Senior Investment Strategist

Job Description

We have an exciting opportunity in the Group Savings and Retirement sector: iA Financial Group is seeking a Senior Investment Strategist to meet the needs of its Group Savings and Retirement clientele.

Are you a Finance graduate passionate about investments, savings, and group retirement plans? Are you market-savvy and eager to work with dedicated colleagues serving a large-scale clientele? If so, read on!

You will be responsible for representing iA Financial Group to clients and consulting firms, and for advancing the investment offering within the sector.

More specifically, your responsibilities will include:

• Collaborating with pension plan sponsors and their consultants or advisors to identify needs and priorities, define investment objectives, and develop effective strategies to achieve those objectives;

• Reviewing market trends and analyzing client account performance for pension committees, while providing recommendations to enhance the investment fund offering;

• Maintaining a deep understanding of the market, investment processes, strategies, and portfolio manager attribution;

• Working with consulting firms to structure liability-driven investment strategies (“de-risking”) and trigger-based strategies tied to metrics such as plan solvency, interest rates, and exchange rates;

• Actively participating in business development efforts, including finalist presentations aimed at securing new mandates;

• Acting as an investment expert for account managers, client relationship managers, and financial education specialists to elevate investment expertise across key markets and clients;

• Contributing to the management of the Group Savings and Retirement fund platform in collaboration with the corporate investment team;

• Participating in fund monitoring and mid-year fund evaluations;

• Handling ad hoc requests from clients and consultants;

• Managing client transactions;

• Supporting the proposal team with investment-related inquiries;

Requirements:

• Bachelor's degree in Finance, Actuarial Sciences or Business Administration

• Excellent communication skills

• Minimum of 5 years of experience in a similar or related role

• Bilingualism is an asset

• Proficiency in Microsoft Office (Excel)

• Strong knowledge of investment vehicles and group retirement products

• CFA designation is an asset

• This role requires travel approximately once or twice per quarter (across Canada)

This is a full-time, permanent role offering a bonus, benefits and pension plan. The base salary for this role ranges between $90, 000 - $105, 000 annually.

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.