iA Financial Group (Industrial Alliance)

Investment Advisor

iA Financial Group (Industrial Alliance)

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$75,000 - CA$90,000 per year

About the role

  • Serve as a trusted financial partner, offering expert wealth planning and customized investment strategies
  • Develop and implement personalized financial plans
  • Deliver sound investment advice
  • Assess clients' insurance needs to recommend suitable products for their financial protection
  • Engage with clients to understand their unique financial goals and craft tailored solutions
  • Develop holistic financial plans that integrate investment and insurance strategies
  • Ensure accuracy and up-to-date information in client accounts and documentation
  • Stay up to date with regulatory rules and changes in the investment and insurance industry
  • Document all client interactions and transactions accurately
  • Resolve issues and process client transactions expediently and accurately

Requirements

  • 5 years of experience in investment advisory, wealth management, financial planning or similar role
  • Excellent communication skills, written and verbal
  • Pleasant telephone manner and an ability to keep client conversations on track
  • Strong knowledge of financial products, investment strategies and market trends
  • Working knowledge of investment and retirement planning to meet the needs of clients
  • Strong sales record
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines and targets
  • Strong understanding of industry and firm compliance regulations
  • Education and Accreditations: Canadian Securities Course (CSC) completed
  • Conduct & Practices Handbook course (CPH) completed
  • Wealth Management Essentials course (WME) completed or enrolled
  • Life Licence Qualification Program course (LLQP) completed (asset)
  • Preference will be given to applicants that are already licensed with CIRO as Investment Representative (IR) or Registered Representative (RR)
  • Preference will be given to applicants with the following designation, CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations
  • Bilingual [French/English] is an asset
Benefits
  • Flexible group insurance
  • Competitive pension plan
  • Stock purchase plan
  • Vacation and wellness/personal development days
  • Telemedicine
  • Employee and family assistance program
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth planninginvestment strategiesfinancial planninginsurance productsinvestment advisoryretirement planningfinancial productsmarket trendssales recordcompliance regulations
Soft Skills
communication skillsorganizational skillsinitiativeindependencedeadline managementclient engagementproblem resolutiontelephone mannerattention to detailclient relationship management
Certifications
Canadian Securities Course (CSC)Conduct & Practices Handbook (CPH)Wealth Management Essentials (WME)Life Licence Qualification Program (LLQP)CIRO Investment Representative (IR)CIRO Registered Representative (RR)CLU®F.Pl.PFP®QAFP®