Elevate financial well-being as a Financial Solutions Consultant with a leading firm. This role offers hybrid work flexibility while advising clients on retirement and savings strategies.

Your primary focus will be providing tailored financial guidance to members of group plans. You will help clients understand their contribution options, optimize asset consolidation, and manage retirement income effectively. This position emphasizes innovation through CRM tools, enhancing client relationships while promoting operational collaboration.

Key Responsibilities:
• Act as a trusted resource for clients in financial decision-making
• Promote contributions to benefit from employer matching
• Guide members on consolidating external assets into group plans




• Support clients during key life events with financial advice
• Ensure successful project delivery by collaborating with teams

Requirements:
• Degree in finance, business administration, or similar
• Two years of experience in financial advisory services
• Expertise in simplifying complex financial information
• Exceptional communication and relationship-building skills
• Proficiency in English and French for client interactions

Utilize your financial acumen to foster client confidence and security.
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📌 Financial Solutions Consultant - Client Advisor (Quebec City)
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City