Join a trusted financial services organization as a Financial Solutions Consultant. You'll provide personalized guidance to clients, focusing on their savings and retirement plans.

In this hybrid position, you will leverage your expertise to assist members with informed financial decisions. Your role centers on enhancing client engagement, optimizing asset growth, and guiding individuals through their retirement options. You'll use CRM tools for tracking, ensuring smooth collaboration with support teams for operational efficiency.

Key Responsibilities:
• Provide personalized financial advice to clients in group plans
• Encourage higher contributions and early engagement with advantages
• Assist with asset consolidation for simplified management




• Guide clients on retirement income options as they approach retirement
• Collaborate on special projects with support teams

Requirements:
• Bachelor’s degree in finance, economics, or related field
• Minimum two years in financial advisory or wealth management
• Strong ability to simplify complex concepts for clients
• Excellent communication and interpersonal skills
• Fluent in English and French, both spoken and written

Your expertise is essential in helping clients build secure financial futures.
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📌 Hybrid Financial Solutions Consultant Role (Quebec City)
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City