Student - Associate, Investment Products & Platforms
2 days ago
Investment / iA Private Wealth / Student Job / Hybride / Toronto / 4-month contract / Full Time / Starting in May _
Are you known for your thoroughness, your proactivity and your team spirit? Look no further, we have the job for you
The Investment Products & Platforms team **Student Associate** will act as a supporting team member assisting with the team’s day-to-day tasks. The individual will provide various types of trading support, act as a liaison to co-ordinate daily Vintage trades, help with content management, and manage other duties as assigned.
**You could have the opportunity to**:
**Trading support**
- Assist in identifying and addressing trading errors and omissions.
- Provide administrative support after a model change has been made.
- Update trading models on Croesus.
- Assist in managing third party SMA trading (Vintage)
**Content Management**
- Help manage site design and ongoing changes and improvements.
- Distribute daily, monthly, and quarterly research reports and other material.
- Review and update published documents regularly to guaranty accuracy and completeness.
- Share ideas about how material can be improved and presented.
**Support for SMA and UMA**
- Provide assistance in support of Elite.
- Assist with answering basic queries from Advisors.
- Manage IPP general inbox.
**You are the one we are looking for if**:
- You are completing a degree in finance, business or a related field.
- You have a strong interest in financial markets and investments.
- You have some knowledge of the wealth industry, an asset. Specifically, discretionary trading and UMA.
- You have exceptional sales & customer service orientation skills.
- You are well organized, detail-oriented and have time management skills.
- You have intermediate to advance excel skills.
- You are available full-time from May through August, and willing to work up to 5 days in the office as needed.
**Company Overview**:
**About**:
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 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
**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.
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