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About the Role

This role serves as a key link between iAGAM’s investment expertise and the needs of clients and distribution partners. The successful candidate will combine investment knowledge, relationship-management skills and strong communication capabilities to support client engagement, retention and business growth. The role spans client portfolio management, business development support and investment communication.

Responsibilities

Support and participate in client, prospect, advisor and consultant meetings, including investment reviews, due diligence discussions and industry events.
Build a strong understanding of client needs, investment objectives and service expectations, and help translate them into effective investment solutions and engagement plans.
Provide responsive, high-quality support for recurring and ad hoc client requests, helping to strengthen relationships, retain assets and identify opportunities to deepen partnerships.
Act as a product specialist across fixed-income, equity and multi-asset strategies, communicating portfolio positioning, market context, investment processes and competitive differentiators to audiences with varying levels of investment knowledge.
Create, review and maintain client-ready materials, including presentations, investment summaries, portfolio commentaries, due diligence materials and monthly or quarterly reports.
Contribute to thought leadership, conferences, webinars, roadshows and other initiatives that strengthen iAGAM’s brand and bring our investment perspectives to market.
Partner with business development, consultant relations and distribution teams throughout the opportunity lifecycle, from prospect identification and qualification to solution development, presentation and follow-up.
Prepare and coordinate high-quality RFPs, RFIs and DDQs, ensuring responses clearly reflect client needs and iAGAM’s investment capabilities.
Conduct market, competitor and opportunity analysis to inform business development priorities and help identify potential areas of growth.
Support pipeline discipline by maintaining accurate opportunity information, producing management reporting and facilitating timely communication across stakeholders.
Maintain institutional databases and contribute to the ongoing improvement of RFP, presentation, client-reporting and content-management processes.
Collaborate with portfolio management, sales, product, marketing, legal, compliance and client service partners to deliver accurate, consistent and timely materials.
Coordinate investment-related client and sales events, including planning, content development, stakeholder preparation and follow-up.
Identify practical opportunities to improve efficiency, consistency, quality control and scalability across the team’s activities.

Requirements

A bachelor’s degree in finance, business administration, economics or a related field.
CFA, CIM or another relevant investment designation, or meaningful progress toward one.
5-10 years of relevant experience in asset management, institutional relationship management, business development, investment consulting, portfolio research or a related field.
Strong knowledge of global financial markets, investment products and institutional investor and consultant needs.
Demonstrated ability to explain complex investment concepts clearly and confidently in writing and in presentations.
Excellent client-service, relationship-management, interpersonal and listening skills, with sound judgment and a solutions-oriented mindset.
Strong analytical and organizational skills, attention to detail and the ability to prioritize multiple deliverables in a fast-paced environment.
A proactive, collaborative and accountable approach, with the confidence to work across functions and with senior stakeholders.
Advanced proficiency in French and English, both written and spoken, given regular interactions with clients and colleagues across Canada and the development of bilingual client materials.
Previous registration, or the ability to become registered, as a dealing representative, associate advising representative or advising representative is an asset.
Advanced proficiency in French, as the candidate will be required to communicate daily with English- and French-speaking clients and partners across Canada via email and phone calls.

Skills

Investment knowledge
Relationship-management skills
Communication capabilities
Client portfolio management
Business development support
Investment communication
Fixed-income strategies
Equity strategies
Multi-asset strategies
RFP/RFI/DDQ preparation
Market analysis
Competitor analysis
Opportunity analysis
Institutional databases
Content management
Event coordination
Efficiency improvement
French language proficiency
English language proficiency

Location

Quebec / 1080, Grande Allee West
Montreal / 1981 McGill College Avenue
Toronto / 26 Wellington Street East

Work Type

Hybrid

Experience Level

5-10 years

Education Level

Bachelor's degree in finance, business administration, economics or a related field
Master's degree is an asset
CFA, CIM or another relevant investment designation

Salary/Compensations

85,000$ - 125,000$ CAD per year

Benefits

Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

About the Company

iA Global Asset Management (iAGAM) is one of Canada’s leading asset managers, overseeing more than $100 billion in assets under management across a broad range of retail and institutional mandates.
iAGAM is the investment arm of iA Financial Group (IAFG), a leading Canadian insurer and one of Canada’s largest non-bank wealth managers, with approximately $340 billion in assets under administration and management.
Our breadth of investment capabilities enables us to deliver sophisticated, customized solutions aligned with the evolving needs of clients, advisors, consultants, and distribution partners.
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.
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.

Equal Opportunity

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 with your needs.