Teams at iA Financial Group

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.

Support Managed Supervision and Tier 2 Compliance teams by maintaining and updating client portfolios, ensuring alignment with investment policies, monitoring inboxes, resolving account issues, and assisting with operational and reporting tasks.