Associate, Investment Product & Services (Student)

Build the future with us
Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Associate, Investment Product & Services (Student), you will play a key role in supporting the team that drives model-based investment strategies and advisor success. This role will be performed on-site at our Toronto office.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with us
As an Associate, Investment Product & Services (Student), you will be at the core of our mission. Here are the main responsibilities:

• Support senior team members with portfolio construction and sales initiatives to drive adoption of the Elite UMA platform.

• Utilize investment tools such as Morningstar Direct and Bloomberg to assist with advisor conversations.

• Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution.

• Prepare and disseminate pre-opening market research notes for advisors, delivering timely and insightful updates on capital markets.

• Assist with trading support, including identifying and addressing errors, updating models, and managing SMA accounts.

• Help manage content, including site updates, distributing research reports, and ensuring accuracy of published materials.

What could accelerate your success in this role
We are looking for someone who:

• Is currently enrolled in an undergraduate Finance program.

• Is available to start part-time in April and transition to full-time during the Summer 2026 semester.

• Demonstrates strong analytical and problem-solving skills, intellectual curiosity with a willingness to learn and an exceptional time management with attention to detail.

• Communicates effectively, both verbally and in writing.

• Has intermediate to advanced skills in Microsoft Excel and Bloomberg.

• Has some knowledge of wealth management or asset management (an asset).

Why you will love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.
• Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.

Apply now and get ahead of your career, where your talent really 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 want to get to know you!

The typical hiring range for this position in Ontario is $23 to $26 CAD per hour; the base salary offered varies according to years of studies.