Jobs at iA Financial Group

Manage short- and long-term disability claims by assessing documentation, coordinating follow-ups, supporting claimants, participating in complex case discussions, and contributing to process improvements while delivering high customer service.

Provide high-level administrative support to the Vice President and leadership team: manage calendars, travel, expenses, correspondence, meetings, procure supplies, enter accounting data, install/team software and manage security access, and collaborate with other administrative staff to support operational and regulatory tasks.

Provide front-line administrative and client support for a Career agency: greet and assist clients and advisors, manage communications, handle advisor contracting/onboarding/offboarding, support the Agency Director with scheduling and reports, maintain office facilities and supplies, and document processes to ensure smooth agency operations.

Senior subject-matter expert in individual insurance and savings supporting operational transformation: analyze impacts, lead process workshops, drive change management, increase digital adoption, coordinate cross-functional rollout, and track benefits realization.

Lead integration and adoption of risk management frameworks for Individual Insurance, Savings and Retirement. Partner with stakeholders to identify, assess, and mitigate risks, develop monitoring indicators, prepare analyses and presentations for governance, and improve standards, processes, and tools to support informed decision-making and risk-aware business practices.

Supervise compliance for managed accounts: perform quarterly portfolio and pooled fund trade reviews; review/approve NCAFs, KYC, and IPS; advise and train Portfolio Managers; resolve compliance issues; enhance supervision systems and stay current on regulatory changes.

Lead promotion and communications strategy for Individual Insurance, Savings, and Retirement. Develop go-to-market plans, manage budgets, monitor market trends, advise senior leaders, and lead a ~20-person team to deliver impactful campaigns and achieve business goals across Canada.

As a Pricing Consultant, you will evaluate risks in life insurance, produce high-quality evaluations, negotiate with reinsurers, and provide strategic support to sales teams. You will also train stakeholders on advanced pricing philosophies and oversee financial analysis within pricing teams.

Develop and enhance actuarial models, perform experience analyses and data analysis to support pricing and product design, produce reports and dashboards, support risk management, capital and reinsurance strategies, assist acquisition integrations and financial reporting, collaborate with cross-functional teams, and mentor team members.

Lead design, develop, and maintain life insurance policy administration solutions using the Microsoft stack. Collaborate with analysts, architects, and partners; participate in Agile ceremonies, code reviews, production support, and continuous improvement. Drive technical decisions, ensure performance and security, and mentor the team while exploring AI integration in development practices.

Support private markets investment operations by managing post-trade lifecycle events for private placements, fund units and illiquid assets; coordinate across internal teams and external parties; maintain data quality and controls; optimize monitoring, reporting and oversight processes; interpret fund legal terms and reporting impacts; and liaise with custodians, fund administrators and third-party providers to meet operational deadlines.

Perform fundamental credit analysis of corporate issuers (IG and HY) across Canada, U.S., and globally; build investment recommendations; monitor issuers and market trends; support portfolio managers on security selection and allocation; develop Excel/VBA/Python analytical tools; assist with portfolio operations and investment committee materials.

The Analyst/Senior Analyst will enhance investment risk processes, develop models, design reports, analyze metrics, and support risk management frameworks. They should have expertise in finance and quantitative disciplines, focusing on efficiency and automation.

Lead claims actuarial analysis, develop and maintain predictive models and BI tools, analyze claims performance and trends, provide strategic recommendations, mentor actuarial analysts, and communicate complex actuarial concepts to stakeholders.

Sell group insurance and employee benefits (health, dental, life, disability, retirement, wellness) to employers by prospecting, conducting needs assessments, delivering proposals, negotiating and closing contracts, and managing client relationships while collaborating with underwriting, product, and marketing teams.

Lead integrated communications strategy and executive messaging for the CEO and senior leaders in a regulated wealth-management environment. Develop high-impact content (speeches, talking points, forums, channels), govern executive priorities and communications cadence, drive cross-functional alignment, measure outcomes tied to business objectives, and advise leadership on positioning, risk, and engagement to align advisors, employees, investors, and stakeholders.

Lead and execute bilingual (English/French) marketing campaigns across digital and print channels for voluntary group insurance. Manage projects end-to-end, analyze performance, recommend optimizations, create and review bilingual materials, collaborate with Sales and designers, and ensure timely, on-brand delivery of campaigns and initiatives.

Lead and maintain the Business Conduct & Tier 1 Surveillance Program across registered branches in Canada. Manage a team of senior and branch managers, oversee compliance reporting, product due diligence, regulatory inquiries, branch visit program, policy updates, training, and act as subject-matter expert for firm initiatives and compliance communications.

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.

Provide personalized wealth-management advice and client service: maintain accurate client records, complete KYC and account openings, recommend investments, execute trades, rebalance portfolios, follow up on documentation, and document/respond to client inquiries promptly and compliantly.