Associate Investment Advisor (csc, Cph)

iA Private Wealth Inc.

Toronto, Ontario, Canada
Base: $70,000 - $75,000 annually; bonus/equity: no...
Sales support and client service
Investment and retirement planning knowledge
Strong organizational skills
The Wealth Advice Centre at iA Private Wealth offers a personalized and comprehensive approach to wealth planning and investment management primarily through virtual and digital channels

Job Summary

  • The Wealth Advice Centre at iA Private Wealth offers a personalized and comprehensive approach to wealth planning and investment management primarily through virtual and digital channels.
  • The Associate Investment Advisor role combines sales support, administrative tasks, and the opportunity to develop foundational skills essential for success in the financial services sector.
  • The company values diversity and inclusion and supports employees with a strong commitment to career growth and client service excellence.

Matching Summary

The Wealth Advice Centre at iA Private Wealth offers a personalized and comprehensive approach to wealth planning and investment management primarily through virtual and digital channels.

Salary

Base: $70,000 - $75,000 annually; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Sales support and client service
  • Investment and retirement planning knowledge
  • Strong organizational skills
  • Bilingual French/English
  • Compliance with industry regulations

Nice-to-have

  • Ability to work independently
  • Pleasant telephone manner
  • Team collaboration and communication
  • Motivated for career progression

Key Requirements

  • 1-3 years investment advisory experience
  • Canadian Securities Course (CSC) completed
  • Conduct & Practices Handbook course (CPH) completed
  • Wealth Management Essentials course (WME) completed or enrolled
  • CIRO license preferred
  • Bilingual French/English advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter