Financial Advisor

JOB DESCRIPTION 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. What you’ll accomplish with us As a Financial Advisor, you’ll be at the core of our mission. Here are the main 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. What could accelerate your success in this role We’re looking for someone who: * 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. * 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 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 Why you’ll love working with us * 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 workspaces; * 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! Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! LOCATION(S) Quebec / 1080, Grande Allee West OTHER POSSIBLE LOCATION(S) Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East COMPANY Investia Financial Services Inc. POSTING END DATE 2026-09-04 COMPANY OVERVIEW 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. Because, 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. * IA FINANCIAL GROUP INCLUDES OF THE FOLLOWING ENTITIES: IA SERVICES FINANCIERS, IA ASSURANCE AUTO ET HABITATION, IA GESTION PRIVÉE DE PATRIMOINE, PPI MANAGEMENT, INVESTIA, IA GESTION DE PLACEMENTS, PRYSM, IA CLARINGTON, MICHEL RHÉAUME ET ASSOCIÉS, GARANTIES NATIONALES, WGI MANUFACTURING, WGI SERVICE PLAN DIVISION, LUBRICO, IA FINANCEMENT AUTO OUR COMMITMENT TO DIVERSITY AND INCLUSION 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 [[email protected]]. Someone from our team will be happy to assist you with your needs.

The Financial Advisor provides proactive wealth-management services, including investment recommendations, portfolio rebalancing, and trade execution. They are also responsible for maintaining accurate client files, completing KYC updates, and ensuring compliance with industry regulations.

Candidates must have at least 2 years of industry experience and possess a valid IFIC or CSC course certification. Proficiency in both English and French is required to communicate effectively with clients across Canada and internationally.

• Flexible group insurance • Competitive pension plan • Stock purchase plan • Vacation days • Wellness days • Personal development days • Telemedicine • Employee and family assistance program • Ergonomic furniture program • Performance bonus • Discounts on iA products

• Service à la clientèleSouhaitée
• Account ManagementSouhaitée
• DocumentationSouhaitée
• CommunicationSouhaitée

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

• Financial instruments
• Mutual funds
• ETFs
• GICs
• Asset allocation
• Compliance regulations
• Client service
• Portfolio rebalancing
• Trade execution
• Account management
• Communication
• Autonomy
• Initiative
• Documentation
• Know Your Customer
• Bilingual (French/English)
• Asset Allocation
• Management
• Investments
• Discounts And Allowances
• English Language
• Financial Services
• Financial Instrument
• Innovation
• Wealth Management
• Purchasing
• Telehealth
• Network Switches
• Trustworthiness

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

4 sept. 2026

Langue de l’offre

anglais

Heures de travail

35 heures par semaine