Financial Security Advisor

Company Description At iA Financial Group, our purpose is to help clients feel confident and secure about their financial future. We are dedicated to ensuring their financial wellbeing by offering personalized insurance and investment solutions that align with their personal goals. With a focus on exceeding client expectations, we work in collaboration with our trusted distributors to deliver exceptional service and value. Join a company that strives to lead the way in financial security and client satisfaction. Role Description We are seeking a Financial Security Advisor for a full-time, on-site role in Ottawa, ON. The Financial Security Advisor will be responsible for providing expert financial planning and solutions tailored to meet client needs. Daily tasks include advising clients on financial and retirement planning, guiding investment strategies, recommending segregated funds, and delivering exceptional customer service while building long-term client relationships. Qualifications Strong skills and experience in Financial Planning, Retirement Planning, and Finance Knowledge and expertise in Financial Services and investment products Familiarity with Segregated Funds and their application in client portfolios Effective communication and interpersonal skills for building client relationships Proven ability to assess client needs and deliver customized financial solutions Certification in financial planning or a related field (such as CFP or equivalent) preferred Previous experience in financial advising or a related role is beneficial

The advisor provides expert financial and retirement planning and guides investment strategies tailored to client needs. They are responsible for recommending segregated funds and building long-term client relationships through exceptional service.

Candidates should have strong expertise in financial services, investment products, and segregated funds. A certification in financial planning, such as a CFP, is preferred along with previous experience in financial advising.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Retirement Planning
• Finance
• Financial Services
• Investment Products
• Segregated Funds
• Customer Service
• Client Relationship Management
• Financial Advising

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

13 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte