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Associate, Structured Products

  • Employer: iA Private Wealth Inc.
  • Office: 26 Wellington Street East
  • Location: Toronto, Ontario
  • Job category: Capital Market
  • Job ID: JR10022175
  • Job type: Permanent Job
  • Apply before: 2025-02-03

Description

MAIN DUTIES & RESPONSIBILITIES:

  • Review and Quality Assurance: Review documentation for structured notes transactions, ensuring accuracy and compliance and maintaining high quality standards.

  • Issuer and Product Analysis: Analyze issuers and products, identifying risks and opportunities.

  • Transaction Management: Manage a pipeline of transactions, ensuring timely completion and client communication.

  • Database Management: Develop and maintain a detailed database of transactions

  • Client Support: Respond to advisor requests and support transaction completion.

  • Operational Coordination: Coordinate the setup of notes with internal and external teams.

  • Process Improvement: Develop efficient processes and leverage technology for automation.

  • Marketing Support: Assist in marketing and raising awareness of structured notes.

  • Relationship Building: Build and maintain strong relationships with clients and internal teams.

JOB REQUIREMENTS:

  • Advanced analytical skills and attention to detail.

  • Proficiency in MS Word, Excel, PowerPoint, and Outlook.

  • Excellent written and verbal communication skills.

  • Ability to manage multiple projects and meet deadlines.

  • Strong interpersonal skills and ability to work collaboratively.

  • Adaptability to a fast-paced and changing environment.

  • Strong work ethic and reliability.

Education & Qualifications:

  • Bachelor’s degree in Finance, Economics, Mathematics, or a related field.

Experience:

  • 3-5 years of experience in structured notes or a related field.

  • Proficiency in French is highly advantageous

Specific skills & abilities or areas of knowledge:

  • Strong understanding of financial markets and products with emphasis on structured notes

Specificities:

  • Occasional Travel for Business Meetings

  • Hybrid working

Apply now

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See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.