Job Description

Build the future with us

Are you passionate about helping clients feel confident and secure about their future? Do you enjoy building strong business relationships and have experience in the life insurance, investment, or broader financial services industry?

As a Sales Associate supporting the Asian market, you will play a key role in promoting iA’s investment products, including segregated funds, high-interest savings accounts (HISAs), and guaranteed investment certificates (GICs), as well as our services to independent financial advisors through the Managing General Agency (MGA) network.

Working closely with your territory Sales Director, you will develop and nurture relationships with advisors, Business Development Managers, and administrative teams within MGA offices. Your knowledge of the industry, understanding of client needs, and ability to communicate effectively will contribute directly to business development and sales growth.

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

What you’ll accomplish with us

As a Sales Associate, you’ll be at the core of our mission. Here are the main responsibilities:

• Work closely with the territory Sales Director to develop and execute a business plan designed to achieve sales objectives.
• Promote iA’s investment products and services to independent financial advisors within the MGA network.
• Build and maintain strong business relationships with advisors, Business Development Managers, and administrative teams in MGA offices.
• Develop a strong understanding of advisors’ business models, needs, client segments, and growth opportunities.
• Deliver training to MGA advisors on iA products and sales concepts.
• Develop portfolio recommendations that reflect advisors’ and clients’ needs.
• Prepare, coordinate, and execute sales campaigns supporting iA products and business priorities.
• Proactively identify and pursue new business opportunities while maintaining regular contact with existing advisors.
• Use Salesforce to manage business relationships, document activities, identify opportunities, support strategic prospecting, and contribute to sales growth.
• Maintain regular contact with assigned advisors through in-person meetings, virtual meetings, telephone calls, and email communications.
• Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
• Review sales reports and business data to identify opportunities and prioritize prospecting activities.
• Attend conferences, roadshows, presentations, and other organized events, including occasional evening and weekend activities, as required.
• Contribute to the development of iA’s presence and relationships within the Asian market.

What could accelerate your success in this role

We’re looking for someone who:

• Has a minimum of five years of experience in the life insurance, investment, or financial services industry.
• Holds a bachelor’s degree, college diploma, or a combination of education and relevant industry experience.
• Has strong knowledge of investment products, financial services distribution, and the independent advisor or MGA environment.
• Is known for their excellent interpersonal skills and ability to establish trusted, long-term business relationships.
• Demonstrates strong presentation, facilitation, training, coaching, and communication skills.
• Has strong organizational and planning skills and can effectively manage multiple priorities and tight deadlines.
• Demonstrates strong written and verbal communication skills.
• Has experience using Salesforce or a comparable customer relationship management platform.
• Has strong proficiency with Microsoft PowerPoint and is comfortable creating and delivering professional presentations.
• Is available to attend occasional conferences, roadshows, presentations, and business events outside regular working hours.
• Has completed the Canadian Securities Course (CSC) or the Life Licence Qualification Program (LLQP), which would be considered an asset.
• Has proficiency in Mandarin, which would be considered a significant asset given the role’s focus on developing and supporting relationships within the Asian market.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• AI is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth.
• A healthy, safe, fair, 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

• Flexible group insurance plans
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program, wellness days, and personal development days
• Telemedicine services
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And much more!

Apply now and get ahead of your career, where your talent really belongs!

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

The typical hiring range for this position is between 65 000$ and 80 000$ CAD per year (+ bonus); the base salary offered may vary depending on the knowledge, skills, years of experience, and internal equity related to the role. This position also offers an attractive incentive compensation program and a comprehensive benefits package. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect current market conditions.

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

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 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.