Investment Advisor (French/English)
iA Private Wealth(1 month ago)
About this role
As a Financial Advisor at iA Private Wealth, you will serve as a trusted partner to clients, providing expert wealth planning and customized investment strategies. The role emphasizes building strong client relationships and delivering tailored financial solutions, leveraging digital channels to enhance service and drive business growth.
Required Skills
- Wealth Planning
- Investment Strategies
- Client Relationship Management
- Financial Analysis
Qualifications
- Canadian Securities Course (CSC) completed
- Conduct & Practices Handbook course (CPH) completed
- Wealth Management Essentials course (WME) completed or enrolled
- Life Licence Qualification Program course (LLQP) completed
- CIRO Investment Representative (IR) or Registered Representative (RR) preference
- CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations preference
- Bilingual [French] is mandatory
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
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