Jobs at iA Financial Group

Analyze complex financial, tax, and estate planning situations for high-net-worth clients, professionals, and business owners. Develop wealth protection, accumulation, decumulation, and transfer strategies; support advisors; deliver training; monitor legislative and tax changes; and improve planning tools, resources, processes, and technical content.

Conducts IT audit engagements independently or with a team, establishes schedules, analyzes IT governance and internal controls, performs audit testing, prepares results for management, and writes reports for the audit committee. The role requires analytical ability, communication skills, knowledge of IT risk frameworks and ITGC/ITAC controls, relevant education, and at least one year of experience.

Manage a defined territory supporting the VP, Sales to grow business with advisors and brokerages. Generate outbound prospecting calls, maintain daily advisor contact, support roadshows/events, produce fund analyses, create marketing communications, track subscriptions/redemptions, and contribute to territory business planning and KPIs. Collaborate with sales assistant and escalate client issues as needed.

Assess and adjudicate lower-risk Special Markets claims by interpreting policy provisions, reviewing medical and supporting documentation, determining eligibility and entitlement, communicating decisions, and maintaining accurate claim files. The role escalates complex claims, collaborates with internal and external partners, supports team operations, and develops expertise through training and coaching. Candidates should demonstrate analytical ability, attention to detail, sound judgment, communication skills, and preferably insurance or claims experience.

Promotes life, critical illness, and disability insurance products to independent financial advisors. Delivers product, sales, illustration software, and application training; develops regional marketing plans with Sales Directors; solicits new business by phone; maintains advisor relationships; prepares presentations; responds to inquiries; and attends conferences, road shows, and events.

Processes life insurance applications from submission through policy issue, settlement, and commission. Responsibilities include ordering underwriting requirements, reviewing documentation, maintaining accurate records in WealthServ, coordinating with advisors, carriers, and paramedical facilities, resolving underwriting issues, obtaining signatures, and ensuring timely, compliant service. The role requires strong organization, data entry accuracy, communication, confidentiality, and relationship-management skills.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

As a Pricing Consultant, you will evaluate risks in life insurance, produce high-quality evaluations, negotiate with reinsurers, and provide strategic support to sales teams. You will also train stakeholders on advanced pricing philosophies and oversee financial analysis within pricing teams.