IA Financial Security Advisor

Position: Join iA as a Financial Security Advisor
Transform client financial well-being at iA Financial Group as a Financial Security Advisor in Ottawa, ON. Deliver personalized insurance and investment solutions to foster client confidence.

In this full-time, on-site position, you'll advise clients on their financial futures while addressing their unique needs. Your expertise in financial planning and investments will allow you to establish strong relationships and provide exceptional service that exceeds expectations.

Key Responsibilities:

• Provide expert financial and retirement planning advice

• Develop personalized investment strategies for clients

• Recommend appropriate segregated funds as needed

• Ensure delivery of outstanding customer support

• Foster and nurture long-term relationships with clients

Requirements:

• Proven experience in financial and retirement planning

• Strong knowledge of investment products and financial services

• Familiarity with the application of segregated funds

• Excellent communication skills for client engagement

• Certification in financial planning or equivalent is preferred

Empower clients with tailored financial solutions as a Financial Security Advisor at iA Financial Group in Ottawa.
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