Jobs at iA Financial Group

Designs and maintains ETL/ELT pipelines, data warehouses, data marts, and data lakes. Develops and deploys cloud-based data, machine learning, and AI solutions across Azure and GCP. Implements CI/CD, DevOps, MLOps, monitoring, and documentation practices. Collaborates with product, project, data science, IT, and business teams to operationalize models and modernize the data ecosystem. The role also promotes automation, responsible AI, and effective stakeholder collaboration.

Coordinates advisor onboarding, access support, inquiries, marketing allowance budgets, sales and marketing programs, events, reporting, continuing education tracking, documentation, and departmental projects. Partners with Ontario distribution teams, advisors, wholesalers, vendors, and internal departments to maintain smooth operations and communication. Uses Power BI and sales data to support segmentation and planning while following compliance, privacy, security, and brand standards.

Provides practical, risk-based legal advice on employment and workplace matters, including labor standards, occupational health and safety, human rights, accommodations, investigations, performance management, terminations, reorganizations, and DEI. Drafts employment policies and governance tools, delivers legal training, monitors legislative developments, represents the organization externally, and supports continuous improvement of legal services. Advises business leaders and HR partners while managing complex and sensitive legal matters.

Drive investment product sales across Ontario by building and expanding relationships with independent financial advisors in the MGA channel. Provide product training, presentations, and sales guidance; achieve regional objectives; develop marketing plans; retain assets; respond to inquiries; and represent the company at conferences, road shows, and events. The role is home-office based with frequent travel throughout Ontario.

Designs and evolves secure, governed, production-ready AI and generative AI architectures, including RAG, intelligent agents, vector search, and API integrations. Evaluates platforms, models, cloud services, and orchestration frameworks; defines security, privacy, performance, and operational requirements; guides MLOps and LLMOps practices; supports prototypes and MVPs; documents architecture decisions; and advises business and technology stakeholders within a regulated financial services environment.

Provides specialized end-to-end support to internal sales teams and distribution partners. Handles complex cases, explains processes and products, coordinates issue resolution, supports sales leadership, develops training materials, promotes digital tools, identifies recurring issues, and recommends process improvements. Requires strong knowledge of individual insurance products, systems, and administrative procedures, along with excellent analytical, communication, service, and bilingual French-English skills.

Supports national and regional advisor-facing business development activities, including onboarding, access troubleshooting, advisor inquiries, marketing allowance tracking, events, sales and marketing program coordination, reporting, advisor segmentation, continuing education certification, and special projects. The role coordinates with sales teams, wholesalers, strategic relationship firms, internal departments, and external partners while maintaining communications, documentation, compliance, and service standards.

Processes incoming and outgoing account transfers, including ATON and non-ATON transactions. Reviews documentation, performs quality control, reconciliations, cheque deposits, mutual fund bookings, and transfer reporting. Follows up on rejected or pending files, maintains service levels and regulatory compliance, and communicates with clients, partners, and operational teams. Also manages departmental mail, phone lines, and shared mailboxes.

Designs and implements low-code, automation, and AI solutions to improve business processes and operational efficiency. Advises leaders on optimization initiatives, engages stakeholders, monitors efficiency and innovation KPIs, promotes strategic alignment, and supports a culture of continuous improvement. The role also involves research, benchmarking, knowledge sharing, visual management, and adoption of leading practices across the organization.

Directs credit trading activities across US and Canadian markets, executing transactions, supporting order management, and providing market insights to investment teams. The role manages counterparty relationships, coordinates with Legal, Accounting, Operations, and Compliance, supports pre- and post-trade analytics and transaction cost analysis, and develops junior traders. Candidates need at least seven years of credit trading experience, knowledge of multiple asset classes and trading platforms, and strong communication and analytical skills.

Leads Salesforce solution architecture for a large-scale insurance and financial services transformation. Translates business and technical requirements into secure, scalable, integrated architectures; oversees design, delivery, testing, documentation, and compliance. Guides multidisciplinary teams and vendors, manages architecture decisions, and supports project scope, timelines, and budgets. The role requires deep Salesforce expertise, cloud and integration knowledge, architecture framework proficiency, strong communication, and experience with high-volume, highly available systems.

Leads Canadian equity research across assigned sectors and companies, developing financial models, valuations, investment theses, and stock recommendations. Presents actionable ideas to portfolio managers, contributes to portfolio discussions, conducts management and industry research, monitors investments, and prepares investment briefs. The role requires at least five years of public-company analysis experience, advanced Excel and financial-modeling skills, sector expertise, strong investment judgment, and advanced English and French proficiency.

As a Pricing Consultant, you will evaluate risks in life insurance, produce high-quality evaluations, negotiate with reinsurers, and provide strategic support to sales teams. You will also train stakeholders on advanced pricing philosophies and oversee financial analysis within pricing teams.

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.

Provides proactive and reactive sales support to independent insurance advisors. Responsibilities include triaging requests, enabling advisor use of tools, supporting illustrations, identifying sales opportunities, coordinating internal resources, maintaining activity trackers, building relationships, and ensuring compliance. The role requires financial services experience, strong communication and organization skills, industry knowledge, and advanced English and French proficiency. This is a 12-month contract with a hybrid work arrangement.

Defines and evolves data and AI product portfolios, setting product vision, roadmaps, requirements, priorities, success metrics, and responsible AI practices. Leads discovery, experimentation, validation, deployment monitoring, and continuous improvement while balancing business value, technical feasibility, security, compliance, data quality, and user experience. Collaborates with multidisciplinary technical and business teams, communicates recommendations and risks to stakeholders, and identifies opportunities involving generative AI, intelligent agents, RAG, automation, advanced analytics, and data platforms.

Leads corporate credit portfolio management for approximately $8 billion in assets under management. Responsibilities include fixed-income strategy execution, relative-value analysis, risk monitoring, scenario modeling, stress testing, cash-flow management, investment policy updates, portfolio reviews, regulatory monitoring, stakeholder presentations, vendor relationships, and analyst mentorship. The role requires at least seven years of corporate credit portfolio management experience, CFA or CIM designation, strong analytical and communication skills, Python experience, and fluency in French with advanced English.

Leads data governance and stewardship for the wealth management business. Owns data quality, integrity, metadata, business glossaries, lineage, classification, retention, and critical data elements. Partners with business, technology, compliance, and operations teams to resolve data issues, improve processes, and ensure consistent practices. Supports regulatory, privacy, risk, and Canadian wealth management requirements while managing the business data model end to end.

Manage client, broker, partner, and stakeholder relationships across renewals, implementations, marketing activities, and ongoing service delivery. Coordinate internal teams, support meetings and business reviews, resolve issues, monitor portfolio performance, and contribute to growth, retention, profitability, and client acquisition initiatives. Analyze market intelligence, competitive information, client insights, and operational data to support strategic planning and continuous improvement.