15 Aug
|
Iaawg
|
Quebec City
Financial Advisor – Build the future with us Are you driven by helping clients feel confident and secure about their financial future? As a Financial Advisor within our National Branch, you will play a key role in supporting clients through qualified, compliant, and personalized wealth‑management services while developing your expertise within a dynamic advisory environment. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
Responsibilities Provide knowledgeable, accurate, and proactive service to clients.
Ensure client information is accurate and up to date.
Complete Know Your Client (KYC) updates and open new accounts.
Make investment recommendations and rebalance portfolios.
Enter client trades (purchases, switches, redemptions).
Follow up on missing documentation required to process client accounts.
Maintain client files and information across internal systems.
Document all client interactions accurately and promptly.
Respond to client inquiries in a timely manner and reassign requests when appropriate.
Qualifications Known for knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation).
Strong understanding of industry and firm compliance regulations.
Demonstrates strong professional telephone manner, capable of directing conversations effectively.
Recognized for initiative, autonomy, and the ability to work independently.
A valid IFIC or CSC course would be required.
Has 2 years of experience in similar industry/field.
LLQP would be a big asset in this role.
Advanced level of French and English required; must communicate regularly with clients in Quebec and across Canada and international clients regarding trades, investments and account related details on a daily basis.
Why You’ll Love Working with Us A work environment where learning and development merge with a collective pursuit of excellence.
A healthy, safe, fair, and inclusive workplace where potential can be freely expressed and developed.
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more.
Location Quebec – 1080 Grande Allee West; Montreal – 1981 McGill College Avenue; Toronto – 26 Wellington Street East.
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📌 Financial Advisor (Quebec City)
🏢 Iaawg
📍 Quebec City