Job Introduction:
Investment Specialist/Financial Advisor

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This is a dynamic role that encompasses planning, advising, and servicing, with the utmost importance placed on“people oriented”，providing tailored assistance to each client. From students to retirees, from new immigrants to multi-generational Canadian families, our responsibility is to address their most fundamental and challenging financial issues.

As an Investment Specialist/Financial Advisor, each day is filled with new challenges and opportunities, rendering this profession highly meaningful and demanding.

Career

Investment Specialist/ Financial Advisor

In the financial investment industry, while numbers are crucial, the most important aspect remains rooted in prioritizing people.


This signifies that our Investment Specialists/Financial Advisors are at the core of building relationships with our clients. Assisting clients and their families in financial planning, preparing them for significant (and minor) milestones in their lives, holds profound significance. Whether it's purchasing a first home, overcoming debt, saving for children's education, or planning for retirement, investment advisors are invaluable partners, aiding clients in achieving their goals and aspirations.


This is a dynamic role that encompasses planning, advising, and servicing, with a people-centric approach, providing tailored assistance to each client. From students to retirees, from new immigrants to multi-generational Canadian families, each day is filled with new challenges and opportunities, making this profession engaging and challenging.

Advisor Success

If you are interested in our position, please send your resume toinfo@aifinancial.ca, or you can directly communicate with the Head of our Advisor Success Department for more detailed information.

Speak with HR in ON
Speak with HR in BC

Advantages of Ai Financial

Joining the Ai Financial investment advisory team offers you autonomy over your business and income potential. With leadership support, expert backing, a strong peer network, training opportunities, and cutting-edge technology, you'll thrive in the market. National advertising and personalized marketing ensure your distinct presence.

98% loan approval rate

Based on our outstanding credit history and thorough underwriting process, we maintain strong partnerships with banks and fund companies.

21.6% Average Annual Compound Return For Past Decade

Our robust investment team safeguards clients' wealth growth, delivering investment returns far above industry averages, making you highly competitive in the market.

Efficient workflow

Ai Financial simplifies license transfers, ensuring a smooth transition to a new environment. Our back office manages paperwork, letting advisors concentrate on business and clients.

Resources and support

Ai Financial provides extensive training and professional team support, covering financial knowledge, practical sales skills, and marketing methods.

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Is this role for you?
In this role, you will be responsible for:

  • Business expansion

Prospecting clients, maintaining relationships, active participation in company activities, collaborative market development.

  • Suit clients best interest

Using financial planning, offer client-centered investment solutions by understanding their financial situation, risk tolerance, goals, and preferences to create customized plans.

Is this role for you?
In this role, you will be responsible for:

  • Business expansion

Prospecting clients, maintaining relationships, active participation in company activities, collaborative market development.

  • Suit clients best interest

Using financial planning, offer client-centered investment solutions by understanding their financial situation, risk tolerance, goals, and preferences to create customized plans.

Do you have the skills that will enable you to succeed in this role?
We’d love to work with you if you have:

  • Basic understanding or interest in North American financial investments, market trends, and regulations.
  • You are a certified professional in segregate funds. You hold an LLQP license or are prepared to obtain it.
  • Possess strong interpersonal skills, adept at establishing client relationships and engaging in interpersonal interactions.
  • Clear goals, entrepreneurial spirit, team collaboration for shared objectives.
  • You possess self-motivation, high drive, and an entrepreneurial spirit.
  • Hold valid driver's license, use vehicle to meet clients in designated area.

Do you have the skills that will enable you to succeed in this role?

  • Basic understanding or interest in North American financial investments, market trends, and regulations.
  • You are a certified professional in segregate funds. You hold an LLQP license or are prepared to obtain it.
  • Possess strong interpersonal skills, adept at establishing client relationships and engaging in interpersonal interactions.
  • Clear goals, entrepreneurial spirit, team collaboration for shared objectives.
  • You possess self-motivation, high drive, and an entrepreneurial spirit.
  • Hold valid driver's license, use vehicle to meet clients in designated area.

What’s in it for you?
In the Ai Financial team, you will receive:

Streamline workflow.

The advisor only needs to do 2 steps: 1. Find clients with needs 2. Collect information.
All other tasks are handled by the Ai Financial backend, eliminating all paperwork and worries for you. Even without experience, you can still get started.

Additional knowledge training benefits.

Financial investment training

Weekly sessions on financial basics, investment instruments, analysis techniques, and Canadian financial products.

Sales skill training

Weekly sessions led by experienced advisors sharing successful communication, presentation techniques, tools, case studies, and addressing challenges.

Marketing knowledge training

Learn to host events, expand networks, conduct financial seminars, maintain market image, connect with experts, manage budgets for marketing activities.

Helpful links

Check our 2022 Company Resource Sharing Program!
Click for more LLQP TRAINING information
Advisor Success

If you are interested in our position, please send your resume toinfo@aifinancial.ca, or you can directly communicate with the Head of our Advisor Success Department for more detailed information.

Speak with HR in ON
Speak with HR in BC