Archived listing. The details below describe a past opening.
Company Description
iA Financial Group is dedicated to providing clients with confidence and security for their financial future. Our mission is to support financial wellbeing by offering personalized insurance coverage and investment solutions tailored to help clients achieve their individual goals. We strive to exceed client expectations while fostering strong partnerships with our distributors. Join a company that is committed to delivering exceptional service and thoughtful financial solutions.
Role Description
This is a full-time, on-site position for a Financial Security Advisor/Life Insurance Advisor based in Ottawa, ON. In this role, you will provide tailored financial planning and insurance advice to clients, helping them secure their financial future. You will be responsible for assessing clients' financial goals, offering suitable product recommendations, managing client relationships, and staying informed about industry trends and compliance requirements. Your goal is to empower clients to achieve financial security and make informed decisions.
Qualifications
- Proficiency in Financial Planning and Retirement Planning, with the ability to develop personalized strategies for diverse client needs
- Knowledge of Financial Services, including investment options and life insurance products
- Experience with Segregated Funds and related financial tools
- Strong interpersonal and communication skills to build trusted client relationships
- Proactive approach to staying informed about industry trends and regulatory developments
- Bachelor’s degree in Finance, Business, or a related field (preferred)
- Completion of or willingness to obtain financial certifications (e.g., CFP, CLU, LLQP) is an asset
