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About the Role

Serve as a trusted financial partner, offering expert wealth planning and customized investment strategies to a diverse client base. Develop and implement personalized financial plans, deliver sound investment advice, and assess clients' insurance needs for financial protection. Emphasize relationship management to understand client goals and craft tailored solutions, including comprehensive insurance strategies. Leverage virtual and digital channels to provide exceptional service, foster strong client relationships, and drive business growth through proactive engagement.

Responsibilities

Proactively build and grow a book of clients through service-oriented sales strategies to achieve business development goals, including identifying and addressing insurance needs.
Cultivate long-term client relationships by gaining insight into their financial goals and providing tailored financial advice, incorporating comprehensive insurance solutions.
Identify opportunities to expand client relationships through assets consolidation, addressing insurance needs and facilitating referrals.
Develop holistic financial plans that integrate investment and insurance strategies based on clients’ individual circumstances and goals.
Ensure accuracy and up-to-date information in client accounts and documentation.
Execute client trade accurately and in a timely manner.
Stay up to date with regulatory rules and changes in the investment and insurance industry.
Stay informed about market trends and economic developments that may impact client portfolios.
Lead team discussions on industry changes, internal changes and product knowledge.
Follow up with clients on missing documentation required.
Maintain client files and information on the appropriate systems.
Document all client interactions and transactions accurately.
Respond promptly and effectively to client inquiries and requests.
Resolve issues and process client transactions expediently and accurately, escalating issues to the Director when necessary.
Understand required documentation for all client account types.
Ensure compliance of team policies and procedures.
Collaborate with business partners and independent advisors to enhance client service and offerings.

Requirements

5 years of experience in investment advisory, wealth management, financial planning or similar role
Excellent communication skills, written and verbal
Pleasant telephone manner and an ability to keep client conversations on track
Strong knowledge of financial products, investment strategies and market trends.
Working knowledge of investment and retirement planning 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
Strong understanding of industry and firm compliance regulations

Skills

Financial planning
Investment strategies
Insurance strategies
Client relationship management
Sales
Communication

Location

Toronto
Vancouver

Work Type

Hybrid

Experience Level

5 years of experience

Education Level

Canadian Securities Course (CSC) completed
Conduct & Practices Handbook course (CPH) completed
Wealth Management Essentials course (WME) completed or enrolled
Life Licence Qualification Program course (LLQP) completed (asset)
CIRO as Investment Representative (IR) or Registered Representative (RR) (preferred)
CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations (preferred)

Salary/Compensations

$75,000 - $90,000 annually

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

About the Company

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
Earned the trust of over four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
Investing in employees, one person at a time.
For over 125 years, we have believed that by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

Equal Opportunity

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, please Contact us here. Someone from our team will be happy to assist you with your needs.