Investment Advisor

iA Financial Group•Vancouver, BC

4d•Hybrid

About The Position

The iA Wealth Advice Centre at iA Private Wealth takes a personalized and comprehensive approach to wealth planning, investment management, and protection for clients. Operating primarily through virtual and digital channels, our team is dedicated to helping clients achieve their financial goals with expert advice and exceptional service. Serving clients across Canada, we prioritize client relationships, professional solutions, and team excellence, leveraging our strong history in wealth management for continued success. Join us for a fulfilling career where engagement and satisfaction are paramount.

Requirements

5 years of experience in investment advisory, wealth management, financial planning or similar role
Excellent communication skills, written and verbal
Pleasant telephone manner and an ability to keep client conversations on track
Strong knowledge of financial products, investment strategies and market trends.
Working knowledge of investment and retirement planning to meet the needs of clients
Strong sales record
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines and targets
Strong understanding of industry and firm compliance regulations
Canadian Securities Course (CSC) completed
Conduct & Practices Handbook course (CPH) completed
Wealth Management Essentials course (WME) completed or enrolled

Nice To Haves

Life Licence Qualification Program course (LLQP) completed
Licensed with CIRO as Investment Representative (IR) or Registered Representative (RR)
CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations
Bilingual [French/English]

Responsibilities

Serve as a trusted financial partner, offering expert wealth planning and customized investment strategies to a diverse client base.
Develop and implement personalized financial plans.
Deliver sound investment advice.
Assess clients' insurance needs to recommend suitable products for their financial protection.
Engage with clients to understand their unique financial goals and craft tailored solutions, including comprehensive insurance strategies.
Leverage virtual and digital channels to provide exceptional service and foster strong client relationships.
Drive business growth through proactive engagement.
Proactively build and grow a book of clients through service-oriented sales strategies to achieve business development goals, including identifying and addressing insurance needs.
Cultivate long-term client relationships by gaining insight into their financial goals and providing tailored financial advice, incorporating comprehensive insurance solutions.
Identify opportunities to expand client relationships through assets consolidation, addressing insurance needs and facilitating referrals.
Develop holistic financial plans that integrate investment and insurance strategies based on clients’ individual circumstances and goals.
Ensure accuracy and up-to-date information in client accounts and documentation.
Execute client trade accurately and in a timely manner.
Stay up to date with regulatory rules and changes in the investment and insurance industry.
Stay informed about market trends and economic developments that may impact client portfolios.
Lead team discussions on industry changes, internal changes and product knowledge.
Follow up with clients on missing documentation required.
Maintain client files and information on the appropriate systems.
Document all client interactions and transactions accurately.
Respond promptly and effectively to client inquiries and requests.
Resolve issues and process client transactions expediently and accurately, escalating issues to the Director when necessary.
Understand required documentation for all client account types.
Ensure compliance of team policies and procedures.
Collaborate with business partners and independent advisors to enhance client service and offerings.