Jobs at iA Financial Group

Leads a multidisciplinary team handling complex insurance administration cases, policy changes, transactions, and reinsurance activities. Coordinates internal and external partners, MGAs, advisors, and sales leaders; supports complex decisions; approves transactions with financial risk up to $1 million; promotes electronic tools; identifies process improvements; and develops strong stakeholder relationships. The role also coaches employees, gathers business feedback, and supports nationwide operations in English and French.

Analyze complex financial, tax, and estate planning situations for high-net-worth clients, professionals, and business owners. Develop wealth protection, accumulation, decumulation, and transfer strategies; support advisors; deliver training; monitor legislative and tax changes; and improve planning tools, resources, processes, and technical content.

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.

Manage the implementation and modification of group retirement and savings plan contracts. Responsibilities include reviewing plan documentation, validating contractual changes, preparing policies and participant materials, coordinating regulatory registrations, tracking signatures, applying provincial legislation, resolving client-specific issues, supporting audits, training colleagues, and contributing to continuous improvement initiatives.

Conducts IT audit engagements independently or with a team, establishes schedules, analyzes IT governance and internal controls, performs audit testing, prepares results for management, and writes reports for the audit committee. The role requires analytical ability, communication skills, knowledge of IT risk frameworks and ITGC/ITAC controls, relevant education, and at least one year of experience.

Supports investment products and platform operations, including UMA onboarding, trading error resolution, Croesus model updates, SMA and UMA account management, deposit and security reviews, account validation, Wealthlink content management, advisor requests, inbox administration, and process improvement initiatives using AI tools.

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.

The Internal Wholesaler drives sales and develops relationships with brokerage and dealer advisors within a designated territory. Responsibilities include outbound prospecting, client communication, business development, event and webcast support, purchase and redemption calls, advisor email campaigns, fund comparisons, analytics, client segmentation, and collaboration on territory planning. The role requires investment industry knowledge, strong communication skills, a CSC designation, and occasional travel for territory events.

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.

Improves business processes, knowledge governance, documentation, controls, workflows, and operational effectiveness. Analyzes processes to identify risks, inefficiencies, and knowledge gaps; leads process mapping, future-state design, continuous improvement, and automation initiatives. Partners with Operations, Compliance, Technology, Risk, and business leaders to facilitate workshops, implement solutions, and support change adoption. Provides guidance on process management, documentation standards, knowledge management, and digital or AI-enabled enablement.

The Regional Director recruits and develops investment advisors, supports onboarding and early productivity, manages advisor relationships, and strengthens business development practices. Responsibilities include coaching advisors, improving client acquisition and retention, promoting CRM and digital tools, coordinating regional initiatives, identifying advisor needs, and collaborating with product, marketing, compliance, technology, and operations teams.

Supports the administration and integration of technology solutions by helping validate requirements, design and configure solutions, assist with programming, review peer code, provide production support, monitor systems, resolve incidents, and maintain technical documentation. The intern collaborates with Product Owners, Functional Analysts, and technical peers in Agile team activities while developing practical systems administration and software solution skills.

Provide strategic regulatory and compliance advice to sales and manufacturing teams for insurance, savings, and retirement products; assess regulatory risks; design and deliver compliance training; maintain the compliance framework; support projects with practical recommendations and engage internal and external stakeholders.

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.

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.

Supports multi-asset portfolio management through trade execution, security and manager research, alternative investment analysis, portfolio construction, rebalancing, performance attribution, and risk analysis. The role prepares investment reports, supports portfolio managers and advisors, coordinates onboarding and committee activities, supervises associate portfolio managers, and manages supervision fee billing. Registration as an Associate Portfolio Manager or Portfolio Manager, strong investment knowledge, French and English fluency, and proficiency with Excel and market analytics tools are required.

Processes life insurance applications from submission through policy issuance and commission settlement. Responsibilities include ordering and tracking underwriting requirements, reviewing documentation and mail, entering data in WealthServ, preparing submissions, coordinating between advisors and insurance carriers, following up on outstanding requirements, resolving underwriting issues, verifying policy accuracy, and maintaining timely status updates while meeting service standards.