Virtual Wealth Advisor: Investments & Insurance

iA Financial Group; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Financial Advisor to develop tailored investment strategies and build client relationships. The ideal candidate possesses 2-3 years of experience in wealth management and has in-depth knowledge of market trends. Excellent communication skills are essential, and preference will be given to bilingual applicants. This position offers an opportunity to work in a dynamic environment focused on client success and satisfaction.

Qualifications

• 2 to 3 years of experience in investment advisory or financial planning.
• Strong financial market knowledge and understanding of trends.
• Ability to meet deadlines and sales targets.
• Bilingual in French is mandatory.

Responsibilities

• Build and grow a client base through service-oriented sales strategies.
• Deliver tailored financial advice and solutions to clients.
• Stay updated on industry regulations and market trends.
• Document all client interactions accurately.

Skills

Excellent communication skills

Knowledge of financial products

Strong sales record

Organizational skills

Ability to work independently

Education

Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Life Licence Qualification Program (LLQP)

Job description

A leading financial services firm in Toronto is seeking a Financial Advisor to develop tailored investment strategies and build client relationships. The ideal candidate possesses 2-3 years of experience in wealth management and has in-depth knowledge of market trends. Excellent communication skills are essential, and preference will be given to bilingual applicants. This position offers an opportunity to work in a dynamic environment focused on client success and satisfaction.