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Credit Analyst

  • Employer: iA Private Wealth Inc.
  • Office: 1981 McGill College Avenue
  • Location: Montreal, Quebec
  • Job category: Transaction Services Operations - Generalist/Multidiscipline
  • Job ID: JR10023430
  • Job type: Permanent Job
  • Apply before: 2025-06-13

Description

Domain : Credit Analysis and client relationship

Mode : Hybrid

Start : As soon as possible

Credit Department is to minimize market and credit risk. Credit Analyst plays an integral role of balancing the need to reduce risk with the needs of IA Private Wealth Retail clients. This is done through various tasks and accountabilities. The Credit Analyst will report to the Director of Credit and Risk Management.

Key Accountabilities

  • Review the daily reports and activities, including regulatory reporting including, concentration, prohibited securities etc.
  • Investigate discrepancies and problems to determine risk and exposure, and make decisions to mitigate risk and financial impact.
  • Liaise with internal partners, other IA Private Wealth areas, Legal, Finance, Compliance, Estates, to create policies and procedures and to communicate to clients and employees
  • Prepare and/or analyze reports including, option reports, and credit reports
  • Conduct due diligence on new and existing clients
  • Advise and direct Branch Managers and Department Managers on policy issues on a daily basis, and compliance.
  • Ensure all transactions in client’s accounts and the collection of these accounts are in accordance with industry and firm rules and regulations.
  • Ensure controls are followed to manage credit and risk exposure if IA Private Wealth accounts and be able to maintain a high level of customer service.
  • Complete duties as assigned including compiling and preparing statistics and internal reports, monthly and year end capital requirement reports.

​Qualifications

  • University degree, Canadian Securities Course (CSC); Conduct and Practices Handbook Course (CPH); Derivatives Fundamental Course (DFC); Options Licensing Course (OLC); Option Supervisor Course; are preferred.
  • Experience within the financial brokerage industry especially in an IIROC regulatory environment
  • Strong use of Microsoft Office programs, especially excel
  • Strong verbal and written communication and presentation skills
  • Strong analytical and problem-solving skills
  • Ability to operate in a fast-paced environment including the ability to prioritize.
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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.