Financial Security Advisor 1 Sales Manager
iA Financial Group - Beaugrand office
When studying at HEC Montréal business school in 2018, I made the great decision to join iA Financial Group as a financial security advisor in order to learn more about about financial services. Fueled by new challenges, it's my determination and discipline that enabled me to become a sales manager one year later, in 2019. I have over 15 years of experience in customer service. I am detail-oriented and my clients' wellbeing is my biggest priority. These are the values I share with my amazing sales team of currently 13 financial security advisors. You can trust me and my team for service that will meet your expectations. Are you passionate about the financial services industry and are looking for a stimulating career? Contact me today and, together, we will establish a personalized training plan.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon is Chief Strategist and Senior Economist at iA Financial Group. He also serves as Vice-President, Asset Allocation, and Portfolio Manager for our subsidiary, iA Investment Management Inc. (iAIM).
Canada: A <em>per capita</em> recession
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.