Bilingual Investment Advisor

1 month ago

Old Toronto, Ontario, Canada Iaawg Full time
Job Summary

We are seeking a highly motivated and detail-oriented Bilingual Investment Advisor to join our team at iA Private Wealth Inc. in Toronto, Ontario. As a key member of our team, you will be responsible for providing exceptional service to clients and growing branch assets.

Key Responsibilities
  • Build and maintain strong relationships with clients through excellent communication and customer service skills.
  • Develop and implement investment strategies to meet clients' needs and goals.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
  • Collaborate with internal teams to ensure seamless client service and support.
  • Meet or exceed sales targets and revenue goals.
Requirements
  • 1-2 years of experience in a similar role.
  • Excellent communication and interpersonal skills.
  • Knowledge of financial instruments and investment products.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications
  • CIROd License and Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed.
  • Wealth Management Essentials course completed or enrolled.
  • Advanced level of knowledge of English and French language.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply.

About Us

iA Financial Group is a leading provider of insurance, savings, and wealth management solutions in Canada and the United States. We are committed to providing our clients with exceptional service and support, and we are seeking like-minded individuals to join our team.

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