Analyst / Senior Analyst Investment Strategy & Client Solutions

iAGAM is seeking a motivated and experienced investment professional to join its Investment Strategy & Client Solutions team, dedicated to client relation management and business development. Reporting to the Senior Director, Investment Strategy & Client Solutions, you will partner closely with portfolio managers and business development teams by combining technical expertise and your communication skills to support the organization’s growth, as well as income and asset retention. You will also participate in a broad range of projects and activities.

As a Analyst / Senior Analyst Investment Strategy & Client Solutions you’ll be at the core of our mission.

Here are the main responsibilities:

What could accelerate your success in this role

We’re looking for someone who:

• Has 2–5 years of relevant experience in asset management, sales support, client portfolio management, or a similar function. 

• Is self-motivated, proactive, and accountable, with a strong sense of ownership and a desire to contribute to asset growth and client retention.

• Has a Bachelor’s in finance, business administration, or other related fields. CFA or CIM designations preferred.

• Stands out for their ability to work collaboratively across teams and functions, building effective relationships with internal stakeholders and external partners.  

• Demonstrates strong communication skills with the ability to communicate complex investment concepts to diverse audiences with varying degrees of investment knowledge, and ability to discern and adapt to different levels of sophistication.

• Is recognized for their In-depth knowledge of global financial markets and investment products and who's willing to travel

• Advanced proficiency in French and English are required, as the individual will need to communicate and deliver presentations to internal and external clients across Canada on a weekly basis.

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

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.