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Internal Associate Jobs in Mississauga, ON (NOW HIRING)

HollisWealth

Associate Structured Products

Toronto, ON · Hybrid

Associate, Structured Products _____ Build the future with us Are you driven by the financial ... Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by ...

PGW Auto Glass

Warehouse Associate

Stoney Creek, ON

The Warehouse Associate will also be responsible for maintaining excellent customer service to internal and external customers always. We are seeking candidates who are extremely motivated and are ...

PGW Auto Glass

Warehouse Associate

Mississauga, ON · On-site

The Warehouse Associate will also be responsible for maintaining excellent customer service to internal and external customers always. We are seeking candidates who are extremely motivated and are ...

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Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What cities near Mississauga, ON are hiring for Internal Associate jobs?

Cities near Mississauga, ON with the most Internal Associate job openings:

Internal Associate jobs near you
Infographic showing various Internal Associate job openings in Mississauga, ON as of August 2026, with employment types broken down into 1% As Needed, 89% Full Time, 8% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Regional Life Associate (Internal Wholesaler)

Toronto, ON • Hybrid

Wawanesa Insurance
Insurance Services • 1 - 5K employees
Learn more about Wawanesa Insuranceexternal

CA$70K - CA$80K/yr

Full-time, Part-time

Retirement, PTO

Posted 19 days ago

Job description

Job ID: 10263 


Employment Type: Existing Role 

Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Toronto (North York), ON; Kitchener, ON; Ottawa, ON.

Working Business Language: English 
 

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $70,000 - $80,000. Candidates with salary expectations outside of the range are still encouraged to apply. 

About The Wawanesa Mutual Insurance Company
Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada's largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.


Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

Independent insurance advisors in Canada have a great deal of choice when selecting a provider for their client's insurance need. The regional life associates' roles is to ensure Wawanesa and its suite of insurance solutions are prominently featured to our contracted brokers and prospective brokers', to help Wawanesa Life win business. This is done through a proactive combination of advisor service, case consultation and relationship building. Through a primarily virtual and phone-based presence, the regional life associate, will act as a representative of Wawanesa in all distribution activities. This includes, supporting advisors new business needs and inforce policy inquiries. The regional life associate will partner closely with their assigned regional life managers to build a comprehensive business plan to support and grow the assigned territory through advisor growth goals, new advisor prospecting, coordination of advisor interactions and marketing initiatives. 

Job Responsibilities
  • Promote Wawanesa Life to advisors in a competitive marketplace. 
  • Support your aligned external wholesalers (Regional Life Manager) within the assigned territory. 
  • Build relationships with advisors in the assigned territory (largely over the phone or virtually) while taking direction from the external wholesalers in the territory. 
  • Call on advisors to notify them of campaigns, promotions, sales opportunities. 
  • Develop stagnant or underperforming advisors and grow share of business from all advisors in the territory. 
  • Prospect for new advisor relationships through use of Wawanesa value proposition and centers of influence. 
  • Provide case consultations for advisors, including building quotes/illustrations, give product advice and/or offering training/education. 
  • Work with internal partners (operations, administration, underwriting, etc.) to achieved desired production results. 
  • Proactively communicate and serve advisors in assigned territory. This includes meeting minimum number of weekly proactive sales calls/meetings. 
  • Develop advisor reporting to help identify opportunities in the assigned territory. 
  • Book required minimum number of meetings for external wholesalers. 
  • Provide marketing material support to advisors and external wholesalers. 
  • Act as a representative of Wawanesa Life in place of external wholesalers at events when they are unavailable. 
  • Help members whose advisors have retired or left the business, with their insurance needs or questions. 
Qualifications
  • Prior insurance sales experience
  • LLQP designation (or willing to complete)
  • Post-secondary education in related discipline
  • Industry designations (CFP, CLU, CHS, etc.) considered an asset
  • Strong communication, organizational, and relationship-building skills
  • Proficiency in Microsoft Office platform and Salesforce
  • Comfortable in a high paced, results oriented environment

#LI-JB3


Diversity Equity, Inclusion& Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people - this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.  
 

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