Advance your career in a collaborative environment as an Internal Wholesaler at iA in Toronto. This full-time role emphasizes driving sales and developing strong client connections in the financial industry.
As a key member of the Internal Wholesaling Team, you will report directly to the Vice President, working to track sales targets and foster enduring advisor relationships. Your role includes leveraging product expertise to deliver customized solutions while managing event marketing and client communications.
Key Responsibilities:
• Manage territory and partner with VP of Sales
• Grow business through proactive prospecting efforts
• Provide tailored solutions that enhance client retention
• Organize regional marketing events and campaigns
• Keep accurate records and analytics for client data
Requirements:
• Minimum 3-5 years of relevant experience
• Bachelor’s degree in Finance or related discipline
• Recognized for client relationship-building skill...