Client Service Associate

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. Our renowned training program has reframed the role of an advisor to adapt to today’s challenging business environment.

We are committed to delivering unbiased advice that empowers our client’s decision-making abilities and puts them back in the driver’s seat.

As an Associate Investment Advisor, you have the opportunity to:

• Identify new business opportunities to acquire additional assets and increase revenue
• Receive financial and business development training
• Learn in depth knowledge of products and services to provide strategies and solutions for the existing client base
• Establish and develop strong client relationships by understanding their financial situation and objectives
• Take advantage of various prospecting channels to consistently grow your financial services practice
• Combine building your own book of business with a competitive income structure

You will receive training on providing a high level of client service by:

• Preparing, analyzing, and presenting reports
• Assist the advisor in developing investment plans, client communications and marketing pieces
• Respond to client requests, inquiries, and concerns promptly and efficiently
• Offer clients sound investment advice that align with their investment objectives
• Adhere to regulatory policies by staying up to date with all industry rulings and policies
• Ensure all client interactions are accurately documented

You can manage the effective functioning of your practice by:

• Build effective working relationships across the team and with corporate head office
• Maintain a high level of client service
• Facilitate a culture of open and honest communication
• Share knowledge and experience to enhance the development of all team members
• Exhibit commitment to grow into a highly trained advisor

Educational Requirements

• Post-secondary education in Finance or Business related studies is an asset
• Demonstrate leadership and a strong self-image, while working both independently as well as in teams
• Success driven with a strong work ethic
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to meet deadlines
• Understanding of industry and firm compliance regulations
• Applicable licensing/designations will be required by completion of the training program --- Canadian Securities Course (CSC) / Conduct and Practices Handbook (CPH)

Working conditions

Please note this is a salary and commission based position. Salary is $24,000 plus commission range between $14,000 and $34,000.

The role operates within a standard office environment 9:00am - 5:00am in office Monday to Thursday and work from home on Friday.

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 are an entrepreneur who values close mentorship with a prestigious organization to jump start your career, apply here. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

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

Pay: $37,000.00-$50,000.00 per year

Benefits:

• Flexible schedule
• On-site parking

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