Financial Solutions Consultant

iA Financial Group • Montreal, QC

7d • Hybrid

About The Position

Build the Future with Us Are you driven by the financial services industry and eager to contribute to an organization whose purpose is to ensure clients feel confident and secure about their financial future? As a Financial Solutions Consultant, you will play a key role in providing personalized financial guidance to members of group savings and retirement plans, helping them make informed decisions and build long-term financial well-being. This position represents a great opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

• Holds a bachelor’s degree in finance, economics, business administration, or any other relevant field.
• Has at least two years of experience in financial advisory services, wealth management, or a similar role in the financial services industry.
• Is recognized for the ability to simplify complex financial concepts and make them accessible to a diverse client base.
• Stands out for strong communication and interpersonal skills.
• Demonstrates a strong ability to build trust and manage a high volume of clients and interactions effectively.
• Is known for autonomy, organizational skills, and a strong team spirit.
• Has an advanced level of proficiency in English, as the role requires daily communication with internal stakeholders and English-speaking clients across Canada via email and phone.
• Fluent in French both oral and written

Responsibilities

• Acting as a trusted financial resource for members of group retirement and savings plans by providing personalized financial advice.
• Encouraging early engagement and increased contribution rates so members can fully benefit from employer matching and tax advantages.
• Promoting the consolidation of external assets into group plans to simplify financial management and support asset growth.
• Supporting members approaching retirement by helping them understand their retirement income options.
• Assisting clients during key life events by providing basic financial guidance tailored to their situation.
• Leveraging customer relationship management (CRM) tools and data to track engagement and identify targeted opportunities.
• Collaborating closely with support teams to ensure operational efficiency and the successful delivery of special projects.

Benefits

• flexible group insurance
• a competitive pension plan
• a share purchase plan
• vacation and wellness days
• telemedicine
• an employee and family assistance program
• an ergonomic furniture program
• performance bonuses
• discounts on iA products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees