Jobs at iA Financial Group

Supports national and regional advisor-facing business development activities, including onboarding, access troubleshooting, advisor inquiries, marketing allowance tracking, events, sales and marketing program coordination, reporting, advisor segmentation, continuing education certification, and special projects. The role coordinates with sales teams, wholesalers, strategic relationship firms, internal departments, and external partners while maintaining communications, documentation, compliance, and service standards.

Leads Salesforce solution architecture for a large-scale insurance and financial services transformation. Translates business and technical requirements into secure, scalable, integrated architectures; oversees design, delivery, testing, documentation, and compliance. Guides multidisciplinary teams and vendors, manages architecture decisions, and supports project scope, timelines, and budgets. The role requires deep Salesforce expertise, cloud and integration knowledge, architecture framework proficiency, strong communication, and experience with high-volume, highly available systems.

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.

Develops and grows an investment advisor network across the Vancouver region through recruitment, onboarding, coaching, business development support, and relationship management. The role helps advisors establish client acquisition and planning practices, adopt CRM and digital tools, build pipelines, and achieve sustainable productivity. It also supports regional growth initiatives, coordinates with leadership and cross-functional teams, and provides insights on advisor needs and trends.

Leads regional compliance supervision for a wealth management organization, managing staff performance, hiring, training, coaching, procedures, service delivery, and regulatory initiatives. Provides compliance leadership, develops policies and training materials, communicates with advisors and executives, oversees workloads and goals, and improves supervision systems. The role requires investment industry experience, Canadian securities certification, Branch Manager registration, strong regulatory knowledge, communication, organizational, and mentoring 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.

Administers insurance applications, billing cycles, policy changes, and client service requests. Reviews applications and billing for accuracy, coordinates medical requirements and correspondence with underwriters, plan administrators, vendors, and members, and supports operational periods such as renewals and onboarding. The role also provides analyst coverage, shares knowledge, supports colleagues, and identifies process improvements while maintaining service levels and accuracy.

Supports Client Service Administration by optimizing workflows, developing reports and dashboards, implementing business solutions, and providing operational support. Acts as a subject matter expert who coaches colleagues and advances continuous improvement through data, automation, Power BI, Power Automate, and emerging AI technologies.

Manage client, broker, partner, and stakeholder relationships across renewals, implementations, marketing activities, and ongoing service delivery. Coordinate internal teams, support meetings and business reviews, resolve issues, monitor portfolio performance, and contribute to growth, retention, profitability, and client acquisition initiatives. Analyze market intelligence, competitive information, client insights, and operational data to support strategic planning and continuous improvement.