Associate Director, Investment Strategy and Client Solutions

ia; Quebec; On-site; CAD 90,000 - 130,000; Full time

Job summary

iA Global Asset Management is seeking an experienced investment professional to join the Investment Strategy and Client Solutions team. Reporting to the Head of Investment Strategy and Client Solutions, you will bridge investment expertise with client and distribution partner needs to support engagement, retention and growth.

You will collaborate with portfolio managers, sales, product, marketing and compliance to deliver timely, relevant investment materials and insights.

Qualifications

• Strong knowledge of global financial markets and institutional clients.
• Ability to translate client needs into investment solutions and engagement plans.
• Excellent client-service and relationship-management skills with sound judgment.

Responsibilities

• Engage with clients and manage relationships to support retention and growth.
• Participate in meetings with clients, prospects, advisors, and consultants, including reviews and due diligence.
• Translate client needs into effective investment solutions and engagement plans.
• Provide responsive, high-quality support for client requests and opportunities.
• Act as a product specialist across asset classes and communicate market context and investment processes.
• Create client-ready materials including summaries, reports and commentary.
• Collaborate with internal teams and coordinate client or sales events.

Skills

Relationship management

Investment knowledge

Communication skills

Presentation skills

Analytical thinking

Education

Bachelor's degree in finance, business, or related field

Master's degree considered an asset

Job description

About iA Global Asset Management

iA Global Asset Management (iAGAM) is one of Canada's leading asset managers, overseeing more than $100 billion in assets under management across a broad range of retail and institutional mandates. iAGAM is the investment arm of iA Financial Group (IAFG), a leading Canadian insurer and one of Canada's largest non-bank wealth managers, with approximately $340 billion in assets under administration and management. Our breadth of investment capabilities enables us to deliver sophisticated, customized solutions aligned with the evolving needs of clients, advisors, consultants, and distribution partners.

Build the future with us

We are seeking an experienced investment professional to join the Investment Strategy and Client Solutions team. Reporting to the Head of Investment Strategy and Client Solutions, this role serves as a key link between iAGAM's investment expertise and the needs of clients and distribution partners. The successful candidate will combine investment knowledge, relationship-management skills and strong communication capabilities to support client engagement, retention and business growth.

The role spans client portfolio management, business development support and investment communication. The successful candidate will work closely with portfolio managers, client relationship and business development teams, product specialists, marketing partners and other internal stakeholders to deliver timely, consistent and commercially relevant investment support.

What you'll accomplish with us

Client engagement and relationship management

Support and participate in client, prospect, advisor and consultant meetings, including investment reviews, due diligence discussions and industry events.

Build a strong understanding of client needs, investment objectives and service expectations, and help translate them into effective investment solutions and engagement plans.

Provide responsive, high-quality support for recurring and ad hoc client requests, helping to strengthen relationships, retain assets and identify opportunities to deepen partnerships.

Investment expertise and communication

Act as a product specialist across fixed-income, equity and multi-asset strategies, communicating portfolio positioning, market context, investment processes and competitive differentiators to audiences with varying levels of investment knowledge.

Create, review and maintain client-ready materials, including presentations, investment summaries, portfolio commentaries, due diligence materials and monthly or quarterly reports.

Contribute to thought leadership, conferences, webinars, roadshows and other initiatives that strengthen iAGAM's brand and bring our investment perspectives to market.

Business development and opportunity support

Partner with business development, consultant relations and distribution teams throughout the opportunity lifecycle, from prospect identification and qualification to solution development, presentation and follow-up.

Prepare and coordinate high-quality RFPs, RFIs and DDQs, ensuring responses clearly reflect client needs and iAGAM's investment capabilities.

Conduct market, competitor and opportunity analysis to inform business development priorities and help identify potential areas of growth.

Support pipeline discipline by maintaining accurate opportunity information, producing management reporting and facilitating timely communication across stakeholders.

Execution and cross-functional collaboration

Maintain institutional databases and contribute to the ongoing improvement of RFP, presentation, client-reporting and content-management processes.

Collaborate with portfolio management, sales, product, marketing, legal, compliance and client service partners to deliver accurate, consistent and timely materials.

Coordinate investment-related client and sales events, including planning, content development, stakeholder preparation and follow-up.

Identify practical opportunities to improve efficiency, consistency, quality control and scalability across the team's activities.

What could accelerate your success in this role

• A bachelor's degree in finance, business administration, economics or a related field. A master's degree is an asset.
• CFA, CIM or another relevant investment designation, or meaningful progress toward one.
• 5-10 years of relevant experience in asset management, institutional relationship management, business development, investment consulting, portfolio research or a related field.
• Strong knowledge of global financial markets, investment products and institutional investor and consultant needs.
• Demonstrated ability to explain complex investment concepts clearly and confidently in writing and in presentations.
• Excellent client-service, relationship-management, interpersonal and listening skills, with sound judgment and a solutions-oriented mindset.
• Strong analytical and organizationa