Join iA Private Wealth as an Investment Advisor to revolutionize wealth management with personalized service. Engage clients virtually and provide expert financial advice tailored to their needs.

In this dynamic role, you will be the trusted partner for clients across Canada, developing comprehensive investment strategies and financial plans. Your focus will include assessing insurance needs and delivering precise recommendations. Utilize your sales skills to expand relationships and drive business development while fostering a collaborative team environment.

Key Responsibilities:
• Cultivate client relationships through insightful financial advice
• Develop holistic plans integrating investment and insurance
• Ensure compliance with industry standards and regulations




• Document and manage all client interactions accurately
• Respond promptly to client inquiries and resolve issues

Requirements:
• 5+ years in investment advisory or similar fields
• Solid understanding of wealth management and compliance
• Proven sales record and communication skills
• Completion of mandatory financial courses like CSC
• Bilingual in French/English considered an asset

Empower clients with thoughtful investment strategies and grow your career at iA Private Wealth.
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📌 Hybrid Investment Advisor Role at iA Wealth (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario