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 current 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.

📌 Financial Advisor Hybrid Opportunity Quebec City
🏢 Iaawg
📍 Quebec City