Senior Client Solutions Leader at iA Financial Group (Ontario)

Senior Client Solutions Leader at iA Financial Group (Ontario)

26 Aug
|
iA Financial Group (Industrial Alliance)
|
Ontario

26 Aug

iA Financial Group (Industrial Alliance)

Ontario

Elevate your career with iA Financial Group as the Associate Director of Investment Strategy and Client Solutions. Utilize your skills to enhance client relationships in a agile hybrid work model.

iA Global Asset Management seeks an investment professional dedicated to boosting client retention and engagement. You will work directly with clients, advisors, and internal teams to create effective investment solutions that respond to client needs. This role emphasizes communication and collaboration, making it ideal for seasoned professionals in investment strategy and client management.

Key Responsibilities:
• Support meetings with clients, advisors, and consultants
• Understand client investment objectives for tailored solutions




• Communicate investment strategies and market context
• Create client-ready materials like presentations and reports
• Coordinate investment and sales events for clients

Requirements:
• Bachelor’s degree in finance or related fields
• 5-10 years of experience in asset management
• Strong grasp of global financial markets
• Excellent client service and relationship skills
• Advanced proficiency in both French and English

Join iA Financial Group and make a significant impact in client solutions and investment management.
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📌 Senior Client Solutions Leader at iA Financial Group (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario

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