Financial Security Advisor

iA Financial Group - Ottawa (Industrial Alliance); Ottawa; On-site; CAD 60,000 - 90,000; Full time

Job summary

iA Financial Group in Ottawa, ON is seeking a Financial Security Advisor for a full-time, on-site role. You will provide expert financial planning and tailored investment solutions while building lasting client relationships in a collaborative environment.

Daily duties include advising on retirement planning and investment strategies, recommending segregated funds, and delivering outstanding service to clients. Strong communication and CFP or equivalent certification are preferred.

Qualifications

• Strong background in financial planning and retirement planning.
• Familiarity with financial services and investment products.
• Certification in financial planning (CFP) or equivalent preferred.
• Excellent communication and client relationship skills.

Responsibilities

• Advise clients on financial and retirement planning.
• Guide investment strategies and recommend segregated funds.
• Deliver exceptional service while building long-term client relationships.
• Assess client needs and tailor financial solutions.

Skills

Financial Planning

Retirement Planning

Finance

Financial Services

Education

CFP or equivalent certification

Job 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