23 Aug
|
iA Financial Group (Industrial Alliance)
|
Ontario
23 Aug
iA Financial Group (Industrial Alliance)
Ontario
Drive investment solutions with iA Global Asset Management as the Associate Director for Investment Strategy and Client Solutions. Leverage your expertise in client management and investment communication in a hybrid work environment.
In this role at iAGAM, you will bridge investment knowledge with client needs. Collaborating with internal teams, your focus will be on client portfolio management and business development while enhancing communication with clients and distribution partners. This is an excellent prospect for experienced financial professionals looking to elevate client engagement and retention strategies.
Key Responsibilities:
• Participate in client and advisor meetings for investment reviews
• Develop understanding of client investment goals and service expectations
• Act as a product specialist across diverse investment strategies
• Prepare high-quality client-facing materials and reports
• Collaborate with internal teams on investment-related events
Requirements:
• Bachelor’s in finance or related field; master’s preferred
• 5-10 years in asset management or investment consulting
• Strong knowledge of financial markets and products
• CFA or CIM designation is an asset
• Advanced proficiency in French and English
Bring your investment expertise and relationship management skills to iA Global Asset Management to foster client success.
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📌 Investment Strategy Director at iA Global (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario