Account Executive, Ontario

iA Financial Group; Ottawa; On-site; CAD 75,000 - 95,000; Full time

Job summary

iA Financial Group seeks an experienced Account Executive for its Group Savings and Retirement business in Ontario. This role focuses on building relationships and developing business proposals to meet client needs while contributing to the firm's strategic objectives. Ideal candidates will have significant experience in finance and a dedication to client satisfaction.

Benefits

Work-life balance with personal leave days

Generous wellness plan

Medical and dental plan

Pension plan

Home office equipment program

Share Purchase Plan

Education Assistance Program

Qualifications

• Minimum of 5-7 years of relevant experience in group savings and retirement.
• Experience with consulting actuarial firms is an asset.
• Proven ability to pursue and achieve business sales targets.

Responsibilities

• Create and develop strong business relationships with distributors.
• Position offerings in the market to generate new business.
• Develop and lead proposals and sales strategies.

Skills

Strong communication skills

Presentation skills

Customer-oriented

Analytical skills

Strategic thinking

Education

FCIA, FSA, CFA or CEBS designation

Job description

Job Description

Do you focus on results, think strategically and want to make a difference in client relationships? Are you a good listener and enjoy building trusting relationships with people?

iA Financial Group is looking for an Account Executive for its Group Savings and Retirement business in Ontario. Reporting to the National Vice President, Distribution.

This position will allow you to contribute to the achievement of our business development objectives. If you are recognized for your commitment and passion for group retirement savings, have strong communication and presentation skills, as well as an excellent service mentality and strong interpersonal skills, this position may be for you. Your leadership will enable you to evolve our service offering and influence our strategic decisions.

We would be open to candidates based anywhere within Ontario.

Main Responsibilities

Contribute to achieving the business development objectives for the Ontario region by:

• Creating and developing strong business relationships with distributors, including consulting actuary firms and group retirement advisors

• Effectively positioning our offer in the market to generate new business and support existing business

• Developing and leading new business proposals, sales strategies and finalist presentations relating to new business in the Region.

• Developing, with our partners, solutions for our prospective clients that meet their needs

• Being involved in the evolution our service and product offer in line with the realities of the market

Idea Candidate:

• Minimum of 5-7 years of relevant work experience in group savings and retirement or a related financial field at an insurance carrier, advisory firm or a consulting firm

• FCIA, FSA, CFA or CEBS designation (would be an asset)

• Experience working with a consulting actuarial firm (asset).

• Proven ability to pursue and achieve business sales targets

• Extremely customer-oriented with a deep understanding of sales and service issue

• Ability to multi-task and prioritize issues strategically

• Strong analytical skills, strategic thinking with exceptional business acumen

• Exceptional presentation skills

What iA Offers:

• We value and encourage our employees to have a good work-life balance and so on top of vacation, we offer personal leave days.

• To encourage an active and healthy lifestyle, we have a generous wellness plan that covers physical activity and wellness expenses.

• A medical and dental plan for our employees and their dependents as well as a Health Spending Account to cover costs not covered by our plan

• A pension plan to take care of you in retirement.

• A home office equipment program to ensure that you have the best working environment.

• Participation in our Share Purchase Plan.

• Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA.

Location(s) Toronto, Ontario Other Possible Location(s) London, Ontario, Markham, Ontario, Missisauga, Ontario, Oakville, Ontario, Ottawa, Ontario
Company

iA Financial Group

Posting End Date 2025-07-14 Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.