Bilingual Investment Advisor
- Employer: iA Private Wealth Inc.
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Other Possible Location(s): Montreal, Quebec; Québec, Quebec
- Job category: Customer Service and Administrative Support
- Job ID: JR10020967
- Job type: Permanent Job
- Apply before: 2024-09-24
Description
Reporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful candidate will have the opportunity to gain experience in the investment industry, grow a book of business, and build client relationships .
The ideal candidate will be highly motivated and have an interest in progressing to Senior Advisor, Independent Advisor, other internal roles or career opportunities.
Major accountabilities include:
Building a book of clients through service and sales;
Develop long term client relationships by providing investment advice and identifying client needs
Ensure clients information is accurate and up to date
Enter client trades as discussed with the client
Remain up to date with all the regulatory rules and trading activities as it relates to client accounts
Following up with clients on missing documentation required
Maintaining client files and information on the appropriate systems
Ensuring all client interaction is accurately documented
Responding to client inquiries in a timely, responsive manner
Resolving issues and effecting client transactions expeditiously and accurately, and escalating issues to the Director when appropriate
Understanding the required documentation for all client account types
Ensure compliance of team policies and procedures
Reviewing and reducing all restricted accounts
Identifying opportunities to deepen relationships within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)
Act as partner with business partners and independent advisors
Qualifications
1 to 2 years’ experience in a similar role
Excellent communication skills, written and verbal
Pleasant telephone manner and an ability to keep client conversations on track
Knowledge of financial instruments including equities, fixed income, mutual funds and asset allocation
Working knowledge of investment and retirement planning sufficient to meet the needs of clients
Strong sales record
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines and targets
Understanding of industry and firm compliance regulations
Education and Accreditations
Preference will be given to applicants that are already CIROd Licensed Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed
Wealth Management Essentials course completed or enrolled
An advanced level of knowledge of the English and French language is required for daily communication (written and oral) with external clients, regulatory bodies, suppliers, and advisors in Canada. It is important to note that more than 50% of these communications will be conducted in English.
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See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.