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Investment Advisor (CSC, CPH) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Advisory, Wealth Management, Financial Planning, Communication Skills, Sales Strategies, Client Relationship Management, Insurance Solutions, Market Trends, Regulatory Compliance, Organizational Skills, Initiative, Problem Solving, Documentation, Team Collaboration, Financial Products Knowledge, Investment Strategies
Specialization
Candidates should have 2 to 3 years of experience in investment advisory or a similar role, along with strong communication and organizational skills. A solid understanding of financial products and compliance regulations is also required.
Experience Required
Minimum 2 year(s)
Special Markets Claims Assistant at iA Financial Group
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Organizational Skills, Multi Tasking, Conflict Resolution, Negotiation, Problem Solving, Team Player, Client Interaction, Attention To Detail, Adaptability, Flexibility, Administrative Support, Document Management, Email Management, Client Service, Data Entry
Specialization
Candidates should have 2-3 years of industry-related experience or experience in a high-volume customer service environment, along with post-secondary education. Strong communication, organizational, and problem-solving skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Fiscaliste principal(e) - Taxes à la consommation at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Corporate Taxation, Tax Compliance, Tax Optimization, Research Skills, Analytical Skills, Strategic Recommendations, Leadership, Collaboration, Project Management, Communication Skills, Problem Solving, Adaptability, Attention To Detail, Client Representation, Financial Institutions Knowledge, Bilingual Communication
Specialization
Candidates should have a minimum of 8 years of relevant experience in consumption taxes, preferably in a financial institution. Proficiency in English is required for daily communication with English-speaking teams.
Experience Required
Minimum 10 year(s)
Conseiller(ère) en validation de modèles at iA Financial Group
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Model Validation, Risk Governance, Analytical Skills, Communication Skills, Mathematical Software, Programming Languages, Insurance Products Knowledge, Regulatory Compliance, Data Analysis, Report Writing, Market Monitoring, Model Performance Evaluation, Tool Development, Conceptual Soundness Assessment, Collaboration, Innovation
Specialization
Candidates should possess a university degree in actuarial science, accounting, or a related field, along with at least 5 years of relevant experience in advanced modeling. Strong analytical, communication, and technical skills are essential, along with a good understanding of life insurance and property and casualty products.
Experience Required
Minimum 5 year(s)
Technicien(ne) en soutien aux utilisateurs at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Technical Support, Problem Solving, Collaboration, Itil, Agile, Lean, Devops, Bilingual Communication, Planning, Prioritization, Documentation, Knowledge Sharing, Continuous Improvement, User Assistance, Feedback Collection
Specialization
Candidates should have a professional diploma in IT or relevant technical experience, along with advanced knowledge of both English and French. Familiarity with IT methodologies such as ITIL, Agile, and knowledge of the insurance and financial services industry are considered assets.
Privacy Non-Financial Risk Associate - Privacy Tooling (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Privacy Regulations, Change Management, Collaboration, Organizational Skills, Communication Skills, Technical Queries, Reporting, Data Analysis, User Acceptance Testing, Proactive Work Ethic, Team Player Mindset
Specialization
Candidates should have at least 2 years of relevant experience and demonstrate strong organizational and communication skills. An interest in privacy regulations and a proactive work ethic are also important.
Experience Required
Minimum 2 year(s)
Real-Estate LFO Senior Financial Officer – Senior Vice President at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Reporting, Analytics, Communication, Stakeholder Management, Real Estate Finance, Strategic Planning, Performance Analysis, Expense Optimization, Business Case Development, Variance Analysis, Financial Insights, Partnership Development, Forecasting, Investment Analysis
Specialization
Candidates should have over 10 years of experience in financial management, particularly in Real Estate. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 10 year(s)
Guest Services Agent at Accor
Richmond, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Cash Handling, Communication, Problem Solving, Flexibility, Attention To Detail, Multitasking, Hospitality, Teamwork, Professionalism, Sales Skills, Language Skills, Initiative, Service Orientation, Time Management, Adaptability
Specialization
Candidates should have a service-focused personality and the ability to handle multiple tasks in a fast-paced environment. Previous customer-related experience is an asset, and flexibility in working hours is required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates must have at least a Grade 10 education and a Food Safe Certificate. Basic computer skills and communication skills are also required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
A Food Safe Certificate and Grade 10 education are required. Applicants must also possess communication skills and basic computer skills.
Food Services Worker at HealthCareersInSask.ca
Prince Albert, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Basic Computer Skills
Specialization
No previous experience is required. A Food Safe certificate and Grade 10 education are necessary.
Food Services Worker at HealthCareersInSask.ca
Kamsack, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates are required to have a Food Safe Certificate and a minimum education level of Grade 10. Basic computer skills and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Hudson Bay, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates must have completed Grade 10 and possess a Food Safe Certificate. Basic computer skills and communication skills are also required.
Food Services Worker at HealthCareersInSask.ca
Rosetown, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Education requirements include Grade 10 and a Food Safe Certificate. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Kelvington, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
A Food Safe Certificate and completion of Grade 10 are required. Additionally, a valid driver's license is necessary where required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
The position requires a minimum education of Grade 10 and a Food Safe Certificate. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Melfort, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
A Food Safe Certificate and Grade 10 education are required. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Prince Albert, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Basic Computer Skills
Specialization
No previous experience is required. A Food Safe certificate and Grade 10 education are necessary.
Food Services Worker at HealthCareersInSask.ca
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have a basic understanding of food safety and sanitation practices. Previous experience in food service is preferred but not required.
Food Services Worker at HealthCareersInSask.ca
Carrot River, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
Education requirements include Grade 10 and a Food Safe Certificate. Competencies required are communication skills and basic computer skills.
Investment Advisor (CSC, CPH) at iA Financial Group
Montreal, Quebec, Canada -
Full Time


Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

90000.0

Posted On

24 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investment Advisory, Wealth Management, Financial Planning, Communication Skills, Sales Strategies, Client Relationship Management, Insurance Solutions, Market Trends, Regulatory Compliance, Organizational Skills, Initiative, Problem Solving, Documentation, Team Collaboration, Financial Products Knowledge, Investment Strategies

Industry

Financial Services

Description
Job Description Department Overview 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. Job Description In this role, you will serve as a trusted financial partner, offering expert wealth planning and customized investment strategies to a diverse client base. Your primary focus will be on developing and implementing personalized financial plans, delivering sound investment advice, and assessing clients' insurance needs to recommend suitable products for their financial protection. Emphasizing relationship management, you will engage with clients to understand their unique financial goals and craft tailored solutions, including comprehensive insurance strategies. By leveraging our virtual and digital channels, you will provide exceptional service, foster strong client relationships, and drive business growth through proactive engagement. Join our dynamic team to embark on a rewarding career journey and contribute to the growth and success of our clients and firm. Major accountabilities include: 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. Qualifications: 2 to 3 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 Education and Accreditations: 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 Preference will be given to applicants that are already licensed with CIRO as Investment Representative (IR) or Registered Representative (RR). Preference will be given to applicants with the following designation, CLU®, F.Pl., PFP®, QAFP® and/or CFP® designations Bilingual [French] is advantageous The base salary for this position ranges between $75, 000 - $90, 000 plus an annual bonus. Location(s) Toronto, Ontario Other Possible Location(s) Montreal, Quebec Company iA Private Wealth Inc. Posting End Date 2026-02-06 Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs. As a reflection of our employees’ appreciation, iA Financial Group is once again among Canada's Best Employers according to Forbes for 2025, ranking 4th in the insurance sector. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!
Responsibilities
The Investment Advisor will develop and implement personalized financial plans and provide sound investment advice to clients. They will also engage with clients to understand their financial goals and craft tailored solutions.
Investment Advisor (CSC, CPH) at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Investment Advisory, Wealth Management, Financial Planning, Communication Skills, Sales Strategies, Client Relationship Management, Insurance Solutions, Market Trends, Regulatory Compliance, Organizational Skills, Initiative, Problem Solving, Documentation, Team Collaboration, Financial Products Knowledge, Investment Strategies
Specialization
Candidates should have 2 to 3 years of experience in investment advisory or a similar role, along with strong communication and organizational skills. A solid understanding of financial products and compliance regulations is also required.
Experience Required
Minimum 2 year(s)
Special Markets Claims Assistant at iA Financial Group
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Communication Skills, Organizational Skills, Multi Tasking, Conflict Resolution, Negotiation, Problem Solving, Team Player, Client Interaction, Attention To Detail, Adaptability, Flexibility, Administrative Support, Document Management, Email Management, Client Service, Data Entry
Specialization
Candidates should have 2-3 years of industry-related experience or experience in a high-volume customer service environment, along with post-secondary education. Strong communication, organizational, and problem-solving skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Fiscaliste principal(e) - Taxes à la consommation at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Corporate Taxation, Tax Compliance, Tax Optimization, Research Skills, Analytical Skills, Strategic Recommendations, Leadership, Collaboration, Project Management, Communication Skills, Problem Solving, Adaptability, Attention To Detail, Client Representation, Financial Institutions Knowledge, Bilingual Communication
Specialization
Candidates should have a minimum of 8 years of relevant experience in consumption taxes, preferably in a financial institution. Proficiency in English is required for daily communication with English-speaking teams.
Experience Required
Minimum 10 year(s)
Conseiller(ère) en validation de modèles at iA Financial Group
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Model Validation, Risk Governance, Analytical Skills, Communication Skills, Mathematical Software, Programming Languages, Insurance Products Knowledge, Regulatory Compliance, Data Analysis, Report Writing, Market Monitoring, Model Performance Evaluation, Tool Development, Conceptual Soundness Assessment, Collaboration, Innovation
Specialization
Candidates should possess a university degree in actuarial science, accounting, or a related field, along with at least 5 years of relevant experience in advanced modeling. Strong analytical, communication, and technical skills are essential, along with a good understanding of life insurance and property and casualty products.
Experience Required
Minimum 5 year(s)
Technicien(ne) en soutien aux utilisateurs at iA Financial Group
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Technical Support, Problem Solving, Collaboration, Itil, Agile, Lean, Devops, Bilingual Communication, Planning, Prioritization, Documentation, Knowledge Sharing, Continuous Improvement, User Assistance, Feedback Collection
Specialization
Candidates should have a professional diploma in IT or relevant technical experience, along with advanced knowledge of both English and French. Familiarity with IT methodologies such as ITIL, Agile, and knowledge of the insurance and financial services industry are considered assets.
Privacy Non-Financial Risk Associate - Privacy Tooling (Hybrid) at Morgan Stanley
Montreal, Quebec, Canada - Full Time
Skills Needed
Privacy Regulations, Change Management, Collaboration, Organizational Skills, Communication Skills, Technical Queries, Reporting, Data Analysis, User Acceptance Testing, Proactive Work Ethic, Team Player Mindset
Specialization
Candidates should have at least 2 years of relevant experience and demonstrate strong organizational and communication skills. An interest in privacy regulations and a proactive work ethic are also important.
Experience Required
Minimum 2 year(s)
Real-Estate LFO Senior Financial Officer – Senior Vice President at Citi
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Budgeting, Reporting, Analytics, Communication, Stakeholder Management, Real Estate Finance, Strategic Planning, Performance Analysis, Expense Optimization, Business Case Development, Variance Analysis, Financial Insights, Partnership Development, Forecasting, Investment Analysis
Specialization
Candidates should have over 10 years of experience in financial management, particularly in Real Estate. A bachelor's degree is required, with a master's degree preferred.
Experience Required
Minimum 10 year(s)
Guest Services Agent at Accor
Richmond, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Cash Handling, Communication, Problem Solving, Flexibility, Attention To Detail, Multitasking, Hospitality, Teamwork, Professionalism, Sales Skills, Language Skills, Initiative, Service Orientation, Time Management, Adaptability
Specialization
Candidates should have a service-focused personality and the ability to handle multiple tasks in a fast-paced environment. Previous customer-related experience is an asset, and flexibility in working hours is required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates must have at least a Grade 10 education and a Food Safe Certificate. Basic computer skills and communication skills are also required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
A Food Safe Certificate and Grade 10 education are required. Applicants must also possess communication skills and basic computer skills.
Food Services Worker at HealthCareersInSask.ca
Prince Albert, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Basic Computer Skills
Specialization
No previous experience is required. A Food Safe certificate and Grade 10 education are necessary.
Food Services Worker at HealthCareersInSask.ca
Kamsack, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates are required to have a Food Safe Certificate and a minimum education level of Grade 10. Basic computer skills and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Hudson Bay, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Candidates must have completed Grade 10 and possess a Food Safe Certificate. Basic computer skills and communication skills are also required.
Food Services Worker at HealthCareersInSask.ca
Rosetown, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
Education requirements include Grade 10 and a Food Safe Certificate. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Kelvington, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
A Food Safe Certificate and completion of Grade 10 are required. Additionally, a valid driver's license is necessary where required.
Food Services Worker at HealthCareersInSask.ca
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
The position requires a minimum education of Grade 10 and a Food Safe Certificate. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Melfort, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Communication Skills, Computer Skills
Specialization
A Food Safe Certificate and Grade 10 education are required. Basic computer and communication skills are also necessary.
Food Services Worker at HealthCareersInSask.ca
Prince Albert, Saskatchewan, Canada - Full Time
Skills Needed
Food Preparation, Food Distribution, Cafeteria Services, Catering Services, Dining Room Services, Cleaning, Sanitizing, Basic Computer Skills
Specialization
No previous experience is required. A Food Safe certificate and Grade 10 education are necessary.
Food Services Worker at HealthCareersInSask.ca
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
N/A
Specialization
Candidates should have a basic understanding of food safety and sanitation practices. Previous experience in food service is preferred but not required.
Food Services Worker at HealthCareersInSask.ca
Carrot River, Saskatchewan, Canada - Full Time
Skills Needed
Communication Skills, Basic Computer Skills
Specialization
Education requirements include Grade 10 and a Food Safe Certificate. Competencies required are communication skills and basic computer skills.
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