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About the Role

As a Financial Advisor, 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.

Responsibilities

• 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.

Requirements

• A valid IFIC or CSC course would be required
• 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

Skills

• Knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation)
• Understanding of industry and firm compliance regulations.
• Strong professional telephone manner, capable of directing conversations effectively.
• Initiative, autonomy, and the ability to work independently.

Location

• Quebec / 1080, Grande Allee West
• Montreal / 1981 McGill College Avenue
• Toronto / 26 Wellington Street East

Work Type

• Hybrid

Experience Level

• 2 years of experience

Education Level

• IFIC or CSC course
• LLQP

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.
• Together, we have earned the trust of our more than 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.
• The secret to our success? Investing in you, one person at a time.
• For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
• At iA, we’re invested in you.

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.