Investment Advisor

The wealth management world is changing, and this could mean more for everyone.

The old way of doing business is being challenged by a new variety of organizations that grow by equally creating value for others and themselves.

After more than a decade working with people and wealth, we can sum up what we learned in one simple lesson: you can create and preserve wealth when you understand what drives people to act the way they do.

If you are an entrepreneurial minded individual looking to create a transformative impact in people’s lives, we design a competitive and scalable business model so we can work together to help clients preserve their wealth.

Company Description

iA Private Wealth is part of iA Financial Group, one of the largest insurance and wealth management firms in Canada, with operations in the United States. As one of Canada’s premier financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations.

iA Private Wealth has fostered an environment that led to the formation of one of the most dedicated wealth management teams in Oakville: Mangrove Wealth Group.

We are committed to delivering unbiased advice that empowers our client’s decision-making abilities and puts them back in the driver’s seat. Our wealth management process allows us to consistently increase our competitive advantage to bring the most to our clients.

Job Summary:

• Build and own your book of business
• Acquire new clients to generate ongoing source of profitable revenue
• Identify opportunities to gather additional assets from existing clients
• Prepare financial strategies and solutions that meet client goals and align with the firm’s objectives and regulatory requirements
• Offer sound and appropriate investment advice that meets client financial goals
• Display a high level of integrity and professionalism in all dealings with clients and colleagues
• Be accountable to corporate policies and procedures and regulatory requirements, including continuing education obligations for all applicable licenses and designations
• Ensure that all client interactions are accurately documented
• Review client accounts, including client profiles, goals and investment objectives on a regular basis

Benefits:

• Diversify your income revenue sources
• Access to our team of professionals
• Uncapped revenue capability
• Potential increase of commission payout
• Signing bonus for a book with AUM over $10 million

Educational Requirements

• Over two years of experience in a securities environment
• Canadian Securities Course (CSC)
• Conduct and Practices Handbook course (CPH)

The ideal candidate will also possess:

• Excellent consultative skills to build deeper clients relationships
• Growth-oriented and experienced at building a book of business
• Intimate knowledge of products available to investors
• Superior interpersonal and communications skills
• Team player and leadership competencies
• Strong planning, organization, and people management skills
• Thorough, current knowledge of the Regulations and best practices guidelines
• Excellent oral and written communication skills
• Licensed under either IIROC or MFDA
• Clean compliance record
• CFP/CIM/CLU designations are a plus.

Working conditions

The role operates within a standard office environment which includes in office and remote work. Seminars and client/prospect events are often held in the evening which may require a longer than usual working day. The office is a fast paced often high stress environment often with conflicting demands.

If you have a hunger for knowledge and insatiable desire to succeed, then join our team and disrupt an industry that hasn’t evolved in decades.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Job Type: Full-time

Salary: From $60,000.00 per year

Benefits:

• Flexible schedule
• On-site parking
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to Commute:

• Mississauga, ON L5K 2P8 (preferred)

Work Location: Hybrid remote in Mississauga, ON L5K 2P8