Financial Advisor

Iaawg; Quebec; On-site; CAD 60,000 - 95,000; Full time

Benefits offered by this job

Hybrid environment

Competitive benefits

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee assistance program

Ergonomic furniture

Job summary

Iaawg is seeking a Financial Advisor to join our National Branch in a hybrid environment. You will support clients with wealth-management services, ensuring compliant, personalized guidance and building your expertise in a dynamic advisory setting.

You will handle KYC processes, open new accounts, rebalance portfolios, and execute trades, while maintaining meticulous client records and regulatory compliance.

Qualifications

• Knowledge of mutual funds, ETFs, GICs and asset allocation.
• Strong understanding of industry compliance regulations.
• Professional telephone manner and ability to direct conversations effectively.
• Demonstrates initiative, autonomy and ability to work independently.
• IFIC or CSC certification is required.
• At least 2 years of experience in a financial services environment.
• LLQP is an asset for this role.
• Advanced French and English proficiency required for client interactions in Quebec and across Canada.

Responsibilities

• Provide knowledgeable, accurate, and proactive service to clients.
• Ensure client information is accurate and up to date.
• Complete 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 across internal systems.
• Document client interactions accurately and promptly.
• Respond to client inquiries in a timely manner and reassign requests when appropriate.

Skills

Financial instruments

Compliance knowledge

Telephone etiquette

Autonomy

IFIC/CSC

2+ years exp

LLQP asset

Bilingual FR/EN

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.

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.

Qualifications

• Known for knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation).
• Strong understanding of industry and firm compliance regulations.
• Demonstrates strong professional telephone manner, capable of directing conversations effectively.
• Recognized for 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 required; must communicate regularly with clients in Quebec and across Canada and international clients regarding trades, investments and account related details on a daily basis.

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.

Location

Quebec – 1080 Grande Allee West; Montreal – 1981 McGill College Avenue; Toronto – 26 Wellington Street East.