Transform financial futures as a Financial Solutions Consultant in a hybrid setting. Your expertise in personalized advice will be invaluable for clients navigating retirement and savings plans.

You’ll be pivotal in guiding clients through their financial journeys, increasing engagement and contribution rates while simplifying complex information. By utilizing CRM data, you will discover client opportunities and support seamless interactions among teams. This role invites you to contribute to a cooperative and innovative environment focused on client-centric solutions.

Key Responsibilities:
• Offer personalized financial advice to group plan members
• Drive early member engagement for optimal plan benefits




• Assist with asset growth through consolidation strategies
• Educate clients on retirement income options
• Collaborate with teams on various operational projects

Requirements:
• Bachelor’s degree in finance or related field
• At least two years in financial advisory or wealth management
• Ability to convey financial concepts clearly
• Strong interpersonal skills and trust-building abilities
• Fluent in both English and French for communication

Be at the forefront of fostering financial confidence in clients.
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📌 Experienced Financial Solutions Consultant Needed (Quebec City)
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City