Senior Investment Strategy & Client Solutions Lead

iA Financial Group; Quebec; Hybrid; CAD 85,000 - 125,000; Full time

Benefits offered by this job

Hybrid work model

Flexible group insurance

Pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee assistance program

Discounts on iA products

Job summary

iA Global Asset Management, the investment arm of iA Financial Group, seeks an experienced investment professional to join the Investment Strategy and Client Solutions team in Canada. You will bridge investment expertise with client needs, supporting engagement, retention and business growth through portfolio management support and investment communications.

Working with portfolio managers, client relationship and business development teams, you will develop client-ready materials, participate

Qualifications

• Bachelor’s degree in finance, business administration, economics or related field (master’s preferred).
• CFA, CIM or progress toward such designation.
• 5–10 years of relevant experience in asset management or related fields.
• Strong knowledge of global financial markets and institutional clients.

Responsibilities

• Support client meetings and investment reviews with timely, professional investment materials.
• Communicate portfolio positioning and market context to diverse audiences.
• Prepare RFPs, RFIs, and due diligence materials reflecting client needs.
• Collaborate with cross-functional teams to deliver accurate client materials.
• Develop and contribute thought leadership and client engagement activities.

Skills

Client relationship management

Communication skills

Written and verbal communication

Bilingual (French/English) proficiency

Analytical abilities

Organizational skills

Team collaboration

Problem solving

Education

Bachelor’s degree in finance/business/economics

Master’s degree (asset)

CFA or CIM designation (or progress toward)

Job description

iA Global Asset Management, the investment arm of iA Financial Group, seeks an experienced investment professional to join the Investment Strategy and Client Solutions team in Canada. You will bridge investment expertise with client needs, supporting engagement, retention and business growth through portfolio management support and investment communications.

Working with portfolio managers, client relationship and business development teams, you will develop client-ready materials, participate