Jobs at iA Financial Group

Provide personalized wealth planning and investment advice to clients, develop and grow a book of business, recommend insurance solutions, execute trades, maintain accurate client records, ensure regulatory compliance, and collaborate with advisors to drive client satisfaction and business growth.

Analyze and process complex Universal Life insurance policy changes and financing solutions; perform accounting reconciliations; prepare illustrations, quotes, and legal documentation for loans; produce financial analyses; manage recoveries; and collaborate with internal teams to improve processes and systems.

Support UMA onboarding and trading operations, review deposits and account setups, maintain Wealthlink content, manage IPP inbox, assist advisors, and contribute to operational efficiency and UMA projects.

The HR Technology Solutions Advisor will analyze business needs, recommend and configure HRIS solutions (primarily Workday), ensuring quality and optimization of HR systems while collaborating with teams.

Identify and engage qualified candidates using advanced sourcing techniques and tools, build talent pools, present candidates to Talent Acquisition Advisors, analyze labor market trends, and optimize sourcing strategies including AI-enhanced approaches.

The Contracting Administrator facilitates advisor contracting with insurance companies, resolves licensing issues, and manages inquiries regarding commissions and contracts.

The role involves managing client relationships, supporting portfolio managers, creating marketing documents, and contributing to investment strategies within an asset management context.

The Senior Underwriting Consultant acts as a strategic partner, providing expertise, coaching, and guidance on complex underwriting cases, ensuring high-quality decisions, and driving continuous improvement across teams.

Draft, review and produce group insurance contracts, booklets and endorsements. Analyze client requirements and prior insurer documentation, ensure compliance and accuracy, validate deliverables, and collaborate with implementation, sales, and service teams to obtain required information.

The Senior Consultant, Talent Development and Learning designs and delivers learning solutions, assesses needs, and drives engagement and revenue growth across PPI.

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.

The Associate Portfolio Manager assists in multi-asset trading, portfolio management, and performance analysis while supporting PMs and APMs with operational tasks and strategy evaluation.

The Operational Excellence Advisor enhances operations through performance strategies, coaching leaders, implementing Lean methodologies, and supporting organizational change.

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.

Lead the design, governance, and performance of the organization's business system. Advise senior management, map and optimize capabilities and workflows, define indicators and maturity assessments, develop and implement transformation roadmaps, mobilize experts, and produce clear executive deliverables to drive organizational alignment and results.

Provide administrative and sales support for Individual Life Sales and Marketing: maintain marketing materials, coordinate meetings and events, liaise with clients and Head Office, manage expense reports and invoices, handle inventory and special projects to support sales initiatives.

Conduct fundamental equity research for global dividend portfolios: identify sector value chains and profit pools, generate investment ideas, build and maintain financial models, produce valuation-driven written research, support portfolio managers, and respond to ad hoc research requests using internal and external data sources.

Perform quantitative and qualitative research and analysis of North American high-yield bond and equity markets. Build and update valuation and market models, evaluate investments per the Strategic Funds Investment Process, prepare performance and attribution reports, support client previews and distribution/sales efforts, and undertake ad hoc portfolio research and project work.

The Senior Advisor - HR Innovation and AI will support HR teams in applying AI solutions, assess use cases, and drive AI integration within HR practices.

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