Financial Solutions Consultant

iA Financial Group • Montreal, QC

4d • Hybrid

About The Position

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