Jobs at iA Financial Group

Leads business development across Eastern Ontario and Gatineau by increasing advisor sales, managing key relationships, supporting insurance cases and practices, recruiting advisors, delivering education, maintaining activity records, ensuring compliance, and promoting PPI’s value proposition through internal collaboration and industry events.

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.

Provides administrative and sales support to advisors, Sales Directors, and business partners. Responsibilities include processing requests, coordinating communications, distributing sales materials, supporting campaigns, onboarding advisors, tracking sales activity, creating contact lists, maintaining advisor segmentation, and using digital platforms for engagement and case management.

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.

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.

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 administrative and sales support to advisors, Sales Directors, and business partners. Responsibilities include processing requests, coordinating communications, distributing sales materials, supporting campaigns, onboarding advisors, tracking sales activity, creating contact lists, maintaining advisor segmentation, and using digital platforms for engagement and case management. The role requires strong organization, customer service, communication, relationship-building, Microsoft Office proficiency, and familiarity with digital communication tools.

Leads the Business Conduct and Tier 1 Surveillance Program across Canadian registered branches. Manages branch supervision teams, compliance reporting, product due diligence, regulatory inquiries, branch visits, policy updates, training, and compliance communications. Monitors regulatory developments and trade surveillance impacts while serving as a compliance subject matter expert. Requires extensive securities experience, strong leadership and communication skills, regulatory knowledge, fluency in French, advanced English, and occasional travel.

Supports financial services compliance through regulatory research, monitoring, analysis, and reporting. Reviews marketing materials, sales activities, promotional programs, websites, and social media for compliance with securities regulations and internal policies. Documents findings, recommends corrective actions, escalates issues, updates policies, supports training and new product oversight, and maintains compliance records. This temporary hybrid role is based in Toronto and runs through March 2027.

Develop and execute integrated go-to-market strategies for group insurance and savings solutions. Analyze market trends, competitive intelligence, and performance data; define positioning, value propositions, messaging, and customer journeys; and lead lifecycle, growth, cross-selling, upselling, and ABM initiatives. Oversee product digital presence, lead strategic projects, advise leadership, establish performance indicators, measure marketing effectiveness, and identify growth opportunities.

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.

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.

Advises IT delivery teams and business partners on integrating security requirements and managing technology, data, and business-process risks. Provides security consulting across solution lifecycles, develops pragmatic recommendations, improves cybersecurity maturity, and builds trusted relationships with technical stakeholders, vendors, and external partners. Requires advanced information security expertise, bilingual French and English communication, and at least seven years of relevant experience.

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.

Provides proactive administrative and operational support to two Vice Presidents, including calendar and travel management, communications, meeting coordination, governance support, document preparation, onboarding, organizational updates, and confidential workforce information maintenance. The role also supports special projects, improves administrative processes, coordinates stakeholders, and mentors administrative colleagues while using Microsoft 365 and AI tools to improve efficiency.

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.

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.

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.

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.