National Accounts Associate

iA Financial Group (Industrial Alliance); Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services company in Toronto seeks a National Accounts Associate to support business development and relationship management with national accounts. Responsibilities include coordinating sales efforts and conducting data analysis. Ideal candidates have 5+ years of asset management experience and strong analytical skills. This full-time role offers career progression opportunities.

Qualifications

• 5+ years in asset management or financial services.
• Strong analytical skills and proficiency in Excel.

Responsibilities

• Assist in maintaining relationships with broker-dealers and banks.
• Work with sales teams on strategies and prepare marketing materials.
• Generate reports on sales and market performance.
• Ensure compliance with regulatory requirements.

Skills

Analytical skills

Proficiency in Excel

CRM systems (e.g., Salesforce)

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Canadian Securities Course

Tools

Salesforce

Morningstar

YCharts

Job description

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About the Role

The National Accounts Associate at iA Clarington Investments will support relationship management and business development efforts with national accounts and internal channels. The role involves coordinating sales and marketing efforts, completing due diligence questionnaires, conducting data analysis, coordinating compliance efforts, and ensuring seamless communication between internal teams and external partners.

Main Duties & Responsibilities

• Relationship Management Support : Assist in maintaining relationships with broker-dealers, banks, and other financial institutions. Serve as a primary contact for operational requests. Manage onboarding for new agreements and platform approvals. Collaborate on due diligence questionnaires.
• Sales & Marketing Coordination : Work with sales teams on strategies. Prepare sales presentations, marketing materials, and analyze market trends.
• Data Analysis & Reporting : Generate reports on sales, asset flows, and market performance. Maintain CRM records.
• Operational & Compliance Support : Ensure compliance with regulatory requirements. Coordinate due diligence and product reviews. Assist with fee and revenue arrangements.

Qualifications

Bachelor’s degree in Finance, Business, Economics, or related field

Canadian Securities Course

5+ years in asset management or financial services

Strong analytical skills, proficiency in Excel and CRM systems (e.g., Salesforce)

Experience with Morningstar and YCharts

Excellent communication and organizational skills

Career Progression

Opportunity to develop expertise in financial distribution and national accounts management. High performers may advance to roles such as National Accounts Manager.

Additional Details

Seniority Level : Mid-Senior level

Employment Type : Full-time

Job Function : Sales and Business Development

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