Family and Work-Friendly Professional Field


Job Description

Financial Security Advisor

Company History

A leading player in Canada's financial industry, iA Financial Group has been supporting Canadians and earning their trust for over 125 years.

With over 7,000 employees across the country and a management team of dedicated and innovative managers, we hold a special place in the minds of our 25,000 representatives and our 4 million clients.

We are a reputable employer that listens to each of its employees. We place great importance on continuous improvement and promote the sharing of ideas as well as teamwork in a high-performance environment. Our daily actions reflect our brand promise: we invest ourselves, for you.

Job description:

Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have an easy time communicating with others?

We are looking for proactive and rigorous people who would like to start a career as financial security advisors. Your role will be to support your clients in achieving their financial goals.

If you are interested in advisory services, who is action-oriented and wants to make a difference in people's lives, don't hesitate to seize this opportunity!

Supervision for the position:

• Acquire a solid knowledge of our range of financial products;

• Create a business and marketing strategy to develop your clientele;

• Establish and define your clients' protection and savings needs;

• Contribute to the achievement of their financial goals;

• Create value by offering advisory services tailored to your needs ... clientele;

• Perform periodic customer follow-ups by telephone, email and in person;

• Be on the lookout for trends in financial products and strategies.

Skills sought:

• Good social and communication skills.

• Confidence in your abilities and boldness.

• Interest in finance.

• Comfort with popularization.

• Ability to take on challenges.

• Attention to others and their needs.

• Desire to learn.

• Rigor and discipline at work.

• Sense of planning.

• Integrity.

A Financial Security Advisor for iA Financial Group means:

Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals. More specifically, you will have access to:

• A flexible schedule that makes it easier to balance work and family life;

• A compensation system that rewards you for your performance.

Benefits:

• Start-up assistance: iA Financial Group supports you throughout your AMF and PQAP certification training.

• Multidisciplinary team: You benefit from the experience and know-how of professionals from the iA Financial Group network.

• Continuing education: We offer support and training at all times to help you reach your full potential.

• Benefits: Access to a group insurance plan and a retirement plan. retirement.

• Marketing: You have a wide range of marketing tools to create a customized business strategy and personalize your communication materials.

• Technological tools: You have access to several tools and services to boost your business development, including a hardware rental and acquisition program, a customer management system, an intranet, a newsletter and remote technological support service, etc.

• Workplace: You can work alternately from home or at our offices according to a flexible schedule.

Continuous Action Leads to Success