Financial Advisor

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 at our national branch , you will play a key role in guiding 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, thorough, proactive, and client-need-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.
• Keeping client files and information up to date in internal systems.
• Accurately and quickly documenting all interactions with clients.
• 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:
• Possesses a strong knowledge of financial products (mutual funds, GICs, RRSPs, asset allocation).
• Demonstrates a good understanding of industry and compliance regulations.
• Exhibits excellent professionalism on the phone and effectively directs conversations.
• Is recognized for their initiative, autonomy, and ability to work independently.
• Holds an IFIC certification or has completed the Securities Industry Course (SIC).
• Has a minimum of 2 years of experience in a similar role or sector.
• Is willing to obtain the Life and Health Insurance License (LLQP) within the first 12 months of employment (required only in case of transitioning from a contract to a permanent position).
• Speaks French and English at an advanced level, as the advisor will daily communicate with clients from Quebec, the rest of Canada, and internationally regarding transactions, investments, and client accounts. The workload distribution would be approximately 95% with anglophone clients and 5% with francophone clients.

Why You Will Love Working With Us

• A work environment where learning and development merge with a collective quest for 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 pension 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 matters!
• Hesitating to apply?

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