Jobs at iA Financial Group

Provide personalized wealth planning, investment advice, and insurance recommendations to clients nationwide via virtual channels. Build and grow client relationships, execute trades, ensure compliance, maintain accurate client records, and collaborate with partners to drive business growth.

Promote iA Living Benefits to independent financial advisors by developing provincial marketing plans, delivering individual and group training, generating new business, building MGA and advisor relationships, collaborating with sales teams, responding to inquiries, and representing the company at conferences and industry events.

Support Managed Supervision and Tier 2 Compliance teams by maintaining and updating client portfolios, ensuring alignment with investment policies, monitoring inboxes, resolving account issues, and assisting with operational and reporting tasks.

Lead development and oversight of credit risk framework, policies, underwriting and adjudication. Monitor credit exposures, prepare financial risk reports, develop risk indicators and limits, and contribute to PD/LGD/EAD modeling, internal capital, ORSA and stress-testing initiatives to minimize credit losses and ensure regulatory compliance.

The Senior Advisor will assess economic impacts of mergers and acquisitions, analyze data, support decision-making, and develop frameworks for HR integration scenarios.

Lead integrated communications strategy and executive messaging for the CEO and senior leaders in a regulated wealth-management environment. Develop high-impact content (speeches, talking points, forums, channels), govern executive priorities and communications cadence, drive cross-functional alignment, measure outcomes tied to business objectives, and advise leadership on positioning, risk, and engagement to align advisors, employees, investors, and stakeholders.

Process segregated fund trades, GICs and other investment products; manage WealthServ account setup; track transfers; follow up on missing information; resolve investment issues and complaints; manage investment mail and support advisors to meet service standards.

Lead active management of public corporate bond portfolios (mainly Investment Grade), generate relative-value outperformance, monitor performance versus benchmarks, collaborate with research/trading, present strategies to committees, drive process improvements, lead projects, and coach junior team members.

Drive business development and retention with consultant partners, deliver and present tailored group insurance proposals, manage client portfolios, develop and implement sales strategy, represent the brand at industry events, and collaborate internally to evolve service offerings and solutions.

Develop and execute strategic, on-brand communications and integrated plans for advisors, leadership forums, and enterprise initiatives. Create high-impact content, manage communication calendars and channels, coordinate stakeholders, and measure effectiveness to drive engagement and alignment across the organization.

Process and verify plan administration transactions and client requests, prepare reports and tax slips for clients and regulators, review colleagues' non-financial transactions, support continuous improvement using Lean, and participate in the Daily Management System.

Provide personalized wealth-management advice and client service: maintain accurate client records, complete KYC and account openings, recommend investments, execute trades, rebalance portfolios, follow up on documentation, and document/respond to client inquiries promptly and compliantly.

Perform operational audit engagements across insurance and financial services: plan audits, assess inherent and residual risks, test control design and effectiveness, draft and present audit reports with findings and recommendations, and follow up on remediation action plans and timelines to strengthen risk management and internal controls.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

Provide day-to-day Salesforce support and troubleshooting, manage business-side backlog, prioritize and deliver BI&E initiatives, onboard/offboard platform team members, and build low-code/no-code automations and reports using Power Platform and Copilot Studio to improve business processes.

Lead annual budgeting, forecasts, and long-term planning; build and maintain financial models and scenario analyses; monitor performance and provide variance analysis; support strategic initiatives and business cases; act as FP&A partner to business leaders; drive process improvement, automation and AI-enabled reporting; ensure governance and alignment with Corporate Accounting and Fund Governance.

Develop and implement internal and external communications strategies for Dealer Services. Create content for newsletters, intranet, email, video and social media. Build communication frameworks, coordinate events and town halls, support senior leadership messaging, liaise across departments, and monitor communications effectiveness in both English and French.

Supervise compliance for managed accounts: perform quarterly portfolio and pooled fund trade reviews; review/approve NCAFs, KYC, and IPS; advise and train Portfolio Managers; resolve compliance issues; enhance supervision systems and stay current on regulatory changes.

As a Business Development Specialist, you will drive client acquisition, manage relationships, support onboarding, and ensure compliance while representing iA Dealer Services at industry events.