Financial Solutions Consultant

iA Financial Group; Quebec; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Share purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonuses

Discounts on iA products

Job summary

iA Financial Group is seeking a Financial Solutions Consultant to provide personalized guidance to members of group savings and retirement plans, helping them make informed decisions and build long-term financial well‑being.

This role requires strong English and French skills, experience in financial advisory, and the ability to manage a high volume of client interactions in a hybrid Canadian environment. You’ll collaborate with internal teams to deliver projects and improve client outcomes.

Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field.
• At least two years in financial advisory services, wealth management, or a similar role.
• Ability to simplify complex financial concepts for a diverse client base.
• Strong communication and interpersonal skills.
• Ability to manage a high volume of client interactions.
• Autonomy, organizational skills, and team spirit.
• Advanced English proficiency; fluent French.

Responsibilities

• Providing personalized financial advice to members of group retirement and savings plans.
• Encouraging early engagement and higher contribution rates to benefit from employer matching and tax advantages.
• Promoting consolidation of external assets into group plans.
• Assisting clients approaching retirement with income options.
• Providing basic financial guidance during key life events.
• Leveraging CRM data to track engagement and identify opportunities.
• Collaborating with support teams to ensure efficiency and deliver projects.

Skills

Advanced English

Fluent French

Strong communication

Client relationship management

Education

Bachelor's degree in finance or related field

Tools

CRM software

Job description

Build the Future with Us

Are you driven by the financial services industry and eager to contribute to an organization whose purpose is to ensure clients feel confident and secure about their financial future? As a Financial Solutions Consultant, you will play a key role in providing personalized financial guidance to members of group savings and retirement plans, helping them make informed decisions and build long-term financial well‑being.

This position represents a great opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish with Us

As a Financial Solutions Consultant, you will be at the heart of our mission. Key responsibilities include:

• Acting as a trusted financial resource for members of group retirement and savings plans by providing personalized financial advice.

• Encouraging early engagement and increased contribution rates so members can fully benefit from employer matching and tax advantages.

• Promoting the consolidation of external assets into group plans to simplify financial management and support asset growth.

• Supporting members approaching retirement by helping them understand their retirement income options.

• Assisting clients during key life events by providing basic financial guidance tailored to their situation.

• Leveraging customer relationship management (CRM) tools and data to track engagement and identify targeted opportunities.

• Collaborating closely with support teams to ensure operational efficiency and the successful delivery of special projects.

What Could Accelerate Your Success in This Role

We are looking for someone who:

• Holds a bachelor's degree in finance, economics, business administration, or any other relevant field.

• Has at least two years of experience in financial advisory services, wealth management, or a similar role in the financial services industry.

• Is recognized for the ability to simplify complex financial concepts and make them accessible to a diverse client base.

• Stands out for strong communication and interpersonal skills.

• Demonstrates a strong ability to build trust and manage a high volume of clients and interactions effectively.

• Is known for autonomy, organizational skills, and a strong team spirit.

• Has an advanced level of proficiency in English, as the role requires daily communication with internal stakeholders and English-speaking clients across Canada via email and phone.

• Fluent in French both oral and written

Why You Will Enjoy Working with Us

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive workplace where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.

• Competitive benefits, including flexible group insurance, a competitive pension plan, a share purchase plan, vacation and wellness days, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more!