Overview

• Recruits candidates from non-finance backgrounds (85% client interaction focus) and provides complete financial advisory training under iA Groupe Financier
• Operates in Brossard, Quebec (J4Z postal code) with direct affiliation to Industrielle Alliance’s established infrastructure
• Offers self-employed roles with flexible schedules and collective insurance benefits while maintaining team support structures
• 85% of advisor role involves proactive client meetings and listening, with 15% financial strategy handled through collaborative teamwork
• Specifically references client success cases including Guertin family protection, Isabelle’s cancer treatment financial planning, and Bob’s retirement security

Specializations

• Family financial protection strategies for young households
• Cancer treatment period financial security planning
• Retirement income optimization and anxiety-free transition planning
• Personal savings acceleration through tailored investment management

Services & Approach

• Career transition program converting non-finance professionals into licensed advisors through A-Z training
• Entrepreneurial coaching framework combining autonomous scheduling with structured team support systems
• Collective insurance package access for self-employed financial advisors
• Client-focused financial guidance emphasizing listening over product sales