Financial Security Advisor

Company Description At iA Financial Group, our purpose is to help clients feel confident and secure about their financial future. We are dedicated to ensuring their financial wellbeing by offering personalized insurance and investment solutions that align with their personal goals. With a focus on exceeding client expectations, we work in collaboration with our trusted distributors to deliver exceptional service and value. Join a company that strives to lead the way in financial security and client satisfaction. Role Description We are seeking a Financial Security Advisor for a full-time, on-site role in Ottawa, ON. The Financial Security Advisor will be responsible for providing expert financial planning and solutions tailored to meet client needs. Daily tasks include advising clients on financial and retirement planning, guiding investment strategies, recommending segregated funds, and delivering exceptional customer service while building long-term client relationships. Qualifications Strong skills and experience in Financial Planning, Retirement Planning, and Finance Knowledge and expertise in Financial Services and investment products Familiarity with Segregated Funds and their application in client portfolios Effective communication and interpersonal skills for building client relationships Proven ability to assess client needs and deliver customized financial solutions Certification in financial planning or a related field (such as CFP or equivalent) preferred Previous experience in financial advising or a related role is beneficial

The advisor provides expert financial and retirement planning and guides investment strategies tailored to client needs. They are responsible for recommending segregated funds and building long-term client relationships through exceptional service.

Candidates should have strong expertise in financial services, investment products, and segregated funds. A certification in financial planning, such as a CFP, is preferred along with previous experience in financial advising.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Finance
• Financial Services
• Investment Products
• Segregated Funds
• Customer Service
• Client Relationship Management
• Financial Advising

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Sep 13, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available