Associate, Product Analysis & Portfolio Strategy

  • Employer: iA Private Wealth Inc.
  • Office: 26 Wellington Street East
  • Location: Toronto, Ontario
  • Job category: Business Administration, Finance and Accounting
  • Job ID: JR10024568
  • Job type: Permanent Job
  • Apply before: 2025-12-31

Description

Build the future with us

Are you passionate about financial markets and eager to shape innovative portfolio solutions? Join us as an Associate – Product Analysis & Portfolio Strategy, where you’ll play a pivotal role in enhancing client outcomes through strategic investment insights and collaborative portfolio design.
This is your opportunity to grow within a company that values trust, development, and innovation. At iA Wealth, people are at the heart of everything we do—fostering a culture of collaboration and continuous learning.

What you’ll accomplish with us

As an Associate, you’ll be at the core of our mission. Your key responsibilities will include:
  • Supporting the creation and management of portfolios within the Elite UMA platform.
  • Conducting product, market, and manager analysis to identify trends, opportunities, and risks.
  • Collaborating with the Director, Product Advisory and Portfolio Strategy to refine portfolio construction frameworks.
  • Assisting advisors in implementing recommended strategies to improve client outcomes.
  • Preparing research, presentations, and commentary on portfolio positioning and product solutions.

What could accelerate your success in this role

We’re looking for someone who:
  • Has 2–3 years of experience in asset management, wealth management, or financial services.
  • Holds a Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Demonstrates excellent analytical and quantitative skills.
  • Is proficient in Microsoft Excel, PowerPoint, and financial analysis tools like Morningstar, Bloomberg, or FactSet.
  • Communicates effectively and collaborates well with internal teams and advisors.
  • Shows strong interest in financial markets, investment products, and portfolio strategy.
  • Is progressing toward a CFA designation or similar investment-related credential.

Why you’ll love working with us

  • A work environment that blends learning and development with a shared pursuit of excellence.
  • A healthy, safe, inclusive space where your potential can thrive.
  • Hybrid work flexibility and access to inspiring workspaces.
  • Competitive benefits including flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, ergonomic support, performance bonuses, and discounts on iA products.

Apply now and get ahead in your career—where your talent truly belongs!

Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—your place might be with us, and we’d love to get to know you!

Get ahead of your career, where your talent belongs

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.