Elevate your career as an Investment Advisor with iA Private Wealth in a hybrid work workplace. Build personal client relationships, deliver expert investment strategies, and drive financial success.
In this key role, you will serve clients nationwide, providing tailored wealth planning and investment management services. Leveraging digital channels, you'll build a diverse client base through service-oriented sales and relationship management. Your expertise will guide clients in developing financial plans while addressing their insurance needs effectively.
Key Responsibilities:



- Build and grow a clientele through effective service strategies - Develop personalized financial plans for clients - Execute trades accurately and in a timely manner - Cultivate long-term relationships by understanding client goals - Stay informed about industry regulations and market trends
Requirements: - Minimum 5 years in investment advisory or financial planning - Solid knowledge of financial products and market strategies - Excellent communication and organizational skills - Canadian Securities Course (CSC) completed - Preference for CFP®, CLU®, or similar designations
Become a trusted financial partner at iA Private Wealth, delivering customized advice and solutions to empower client success.#J-18808-Ljbffr

📌 Investment Advisor At Ia Private Wealth Winnipeg
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg