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The Senior Advisor will develop and implement the credit risk management framework, oversee underwriting and adjudication processes, and collaborate with stakeholders to analyze credit risk. Responsibilities include preparing risk reports, monitoring lending activities, and ensuring compliance with regulatory standards.
The role involves coordinating Salesforce delivery initiatives, ensuring quality service during deployments, analyzing needs, resolving issues, and documenting processes. Strong communication and leadership skills are essential, as well as experience with CI/CD practices in the Salesforce ecosystem.
The VP of Sales is responsible for achieving sales targets, proactively engaging with clients, and maintaining key relationships through various communication methods. The role requires managing a specific advisory region and requires advanced knowledge of the investment and mutual fund industries.
The Analyst, Complaints and Compliance will handle client complaints related to financial advisors, ensuring adherence to compliance standards. Responsibilities include drafting communications, analyzing complaints, recommending resolutions, and contributing to compliance processes. The role requires strong analytical skills and effective communication to influence outcomes.
As a Software Designer, you will design innovative, reusable system components that integrate within the company's ecosystem. You will oversee development efforts, promote the reuse of existing components, recommend internal construction as needed, and collaborate with business and IT stakeholders to ensure alignment with company strategies and efficiency.
The Chief Advisor will lead efforts in financial reporting, risk management, and strategic communication within iA Wealth. You will enhance financial cohesion, collaborate with executives, and drive growth initiatives by utilizing data analytics to support strategic decision-making, while maintaining strong relationships across Wealth’s lines of business.
Seeking a Senior Security Analyst specialized in Okta platform to join the Identity Access Management team at iA Financial Group. Responsibilities include integrating applications, collaborating on security roadmap, configuring platforms, providing client support, and contributing to process improvement.
Provide quality support throughout the organization by ensuring governance, service delivery, maintenance, and optimization of Microsoft Power BI platform. Create solutions for data visualization and analysis. Responsibilities include support for Power BI application, platform management, and facilitation of communication.
Coordinate monitoring of employee activities on social media, review and approve advertising material, participate in the personal transactions processing process, assist in compliance tool management and training, contribute to policy writing and deployment, collaborate on compliance projects, conduct compliance tests and controls.
The Receptionist is the first point of contact for advisors, visitors, and employees at PPI. Responsibilities include answering calls, greeting visitors, directing inquiries, maintaining the reception area, managing office supplies, providing administrative support, and ensuring high customer service standards.
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