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 new 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
- Strong 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.

📌 Financial Advisor - Hybrid Opportunity (Quebec City)
🏢 Iaawg
📍 Quebec City