Senior Investment Strategist

Senior Investment Strategist page is loaded## Senior Investment Strategistlocations: Toronto, Ontariotime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 11, 2025 (13 days left to apply)job requisition id: JR10024337## **Job Description****Job Description**We have an exciting opportunity in the Group Savings and Retirement sector: iA Financial Group is seeking a **Senior** **Investment Strategist** to meet the needs of its Group Savings and Retirement clientele.You will be responsible for representing iA Financial Group to clients and consulting firms, and for advancing the investment offering within the sector.**More specifically, your responsibilities will include:*** Collaborating with pension plan sponsors and their consultants or advisors to identify needs and priorities, define investment objectives, and develop effective strategies to achieve those objectives;* Reviewing market trends and analyzing client account performance for pension committees, while providing recommendations to enhance the investment fund offering;* Maintaining a deep understanding of the market, investment processes, strategies, and portfolio manager attribution;* Working with consulting firms to structure liability-driven investment strategies (“de-risking”) and trigger-based strategies tied to metrics such as plan solvency, interest rates, and exchange rates;* Actively participating in business development efforts, including finalist presentations aimed at securing new mandates;* Acting as an investment expert for account managers, client relationship managers, and financial education specialists to elevate investment expertise across key markets and clients;* Contributing to the management of the Group Savings and Retirement fund platform in collaboration with the corporate investment team;* Participating in fund monitoring and mid-year fund evaluations;* Handling ad hoc requests from clients and consultants;* Managing client transactions;* Supporting the proposal team with investment-related inquiries;**Requirements:*** Bachelor's degree in Finance, Actuarial Sciences or Business Administration* Excellent communication skills* Minimum of 5 years of experience in a similar or related role* Bilingualism is an asset* Proficiency in Microsoft Office (Excel)* Strong knowledge of investment vehicles and group retirement products* CFA designation is an asset* This role requires travel approximately once or twice per quarter (across Canada)## **Location(s)**Toronto, Ontario## **Other Possible Location(s)**Vancouver, British Columbia## ## **Company**iA Financial Group## **Posting End Date**2025-12-11# **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.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.Let us know you’re interested
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