Become a Financial Advisor in Toronto, guiding clients towards financial security through expert wealth management services. This hybrid role is perfect for individuals committed to client service and compliance. In this pivotal position at our National Branch, you’ll engage with clients to provide solutions that meet their needs while maintaining accurate and updated records.

With 2 years' experience, you’ll oversee investment recommendations and help navigate the advisory landscape with autonomy and expertise. Key Responsibilities:
Deliver accurate, knowledgeable service to each client
Conduct KYC updates and manage recent account openings
Make informed investment decisions and modifications
Process client trades and document all communications
Timely response to client inquiries and requests Requirements:
Minimum 2 years in a similar financial role
Solid grasp of financial instruments and compliance regulations
Valid IFIC or CSC certification is a must
Bilingual in French and English for client interactions
Independent worker with strong initiative Contribute to financial well-being with your advisory skills in a cooperative environment.

📌 Toronto Financial Advisor Position Quebec City
🏢 Iaawg
📍 Quebec City