Financial Security Advisor/Life Insurance Advisor

3 weeks ago


Ottawa, Canada iA Financial Group - Ottawa (Industrial Alliance) Full time

Financial Security Advisor / Life Insurance Advisor 3 days ago Be among the first 25 applicants Direct message the job poster from iA Financial Group - Ottawa (Industrial Alliance) Sales Manager at iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) Company Description iA Financial Group - Ottawa (Industrial Alliance) is dedicated to ensuring the financial well-being of our clients by offering them personal insurance coverage and investment solutions to achieve their personal goals. Our purpose is to instill confidence and security about their future. As a company, we aspire to be the one that best meets client expectations through partnerships with our distributors. Role Description This is a full-time on-site role located in Ottawa, ON for a Financial Security Advisor/Life Insurance Advisor. The Advisor will be responsible for providing insurance and retirement planning, and financial services to clients. The Advisor will also help clients with investments, including segregated funds, and offer comprehensive life insurance solutions tailored to each client's needs. Qualifications Skills in Financial Planning, Retirement Planning, and Finance Experience in Financial Services and dealing with Segregated Funds Excellent interpersonal and communication skills Strong analytical and problem-solving abilities Relevant certifications and licenses (e.g., Certified Financial Planner, Life Insurance License) are a plus Bachelor's degree in Finance, Business, or related field Ability to work independently and as part of a team Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at iA Financial Group - Ottawa (Industrial Alliance) by 2x Get notified about new Financial Security Advisor jobs in Ottawa, Ontario, Canada. #J-18808-Ljbffr



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