iA Financial Group (Industrial Alliance) · 2 weeks ago
Internal Wholesaler
Vancouver, British Columbia, Canada
Full-time
Hybrid
Entry Level
CA$71K/yr - CA$75K/yr
1+ years expiA Financial Group is a company that aims to help its clients feel confident and secure about their future. As an Internal Wholesaler, you will play a key role in driving sales and building long-lasting relationships within the brokerage and dealer community.
IndustrialFinanceProperty & Casualty InsuranceInsurance
Responsibilities
Actively generate and develop new business relationships and make outbound proactive prospecting calls to advisors
Use daily video and phone contact with clients to expand relationships, understand their business needs, and provide appropriate solutions
Provide essential support to the VP of Sales by promptly following up on meetings, road shows, events, and webcasts
Ensure regional events and road shows are well attended through outbound call campaigns
Create fund comparisons and analytics for advisors using Morningstar Report Portal and YCharts
Qualification
Required
1–2 years of financial experience
Bachelor's degree in Commerce, Finance, Business Administration, or Economics
CSC (required)
Preferred
IFIC, CIM, CFP, CFA are considered assets
Proficiency with Morningstar Report Portal
Proficiency with YCharts
Experience with Salesforce
Excellent interpersonal, organizational, and prioritization skills
Strong communication skills (verbal and written)
Strong leadership and ability to be proactive and a self-starter
Collaborative and thriving under pressure
Benefits
Flexible group insurance
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Discounts on iA products
A Group Registered Retirement Savings Plan (RRSP) with company matching
Company
iA Financial Group (Industrial Alliance)
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.33B2025-06-16Post Ipo Equity· $294.7M
2024-12-02Post Ipo Debt· $284.77M
2024-06-17Post Ipo Debt· $350M
Leadership Team
Denis Ricard
President and Chief Executive Officer
Caroline Drouin
Vice President, Investor Relations, Sustainability and Public Affairs
Recent News
2025-12-18
Business Wire
2025-12-12
Company data provided by crunchbase