Join as a Financial Advisor in a hybrid setting, focusing on securing clients' financial futures through personalized wealth management services. This role emphasizes compliance and proactive client support.
You will be instrumental in a energetic advisory environment, updating KYC information, providing investment advice, and ensuring accurate client files. With a minimum of 2 years in the finance industry, your expertise will contribute to fostering a trustworthy atmosphere. This position rewards initiative and is perfect for self-starters.
Key Responsibilities:
• Ensure proactive service and support for client inquiries
• Open recent accounts and manage KYC updates
• Make smart investment recommendations and rebalancing




• Follow up on necessary documentation for account processing
• Maintain thorough records of all client communications
Requirements:
• 2 years of experience in financial services required
• Solid knowledge of financial instruments and compliance
• IFIC or CSC certification necessary for the role
• Bilingual proficiency in French and English is required
• Ability to work autonomously and with integrity
This role allows you to impact clients positively while developing your financial advisory skills.
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📌 Financial Advisor Hybrid Opportunity Quebec City
🏢 Iaawg
📍 Quebec City