Avis des employés pour Financial Advisor chez iA Groupe financier
Intitulé du poste
Financial Advisor6 avis
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Easy to get in, recruits are mainly individuals who are not qualified to work else where, they force you to bring your own clients if not you have to try to fish new deals from the clients they already have... only apply if theres nothing else on your hands.
iA is a very good place to work. you're an independant worker who needs to be very motivated and have a very big circle of friends. a typical day starts by making calls, booking clients, visiting clients, checking the process of applications.
making your own schedule
clients tend to cancel a lot
A typical day at work can go from very slow with little activities to high-stress and high-pressure situations in no time. The lack of structure to one's daily tasks and the fact that you as a self-employed worker must plan your day and manage your own time can be really demotivating. I learned that you need to have a plan, or strategy in order to reach certain goals or targets. The job can get very hard if you don't know how to proceed and where your business is heading. I've also learned that it is important to find serious clients who are on the same page as you. Providing financial services to someone who isn't sure what they want or why they need your help, only means that it's going to be that much harder to keep that client for a long-term period. Management is good. They are there to guide us (Financial Advisors) through the steps on being successful and keeping us on track in terms of continuous business and finding leads. That being said, they aren't very helpful in helping an advisor who is struggling. A great way to put it is that they are "fair weather management": very helpful and present when you're performing well, and almost invisible when you're not.
Must generate own leads
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