Teams 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.