Conseiller en centres financiers

We are seeking a Financial Center Advisor to provide customized wealth management solutions to clients, develop client relationships, and promote IPC products and services. The ideal candidate will have a diploma or degree, 3-5 years of experience in the financial sector, and a valid securities license.

Requirements

• Diploma or degree or equivalent experience
• 3 to 5 years of experience in the financial sector, banking networks, insurance, and/or Canadian financial advisory services, with a focus on investment fund products and services
• Passing the CSC/IFIC is required
• Valid securities license
• A professional designation (CFP, CIM, or equivalent) is considered an asset
• Ability to demonstrate critical thinking and sound judgment in client service
• Strong motivation linked to a performance-based compensation
• Independent, highly motivated, and entrepreneurial-minded personality
• Bilingualism is an asset (fluent in French and English), but is only required for Quebec
• A police record and credit check is required as a condition of employment
• This position requires a recognized accreditation by the FSRA to be recognized as a financial advisor

Benefits

• Professional development
• Health and well-being
• Vacation
• Financial security
• Awards and recognition
• Sense of belonging