Teams at iA Financial Group

Support the Investments sector by designing and automating dashboards, forecasting and budgeting, developing KPIs, validating financial and operational data, analyzing variances, supporting costing models, and contributing to accounting activities including statements, journal entries, and reconciliations to drive strategic decision-making and process improvements.

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.