Position Overview
As a Mutual Fund Advisor with iA Private Wealth, you will gain access to a robust platform, industry-leading resources, and a collaborative network of professionals dedicated to delivering comprehensive wealth management solutions.
Are passionate about helping clients achieve their financial goals through tailored investment strategies. This is an opportunity to align with a well-established firm that values independence, entrepreneurial spirit, and client-focused advisory services.
Why Join iA Private Wealth?
- Independence with Support: Operate as an independent advisor while leveraging the strength, compliance, and infrastructure of a nationally recognized firm.
- Comprehensive Platform: Access a full suite of investment solutions, technology, and research to enhance your client offerings.
- Robust Compliance & Oversight: Work within a structured and compliant environment that ensures client protection and regulatory adherence.
- Growth-Focused Environment: Collaborate with a network of professionals dedicated to expanding their practices and delivering value to clients.
Key Responsibilities
- Client-Centric Investment Solutions:
- Provide expert advice on mutual funds, portfolio diversification, and risk management strategies.
- Conduct in-depth financial needs assessments to tailor investment recommendations to client goals.
- Continuously monitor market trends and adjust strategies as needed.
- Business Development & Client Growth:
- Develop and expand your book of business through proactive client outreach, referrals, and networking.
- Identify opportunities to deepen client relationships by introducing comprehensive financial solutions.
- Leverage marketing and business development support from iA Private Wealth to enhance visibility and client engagement.
- Compliance & Professional Standards:
- Maintain strict adherence to all regulatory and compliance requirements.
- Ensure that all client interactions, recommendations, and transactions align with industry best practices.
- Stay up to date with the latest investment products, financial planning strategies, and regulatory changes.
- Collaboration & Network Integration:
- Work alongside other financial professionals within the iA Private Wealth ecosystem to provide holistic financial advice.
- Participate in ongoing training, mentorship programs, and professional development initiatives.
- Contribute to a culture of integrity, innovation, and excellence in wealth management.
Qualifications & Skills
- Must be mutual fund licensed and in good standing with the relevant regulatory bodies.
- 5 years experience in financial advisory, investment management, or wealth planning is preferred.
- Strong ability to build and nurture long-term client relationships.
- Excellent knowledge of mutual funds, investment strategies, and market dynamics.
- Entrepreneurial mindset with a proven track record in business development.
- High level of professionalism, ethical standards, and commitment to client success.
- Ability to work independently while benefiting from a structured and supportive environment.
Your Next Step
If you are a dedicated Mutual Fund Advisor seeking the opportunity to grow your practice with the backing of iA Private Wealth, we invite you to explore how our platform can support your long-term success.
Join us and take your advisory career to new heights!
