Jobs at iA Financial Group

Processes complex life-event cases involving deaths, separations, bankruptcies, retirement products, tax accounts, and unclaimed property. Performs account corrections, tax-slip amendments, transaction reviews, return calculations, and legislative compliance updates. Handles escalations, supports team members, manages project-related tasks, updates procedures and training, coordinates with Legal and internal partners, and oversees workflow to meet deadlines.

Lead and execute bilingual (English/French) marketing campaigns across digital and print channels for voluntary group insurance. Manage projects end-to-end, analyze performance, recommend optimizations, create and review bilingual materials, collaborate with Sales and designers, and ensure timely, on-brand delivery of campaigns and initiatives.

Manage and optimize direct-response marketing campaigns (digital and print) for voluntary group insurance products. Develop strategies, communication plans, and sales tactics; create and review bilingual English/French content; analyze campaign performance; collaborate with designers and cross-functional teams to improve materials and execution.

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.

Provides HR support and guidance to employees, managers, retirees, and partners in Canada and the United States. Responsibilities include handling HR inquiries, assisting with employee life-event administration, explaining payroll, compensation, and benefits information, improving HR processes and documentation, and collaborating with HR teams to enhance the employee experience.

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.

Lead development and oversight of credit risk framework, policies, underwriting and adjudication. Monitor credit exposures, prepare financial risk reports, develop risk indicators and limits, and contribute to PD/LGD/EAD modeling, internal capital, ORSA and stress-testing initiatives to minimize credit losses and ensure regulatory compliance.

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.

Supports portfolio management, asset allocation, and middle-office investment activities through security, sector, macroeconomic, quantitative, valuation, performance, and risk analysis. Responsibilities may include managing diversified portfolios, developing valuation and optimization models, reporting, identifying investment risks, and improving processes. The role is designed for students, interns, and young professionals pursuing finance-related education and interested in financial markets.

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.

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.

Develop and scale investment-focused analytical data products, including financial datasets, ETL/ELT pipelines, dbt models, semantic layers, Power BI reports, and Streamlit applications. Partner with investment teams to translate quantitative requirements into reliable, governed, cloud-native solutions. Own products throughout their lifecycle, implementing data quality controls, orchestration, monitoring, documentation, and operational support. Contribute to AI-ready datasets and analytics modernization across portfolio management, performance, risk, trading, and research workflows.

Build and support production-grade quantitative technology solutions for investment teams. Partner with quants, researchers, traders, and portfolio managers to translate analytical workflows into reusable Python software, data pipelines, libraries, and platform capabilities. Contribute to cloud-native development, AI-enabled workflows, orchestration, monitoring, data quality, deployment, incident resolution, and platform standardization. The role requires quantitative literacy, strong software engineering, collaboration, ownership, and experience supporting analytics or investment technology environments.

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.

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.

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.