Investment Advisor

iA Private Wealth Inc.

Toronto, Ontario, Canada
Base: $75,000 - $90,000 annually; bonus/equity: no...
Hybrid
Wealth planning and investment management
Client relationship management
Virtual and digital client engagement
The iA Wealth Advice Centre offers a personalized and comprehensive approach to wealth planning, investment management, and protection for clients across Canada

Job Summary

  • The iA Wealth Advice Centre offers a personalized and comprehensive approach to wealth planning, investment management, and protection for clients across Canada.
  • This role involves developing customized financial plans, delivering investment advice, assessing insurance needs, and fostering strong client relationships primarily through virtual channels.
  • Employees enjoy a hybrid work environment with competitive benefits including flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, and performance bonuses.

Matching Summary

The iA Wealth Advice Centre offers a personalized and comprehensive approach to wealth planning, investment management, and protection for clients across Canada.

Salary

Base: $75,000 - $90,000 annually; Bonus/Equity: Not specified; Benefits: Flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, employee assistance

Skills & Requirements

Must-have

  • wealth planning and investment management
  • client relationship management
  • virtual and digital client engagement
  • compliance with industry regulations
  • accurate client documentation
  • business development and sales strategies

Nice-to-have

  • bilingual French/English
  • team collaboration and leadership
  • strong organizational skills
  • ability to work independently
  • proactive client engagement

Key Requirements

  • 5 years investment advisory or financial planning experience
  • Canadian Securities Course (CSC) completed
  • Conduct & Practices Handbook course (CPH) completed
  • Wealth Management Essentials course (WME) completed or enrolled
  • Life Licence Qualification Program (LLQP) completed (asset)
  • Licensed with CIRO as Investment or Registered Representative preferred
  • Designations such as CLU®, F.Pl., PFP®, QAFP®, CFP® preferred

Work Rights

Not specified

Tailored Resume

Cover Letter