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 profesional, 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.

• Is known for their knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation)
• Stands out for their understanding of industry and firm compliance regulations.
• Demonstrates strong professional telephone manner, capable of directing conversations effectively.
• Is recognized for their initiative, autonomy, and the ability to work independently.
• Has completed an IFIC or CSC course.
• Has 2 years of experience in similar industry/field.
• LLQP would be a big asset in this role.
• Advanced level of French and English is required, as the financial advisor will communicate regularly with clients in Quebec and across Canada and international clients regarding trades, investments and account related details on a daily basis. The majority of the clients would need to be communicated with in English.

• 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!