We have a great opportunity for you within the Group Savings and Retirement team: iA Financial Group is looking for an Investment Specialist to meet the needs of our Group Savings and Retirement clients. Are you a Finance graduate with a passion for investments and group savings and retirement? You are passionate about the stock market and want to work with dedicated colleagues for a renowned clientele? Read this offer!
You will be responsible for representing iA Financial Group to clients and actuarial consulting firms, and in developing the sector's investment offering.
Work with retirement plan sponsors and their consultants/advisors to identify needs and priorities, formulate investment objectives, and develop effective investment strategies to achieve those objectives;
Conduct market reviews and analysis of client account performance with retirement committees and provide advice and suggestions for improving the plans' investment fund offerings;
Handle ad hoc requests from clients and consultants;
Work with the plans consulting firms to structure de-risking strategies, and trigger-based strategies on measures such as plan solvency, interest rates and foreign exchange rates;
Actively participate in the business development component through active participation in finalist presentations, with the goal of securing new mandates;
Manage client transactions;
Act as an investment expert for Account Executives, Relationship Managers and Financial Education Specialists to enhance the level of investment expertise available to their key market sources and clients;
Support our submissions team on investment related matters;
Actively participate in the management of the GSR fund platform in collaboration with the corporate investment team;
Actively participate in the monitoring and in the preparation of the mid-year evaluation of the funds offered on the platform;
Maintain a thorough understanding of the market and investment process, strategy and portfolio manager attribution;
Participate in special projects within the department.
Bachelor's degree in finance, administration or actuarial sciences
Excellent communication skills
Minimum 5 years experience in a similar position or in a related field
Bilingualism, a strong asset
Mastery of the Office Suite (excel)
Very good knowledge of investment vehicles and retirement savings products
Progress towards the CFA designation, an asset
Canadian Securities Course (CSC), an asset
Permit from the AMF: Group pension plans (may be done after hiring)
Our employees are our best investment and we have much to offer them.
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.
Our commitment to Diversity and Inclusion
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.