Investment Advisor The iA Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients.

Operating primarily through virtual and digital channels, our team is dedicated to helping clients achieve their financial goals with expert advice and exceptional service.

Serving clients across Canada, we prioritize client relationships, professional solutions, and team excellence, leveraging our strong history in wealth management for continued success.

In this role, you will serve as a trusted financial partner, offering expert wealth planning and customized investment strategies to a diverse client base.

Your primary focus will be on developing and implementing personalized financial plans, delivering sound investment advice, and assessing clients' insurance needs to recommend suitable products for their financial protection.

By leveraging our virtual and digital channels, you will provide exceptional service, foster strong client relationships, and drive business growth through proactive engagement.

Cultivate long-term client relationships by gaining insight into their financial goals and providing tailored financial advice, incorporating comprehensive insurance solutions.

Identify opportunities to expand client relationships through assets consolidation, addressing insurance needs and facilitating referrals.

Develop holistic financial plans that integrate investment and insurance strategies based on clients’ individual circumstances and goals.





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.

Maintain client files and information on the appropriate systems.

Understand required documentation for all client account types.

Ensure compliance of team policies and procedures.

5 years of experience in investment advisory, wealth management, financial planning or similar role. Pleasant telephone manner and an ability to keep client conversations on track. Robust knowledge of financial products, investment strategies and market trends. Working knowledge of investment and retirement planning to meet the needs of clients.

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).

Pl., Bilingual [French/English] is an asset

Flexible group insurance competitive pension plan vacation and wellness/personal development days employee and family assistance program ergonomic furniture program performance bonus

Company iA Private Wealth Inc.

Posting End

Date 2026-09-30





With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is 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 help or assistance to make the recruitment process more accessible for you, please Contact us here. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.

📌 Investment Adviser Compliance (Toronto)
🏢 Iaawg
📍 Toronto