Financial Advisor

Financial Advisor – Build the future with us

Are you driven by helping clients feel confident and secure about their financial future? As a Financial Advisor within our National Branch, you will play a key role in supporting clients through professional, compliant, and personalized wealth‑management services while developing your expertise within a dynamic advisory environment. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company.

Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

• Provide knowledgeable, accurate, and proactive service to clients.
• Ensure client information is accurate and up to date.
• Complete Know Your Client (KYC) updates and open new accounts.
• Make investment recommendations and rebalance portfolios.
• Enter client trades (purchases, switches, redemptions).
• Follow up on missing documentation required to process client accounts.
• Maintain client files and information across internal systems.
• Document all client interactions accurately and promptly.
• Respond to client inquiries in a timely manner and reassign requests when appropriate.

• Known for knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation).
• Strong understanding of industry and firm compliance regulations.
• Demonstrates strong professional telephone manner, capable of directing conversations effectively.
• Recognized for initiative, autonomy, and the ability to work independently.
• A valid IFIC or CSC course would be required.
• Has 2 years of experience in similar industry/field.
• LLQP would be a big asset in this role.
• Advanced level of French and English required; must communicate regularly with clients in Quebec and across Canada and international clients regarding trades, investments and account related details on a daily basis.

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative work spaces.
• Competitive benefits:
  Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more.

Quebec – 1080 Grande Allee West;
Montreal – 1981 McGill College Avenue;
Toronto – 26 Wellington Street East.