Teams at iA Financial Group

Processes segregated funds, GICs, transfers, and other investment products with insurance carriers. Manages client account setup, investment files, mail, data quality, documentation follow-up, issue resolution, and advisor communications. Ensures accurate, compliant, and timely processing while maintaining service standards. The role also supports operational priorities, system and process changes, escalated issues, and special projects.

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.

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.