Jobs at iA Financial Group

Design, build, and maintain scalable data architectures, ETL/ELT pipelines and data models using on-prem SQL Server and Azure/Snowflake cloud technologies. Lead BI enablement, Power BI reporting, data governance, and collaborate with IT/security to ensure compliant, documented, and production-ready data solutions.

Lead client engagement and business development for institutional and advisor channels by translating investment strategy into client-ready materials, supporting RFPs/DDQs, delivering presentations and thought leadership, coordinating cross-functional execution, and maintaining reporting and content processes to deepen relationships and retain/grow assets.

Conduct quantitative and qualitative research on North American high yield bonds and equities, build and update valuation and market models, prepare performance and attribution reports, support portfolio management and client communications, and assist distribution/sales efforts and ad-hoc investment projects.

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.

Provide administrative contracting support to PPI advisors and Contracting Administrators: monitor team mailbox, process contract terminations and transfers, set up rep/branch codes, maintain advisor licensing and E&O in APEXA, investigate licensing/E&O issues, monitor APEXA feeds/tasks, and complete department tasks to service standards.

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.

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.

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.

Supervise compliance for managed accounts by performing quarterly portfolio and pooled fund trade reviews; approve NCAFs, KYC updates and IPS; advise and train Portfolio Managers; resolve compliance issues; enhance supervision systems; and monitor regulatory developments to ensure firm and regulatory compliance.

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.

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.

Lead and maintain the Business Conduct & Tier 1 Surveillance Program across registered branches in Canada. Manage a team of senior and branch managers, oversee compliance reporting, product due diligence, regulatory inquiries, branch visit program, policy updates, training, and act as subject-matter expert for firm initiatives and compliance communications.

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.