Financial Advisor - Group Savings and Retirement

Accounting & Finance
Details:
Toronto
Full-time
Finance
English
August 4, 2020
Updated on
August 2, 2020
Valid until

The Financial Advisor in our Group Savings and Retirement will help plan members achieve their goals.

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

Are you customer centric and have an ability to build trust with your clients? Are you a team player? Are you proactive, curious and resourceful? iA Financial Group needs you as a Financial Advisor in our Group Savings and Retirement to help plan members achieve their goals!

Who you are:

Solution oriented, a strong communicator, and uses active listening to understand client needs and provide tailored and timely recommendations. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

As a Financial Advisor, you will support clients who are at or approaching retirement by guiding them and recommending wealth and insurance solutions relevant to their unique situations.

What will you do?

  • Help clients be ‘retirement ready’ using advanced advanced planning tools.
  • Conduct investment risk assessments to determine clients’ risk tolerance, and provide solutions aligned with their risk profile and goals
  • Proactively call and take calls from existing Group Retirement Savings plan members who are retiring or approaching retirement in order to assist them navigate their retirement income options.
  • Towards our continuous improvement philosophy, we might ask your involvement in workshops to improve processes.
  • Foster and participate in a work environment that values people, invites creativity, and celebrates learning
  • Stay informed of departmental and industry product, policy, and procedure changes

What you have:

  • A College Degree
  • A valid and active Life License in Ontario (LLQP)
  • Certified financial planner (CFP) designation is an asset
  • Minimum 2 years of related sales and/or service experience (sales experience preferred)
  • Excellent communication skills

Discover how you can make a difference in the lives of our Group Savings and Retirement plan members!