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Bilingual Investment Advisor

3 months ago

Old Toronto Ontario, CA iA Financial Group Full time
  • Job category: Customer Service and Administrative Support

Reporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful candidate will have the opportunity to gain experience in the investment industry, grow a book of business, and build client relationships .

The ideal candidate will be highly motivated and have an interest in progressing to Senior Advisor, Independent Advisor, other internal roles or career opportunities.

Major accountabilities include:

Building a book of clients through service and sales;

Develop long term client relationships by providing investment advice and identifying client needs

Ensure clients information is accurate and up to date

Enter client trades as discussed with the client

Following up with clients on missing documentation required

Maintaining client files and information on the appropriate systems

Ensuring all client interaction is accurately documented

Responding to client inquiries in a timely, responsive manner

Resolving issues and effecting client transactions expeditiously and accurately, and escalating issues to the Director when appropriate

Understanding the required documentation for all client account types

Ensure compliance of team policies and procedures

Reviewing and reducing all restricted accounts

Identifying opportunities to deepen relationships within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)

Act as partner with business partners and independent advisors

Qualifications

1 to 2 years’ experience in a similar role

Excellent communication skills, written and verbal

Pleasant telephone manner and an ability to keep client conversations on track

Knowledge of financial instruments including equities, fixed income, mutual funds and asset allocation

Working knowledge of investment and retirement planning sufficient to meet the needs of clients

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines and targets

Understanding of industry and firm compliance regulations

Education and Accreditations

Preference will be given to applicants that are already CIROd Licensed Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed

Wealth Management Essentials course completed or enrolled

An advanced level of knowledge of the English and French language is required for daily communication (written and oral) with external clients, regulatory bodies, suppliers, and advisors in Canada. It is important to note that more than 50% of these communications will be conducted in English.

Our employees are our best investment and we have much to offer them.

Company OverviewAbout

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 50,000 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.

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.

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