ServiceNow Solution Architect designing HAM/SAM asset - management solutions for NewRocket clients. Leading architecture, integrations, governance, and delivery across enterprise environments.
IA
Financial Solutions Consultant
Posted 11 hours ago
About the role
- Financial Solutions Consultant advising group retirement and savings-plan members at iA Financial Group. Providing personalized guidance, improving contributions, and supporting retirement decisions.
Responsibilities
- Act as a trusted financial resource for members of group retirement and savings plans by providing personalized financial advice
- Encourage early engagement and increased contribution rates so members can fully benefit from employer matching and tax advantages
- Promote the consolidation of external assets into group plans to simplify financial management and support asset growth
- Support members approaching retirement by helping them understand retirement income options
- Assist clients during key life events by providing basic financial guidance tailored to their situation
- Leverage customer relationship management (CRM) tools and data to track engagement and identify targeted opportunities
- Collaborate closely with support teams to ensure operational efficiency and successful delivery of special projects
Requirements
- 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
- Ability to simplify complex financial concepts and make them accessible to a diverse client base
- Strong communication and interpersonal skills
- Ability to build trust and manage a high volume of clients and interactions effectively
- Autonomy and organizational skills
- Strong team spirit
- Advanced proficiency in English, with daily communication with internal stakeholders and English-speaking clients across Canada via email and phone
- Fluent in French, both oral and written
Benefits
- 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
- Flexible group insurance
- Competitive pension plan
- Share purchase plan
- Vacation and wellness days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonuses
- Discounts on iA products
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