Financial Advisor

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Employer: Investia Financial Services Inc.

Office: 1080, Grande Allée Ouest

Main workplace: Quebec, Quebec

Other possible workplace(s): Montreal, Quebec; Toronto, Ontario

Industry sectors: Business administration, finance and accounting

Job number: JR10027156

Employment type: Permanent job

Apply by: 2026-07-31

Description

• Building the future together

Are you driven by the desire to help clients feel confident and secure about their financial future? As a Financial Advisor within our national branch, you will play a key role in supporting clients by offering professional, customized, and compliant wealth management services, while developing your expertise in a dynamic advisory environment.

This position represents an excellent 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, in an environment that fosters collaboration and innovation.

What you will accomplish with us

As a Financial Advisor, you will be at the center of our mission. Your main responsibilities will include: Providing professional, rigorous, proactive, and client-focused service.

Ensuring the accuracy and updating of client information.

Performing "Know Your Client" (KYC) updates and opening new accounts.

Formulating investment recommendations and rebalancing portfolios.

Recording client transactions (purchases, transfers, redemptions).

Following up on missing documents required for client file processing.

Maintaining up-to-date client files and information in internal systems.

Documenting all client interactions accurately and promptly.

Responding to client requests within required timeframes and redirecting inquiries as needed.

What could accelerate your success in this role

We are looking for a person who:

Has solid knowledge of financial products (mutual funds, FNB, CPG, asset allocation).

Demonstrates a good understanding of industry and compliance requirements.

Shows excellent professionalism on the phone and effectively directs conversations.

Is recognized for their initiative, autonomy, and ability to work independently.

Holds an IFIC certificate or has completed the Securities Trading Course (CSC).

Has a minimum of 2 years of experience in a similar role or sector.

Is willing to obtain the personal insurance license (LLQP) within the first 12 months of employment (required only in case of transitioning from a contract to a permanent position).

Has advanced proficiency in both French and English, as the advisor will communicate daily with clients from Quebec as well as the rest of Canada and internationally regarding transactions, investments, and client accounts. The workload distribution would be approximately 95% with English-speaking clients and 5% with French-speaking clients.

Why you will love working with us

A work environment where learning and development merge with a collective pursuit of excellence; A healthy, safe, fair, and inclusive environment where potential can freely express and develop;

The opportunity to work in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive social benefits: Flexible collective insurance, Competitive retirement plan, Share purchase plan, Vacation and well-being days plan, Telemedicine, Employee and family assistance program, Ergonomic furniture program, Performance bonuses, Discounts on iA products, and more!

Apply now and take the lead in your career, where your talent truly counts!

Hesitating to apply?

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

Take the lead in your career, where your talent truly counts

See why so many people choose iA!

Organization profile

At iA Financial Group, we are the strength of a human-sized company with over 10,000 employees. Together, we have earned the trust of over 5 million clients and 50,000 representatives who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we are a key player in the financial services industry in Canada and the United States. The secret to our success? Investing, one person at a time. Because for over 130 years, we have believed that by supporting each of our employees and surrounding ourselves with the most reputable leaders in the industry, we can continue to innovate.

At iA, we invest, for you.

Our commitment to diversity and inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace 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 assistance or support to make the recruitment process more accessible for you, please let us know. A member of our team will be happy to assist you.

Are you driven by the desire to help clients feel confident and secure about their financial future? As a Financial Advisor within our national branch, you will play a key role in supporting clients by offering professional, customized, and compliant wealth management services, while developing your expertise in a dynamic advisory environment.

This position represents an excellent 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, in an environment that fosters collaboration and innovation.

What you will accomplish with us

As a Financial Advisor, you will be at the center of our mission. Your main responsibilities will include: Providing professional, rigorous, proactive, and client-focused service.

Ensuring the accuracy and updating of client information.

Performing "Know Your Client" (KYC) updates and opening new accounts.

Formulating investment recommendations and rebalancing portfolios.

Recording client transactions (purchases, transfers, redemptions).

Following up on missing documents required for client file processing.

Maintaining up-to-date client files and information in internal systems.

Documenting all client interactions accurately and promptly.

Responding to client requests within required timeframes and redirecting inquiries as needed.

What could accelerate your success in this role

We are looking for a person who:

Has solid knowledge of financial products (mutual funds, FNB, CPG, asset allocation).

Demonstrates a good understanding of industry and compliance requirements.

Shows excellent professionalism on the phone and effectively directs conversations.

Is recognized for their initiative, autonomy, and ability to work independently.

Holds an IFIC certificate or has completed the Securities Trading Course (CSC).

Has a minimum of 2 years of experience in a similar role or sector.

Is willing to obtain the personal insurance license (LLQP) within the first 12 months of employment (required only in case of transitioning from a contract to a permanent position).

Has advanced proficiency in both French and English, as the advisor will communicate daily with clients from Quebec as well as the rest of Canada and internationally regarding transactions, investments, and client accounts. The workload distribution would be approximately 95% with English-speaking clients and 5% with French-speaking clients.