Reporting to the Manager of Operations & Sales Support, the Financial Advisor will have the opportunity to gain experience in wealth management. The ideal candidate will be highly motivated and have an interest in progressing to independent Advisor, or other internal roles and career opportunities. This role requires the incumbent to be fluent in English and French.
Major accountabilities include:
Providing knowledgeable and accurate service to clients
Ensuring client information is accurate and up to date
Completing Know Your Client (KYC) updates, opening new accounts
Making investment recommendations, rebalancing portfolios
Our employees are our best investment and we have much to offer them.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.