
IFIC
CIM
CFP
CFA
Business Development
Territory Management
Wealth Management
Client Relations
Marketing Communications
Financial Analysis
Hybrid Work

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