Jobs at iA Financial Group

Provides administrative and sales support to advisors, Sales Directors, and business partners. Responsibilities include processing requests, coordinating communications, distributing sales materials, supporting campaigns, onboarding advisors, tracking sales activity, creating contact lists, maintaining advisor segmentation, and using digital platforms for engagement and case management.

Lead development of full-stack digital solutions spanning user interfaces, backend services, data, testing, CI/CD pipelines, and production deployments. Translate business needs into maintainable technology solutions, guide technical direction, integrate security and quality practices, troubleshoot complex application issues, and support continuous improvement. The role requires expertise across .NET, C#, React, Azure, APIs, microservices, containers, databases, and automated delivery, along with technical leadership and responsible AI adoption.

Analyzes and processes complex universal life insurance policy changes, assessing insurer risk and client tax impacts. Handles policy transactions, account balancing, financial analyses, investment loans, collateral loan agreements, collections, and legal documentation. Supports clients and advisors through illustrations and special quotations, collaborates with internal teams and partners, analyzes reports, and recommends process, system, and tool improvements.

Provides administrative and sales support to advisors, Sales Directors, and business partners. Responsibilities include processing requests, coordinating communications, distributing sales materials, supporting campaigns, onboarding advisors, tracking sales activity, creating contact lists, maintaining advisor segmentation, and using digital platforms for engagement and case management. The role requires strong organization, customer service, communication, relationship-building, Microsoft Office proficiency, and familiarity with digital communication tools.

Develop, maintain, and support business applications using Microsoft .NET technologies and SQL Server. Collaborate with multidisciplinary Agile teams on solution analysis, design, development, testing, code reviews, documentation, and production support. Contribute to technical decisions, quality assurance, security, continuous improvement, and application sustainability. The role requires strong software development experience, object-oriented programming knowledge, Agile and SAFe experience, and excellent French communication skills.

Leads a multidisciplinary team handling complex insurance administration cases, policy changes, transactions, and reinsurance activities. Coordinates internal and external partners, MGAs, advisors, and sales leaders; supports complex decisions; approves transactions with financial risk up to $1 million; promotes electronic tools; identifies process improvements; and develops strong stakeholder relationships. The role also coaches employees, gathers business feedback, and supports nationwide operations in English and French.

Analyze acquired subsidiaries’ technology environments, business processes, architectures, workflows, and IT contracts to identify gaps and integration opportunities. Develop requirements, functional documentation, migration impact assessments, transition plans, and corporate operating model alignment. Collaborate with technical and business stakeholders, support project governance and risk management, monitor integration activities, and promote change adoption and standardized IT processes.

Supports daily treasury activities, liquidity monitoring, cash-flow forecast consolidation, financing requests, performance indicator tracking, dashboard updates, and treasury process automation. The role also contributes to multidisciplinary projects that improve treasury practices, controls, processes, systems, and technology utilization. Candidates should be analytical, detail-oriented, proactive, autonomous, collaborative, and pursuing a university degree in accounting, finance, actuarial science, or a related field.

Lead financial close, prepare and analyze management and statutory financial information, contribute to annual budgeting and forecasts, monitor budget variances and financial trends, support internal controls and audit readiness, collaborate with business partners, drive process improvements, and lead strategic projects to inform decision-making.

Leads technology projects supporting Human Resources by planning and coordinating multidisciplinary teams, monitoring budgets, capacity, risks, issues, timelines, quality, and benefits. Manages vendors and service agreements, facilitates Agile and traditional delivery activities, supports teams in removing blockers, and provides transparent status reporting to stakeholders and the IT Portfolio Management Office. The role also requires strong communication, negotiation, leadership, and French and English language skills.

Designs, develops, tests, and maintains secure IT and data solutions, including data models, pipelines, warehouses, integrations, and analytical platforms. Translates business needs into technical designs, guides delivery teams, coordinates testing and code reviews, and supports deployments, security, compliance, incident resolution, and audits. Requires strong SQL, Python, data modeling, database, and ETL/ELT expertise, along with advanced French and intermediate English.

Investigates suspected fraud and abuse involving group health and dental insurance claims. Reviews referrals and fraud alerts, analyzes transactional data, gathers evidence, documents findings, prepares client reports, manages escalated cases, and recommends improvements to fraud detection rules and processes. The role also promotes fraud awareness, collaborates with analytics teams, monitors emerging schemes, and communicates with stakeholders across Canada in French and English.

Analyze business and technology needs, document functional requirements, assess impacts, and develop solution recommendations. Coordinate with business partners, project managers, architects, and delivery teams. Lead functional validation and user acceptance testing, track defects, maintain documentation, and monitor IT assets, compliance activities, recovery plans, risks, obsolescence, and progress indicators.

Owns and advances the corporate IT disaster recovery and resilience program. Responsibilities include governance, recovery strategy, RTO/RPO alignment, recovery plans, dependency mapping, vendor resilience, testing exercises, performance metrics, risk management, audit coordination, and technology crisis support. The role coordinates cross-functional teams and strategic partners while improving regulatory preparedness, recovery capabilities, and operational resilience across hybrid technology environments.

Develops strategic analyses, market and competitor assessments, future scenarios, and executive recommendations. Monitors business trends and strategic performance, supports corporate planning, and leads cross-functional initiatives, workshops, and executive communications. Requires strong analytical, financial modeling, facilitation, presentation, and influencing skills, plus advanced French and intermediate English proficiency.

Administers complex savings and retirement plan transactions, including enrollments, contributions, withdrawals, transfers, and terminations. Reviews requests for completeness, validates financial transactions, analyzes system and payroll-file rejections, prepares reports, and follows up with clients. Collaborates with plan administrators, advisors, consultants, and service teams while meeting compliance requirements, deadlines, and customer service standards.

Work with stakeholders to elicit, analyze, and prioritize requirements; map and optimize processes for automation, AI, and data solutions; support Agile teams and Azure DevOps delivery planning; participate in UAT and adoption; and drive benefit realization and continuous improvement.

Analyze complex financial, tax, and estate planning situations for high-net-worth clients, professionals, and business owners. Develop wealth protection, accumulation, decumulation, and transfer strategies; support advisors; deliver training; monitor legislative and tax changes; and improve planning tools, resources, processes, and technical content.

Designs and implements low-code, automation, and AI solutions to improve business processes and operational efficiency. Advises leaders on optimization initiatives, engages stakeholders, monitors efficiency and innovation KPIs, promotes strategic alignment, and supports a culture of continuous improvement. The role also involves research, benchmarking, knowledge sharing, visual management, and adoption of leading practices across the organization.

Manage the implementation and modification of group retirement and savings plan contracts. Responsibilities include reviewing plan documentation, validating contractual changes, preparing policies and participant materials, coordinating regulatory registrations, tracking signatures, applying provincial legislation, resolving client-specific issues, supporting audits, training colleagues, and contributing to continuous improvement initiatives.