VP, Sales, Prairies, iA Clarington

iA Financial Group (Industrial Alliance)


Date: 1 day ago
City: Winnipeg, Manitoba
Contract type: Full time
Description

Role: Vice President, Sales, iA Clarington / External Mutual Fund Wholesaler

Region: This role is 100% remote and the employee will cover the Prairies. Therefore, the employee must be located either in Saskatchewan or Manitoba.

Reporting to the Senior Vice President, Sales, Western Canada, the VP, Sales / Wholesaler 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

The ideal candidate will have:

  • 5+ 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, as is a willingness to travel extensively in order to effectively cover the region
  • 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
  • In addition, the candidate must have excellent communication skills, be a proactive self-starter as well as a team player who can share ideas

Thank you for your interest in this role. Please note, only the candidates selected for interviews will be contacted.
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