Jobs at iA Financial Group

Review and process Letters of Indemnity to correct financial and non-financial client account errors. Verify documentation and signatures, perform system corrections per procedures and regulations, ensure file quality, follow up on missing information, and collaborate with advisors and internal teams to resolve files within service timelines.

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.

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.

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.

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.

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.

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.

Lead the regional Mass Market business development team to meet regional targets. Manage top advisor relationships, coach and develop sales staff, recruit advisors, collaborate with wholesaling and cross-functional teams, ensure regulatory compliance, oversee advisor training and escalation resolution, and represent PPI at industry and community events.

Promote iA Life Insurance products and build relationships with independent financial advisors. Deliver product and software training, solicit and maintain advisor contacts, create presentations, respond to inquiries, and attend conferences and events.

Receive, sort, and distribute incoming mail; prepare outgoing mail and courier packages; manage postage, readdress undeliverable items, update distribution lists, and upload documents to WealthServ. Provide reception relief, answer calls, handle time-sensitive notices, resolve delivery issues, and perform other administrative tasks as required.