Associate, Product Research and Development

iA Financial Group; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Toronto is seeking an Associate in Product Research & Development. This role focuses on analyzing market trends and providing insights to support strategic initiatives. Candidates should have 0–3 years of experience in finance or investment, and a relevant degree. Join a collaborative team with opportunities for growth in product management.

Benefits

Growth opportunities

Collaborative culture

Mentorship from leaders

Qualifications

• 0–3 years of experience in finance, investment, or related fields.
• Strong analytical skills and a passion for market dynamics.
• Ability to synthesize information from multiple sources.

Responsibilities

• Track and analyze trends in investment performance.
• Prepare clear reports for senior leadership.
• Support ad hoc analysis across the product team.

Skills

Analytical mindset

Understanding market dynamics

Proficiency in Excel

Competitor analysis

Education

Bachelor's degree in business, accounting, finance, or related discipline

Progress toward CFA designation

Tools

Morningstar

Job description

Are you passionate about the investment industry and eager to turn data into strategic insights? Join our dynamic Product Development team at iA Wealth, where your analytical skills will help shape the future of investment solutions.

What You’ll Do

As an Associate in Product Research & Development, you’ll be at the forefront of market intelligence, helping us stay ahead in a fast-evolving industry. Your work will directly support product innovation and strategic decision-making across the organization.

Your Key Responsibilities:

Industry & Competitor Analysis

• Track and analyze trends in investment performance, sales flows, product innovation, fees, and competitor activity.

• Provide insights on how market developments impact opportunities for iA Wealth.

Data-Driven Strategy

• Analyze internal product and asset data to support new product initiatives.

• Synthesize information from multiple sources to identify emerging opportunities.

Reporting & Communication

• Prepare clear, impactful reports for senior leadership, sales teams, and product stakeholders.

• Support ad hoc analysis and contribute to strategic projects across the product team.

What You Bring

• 0–3 years of experience in finance, investment, or related fields.

• Bachelor’s or graduate degree in business, accounting, finance, or a related discipline.

• Progress toward CFA designation or equivalent is a strong asset.

• Strong analytical mindset and a passion for understanding market dynamics.

• Proficiency in Excel and familiarity with tools like Morningstar is a plus.

Why Join Us?

Growth & Exposure

• Work closely with senior leaders and gain visibility across departments.

• Be part of a growing team with opportunities to evolve into product management or development roles.

Collaborative Culture

• Flat team structure with mentorship from experienced leaders.

• A supportive environment that values curiosity, initiative, and continuous learning.

Ready to launch your career in investment product strategy? Apply now and help us build the next generation of wealth solutions.