Teams at iA Financial Group

Provide personalized wealth planning and investment advice to clients, develop and grow a book of business, recommend insurance solutions, execute trades, maintain accurate client records, ensure regulatory compliance, and collaborate with advisors to drive client satisfaction and business growth.

Analyze and process complex Universal Life insurance policy changes and financing solutions; perform accounting reconciliations; prepare illustrations, quotes, and legal documentation for loans; produce financial analyses; manage recoveries; and collaborate with internal teams to improve processes and systems.

Support UMA onboarding and trading operations, review deposits and account setups, maintain Wealthlink content, manage IPP inbox, assist advisors, and contribute to operational efficiency and UMA projects.