Financial Solutions Consultant

Are you driven by the financial services industry and eager to contribute to an organization whose purpose is to ensure clients feel confident and secure about their financial future? As a Financial Solutions Consultant, you will play a key role in providing personalized financial guidance to members of group savings and retirement plans, helping them make informed decisions and build long-term financial well-being.

This position represents a great opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

As a Financial Solutions Consultant, you will be at the heart of our mission. Key responsibilities include:

• Acting as a trusted financial resource for members of group retirement and savings plans by providing personalized financial advice.

• Encouraging early engagement and increased contribution rates so members can fully benefit from employer matching and tax advantages.

• Promoting the consolidation of external assets into group plans to simplify financial management and support asset growth.

• Supporting members approaching retirement by helping them understand their retirement income options.

• Assisting clients during key life events by providing basic financial guidance tailored to their situation.

• Leveraging customer relationship management (CRM) tools and data to track engagement and identify targeted opportunities.

• Collaborating closely with support teams to ensure operational efficiency and the successful delivery of special projects.

We are looking for someone who:

• Holds a bachelor’s degree in finance, economics, business administration, or any other relevant field.

• Has at least two years of experience in financial advisory services, wealth management, or a similar role in the financial services industry.

• Is recognized for the ability to simplify complex financial concepts and make them accessible to a diverse client base.

• Stands out for strong communication and interpersonal skills.

• Demonstrates a strong ability to build trust and manage a high volume of clients and interactions effectively.

• Is known for autonomy, organizational skills, and a strong team spirit.

• Has an advanced level of proficiency in English, as the role requires daily communication with internal stakeholders and English-speaking clients across Canada via email and phone.

• Fluent in French both oral and written

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive workplace where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.

• Competitive benefits, including flexible group insurance, a competitive pension plan, a share purchase plan, vacation and wellness days, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more!

At iA, we believe in potential and value diverse experiences. If this role inspires you, dare to apply — your place may be with us, and we want to get to know you!

iA Financial Group

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.

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.