08 Oct
iA Financial Group
Toronto
Job Description
Location: Ottawa
Working Conditions: Remote, with travel within Ottawa. Key moments may be held in the Toronto office throughout the year.
Reporting to the Senior Vice President, Sales, the VP, Sales is responsible for:
- Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of MFDA and IIROC advisors.
- Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings, branch meetings, manager visits, and through other general correspondence.
- Developing and maintaining relationships through cold calls, warm referrals, meetings, events,
and social activities with clients and through persistent prospecting.
What You Have:
- 5 - 7 years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity.
- A proven history of successfully managing an advisory region (MFDA and IIROC), and a clear, demonstrable ability to prospect within the IIROC channel.
- Post-secondary education is required.
- At minimum, successful completion of the CSC is required, along with other industry designations indicating a passion for capital markets.
- Complete understanding and knowledge of the securities, investment and mutual fund industries and products.
- Advanced communication skills in French and English due to interactions with English and French speaking partners across Canada and daily review of correspondence from stakeholders and regulatory bodies.
What iA Clarington Offers:
- A competitive compensation plan that is made up of a base salary as well as commission.
- We value and encourage our employees to have a good work-life balance and so on top of vacation we also offer Personal Leave Days.
- To encourage an active and healthy lifestyle, we have a generous Wellness plan that covers physical activity and wellness expenses.
- Comprehensive and flexible group insurance benefits to meet your and your family’s needs.
- A home office equipment program to ensure that you have the best working environment.
- Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA Clarington.
iA Clarington Investments Inc. would like to thank all applicants; however, only those who qualify for an interview will be contacted.
About iA Clarington Investments Inc.
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.
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.
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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▶️ VP, Sales - Ottawa
🖊️ iA Financial Group
📍 Toronto