Job Description

Department Overview

The iA Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients. Operating primarily through virtual and digital channels, our team is dedicated to helping clients achieve their financial goals with expert advice and exceptional service. Serving clients across Canada, we prioritize client relationships, professional solutions, and team excellence, leveraging our strong history in wealth management for continued success. Join us for a fulfilling career where engagement and satisfaction are paramount.

Job Description

In this role, you will serve as a trusted financial partner, offering expert wealth planning and customized investment strategies to a diverse client base. Your primary focus will be on developing and implementing personalized financial plans, delivering sound investment advice, and assessing clients' insurance needs to recommend suitable products for their financial protection.

Emphasizing relationship management, you will engage with clients to understand their unique financial goals and craft tailored solutions, including comprehensive insurance strategies. By leveraging our virtual and digital channels, you will provide exceptional service, foster strong client relationships, and drive business growth through proactive engagement.

Join our dynamic team to embark on a rewarding career journey and contribute to the growth and success of our clients and firm.

Major accountabilities include:

• 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.

Qualifications:

• 2 to 3 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

Education and Accreditations:

• 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

• Preference will be given to applicants that are already licensed with CIRO as Investment Representative (IR) or Registered Representative (RR).

• Preference will be given to applicants with the following designation, CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations

• Bilingual [French] is advantageous

The base salary for this position ranges between $75, 000 - $90, 000 plus an annual bonus.

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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. Someone from our team will be happy to assist you with your needs.