Marketing Compliance

**Employer**: Investia Financial Services Inc.
- **Office**: 1080, Grande Allee West
- **Location**: Québec, Quebec
- **Other Possible Location(s)**: Montreal, Quebec; Toronto, Ontario
- **Job category**: Compliance Generalist/Multidiscipline
- **Job ID**: JR10023681
- **Job type**: Permanent Job

**Description**:
**Key Responsibilities**

Always within regulation and compliance requirements, the essential functions include:
**Digital Content Monitoring**:
Monitor, review, and approve websites and social media platforms (e.g., Facebook, LinkedIn, Instagram, Twitter) using tools such as SQWatcher and SunGard.

**Marketing & Communication Review**:
Participate in the end-to-end review and approval process for all marketing and communication materials, including advertisements, newsletters, articles, brochures, presentations, letters, stationery, co-op and donation requests, and trade names.

**Accreditation Support**:
Assist in obtaining accreditations from relevant bodies (e.g., Chambre de la Sécurité Financière, IQPF, Advocis) for dealer presentations at national conferences, roadshows, and training sessions to ensure advisors receive CE credits.

**CE Credit Management**:
Maintain and monitor CE credits using the CIRO Certs tool and the CSF platform.

**Record Keeping**:
Maintain detailed logs of all reviewed, approved, and rejected marketing and communication materials, websites, and social media content.

**Team Collaboration**:
Provide support to other staff members, demonstrating versatility and a multi-tasking approach.

**Stakeholder Communication**:
Communicate clearly and efficiently with advisors, internal departments, and external partners as needed.

**Project Involvement**:
Handle special projects and perform additional tasks as assigned.

**Continuous Improvement**:
Actively participate in daily continuous improvement initiatives using DMS and Lean management principles.

**Qualifications**
- Post-secondary education in Marketing, Communications, Compliance, or a related field;
- Canadian Securities Course (CSC or equivalent) required;
- Branch Manager’s supervisory course (or equivalent) required;
- Experience in a compliance or marketing review role, preferably in the financial services industry;
- Familiarity with regulatory bodies such as AMF, CIRO, CSF, IQPF, Advocis;
- Strong organizational and record-keeping skills;
- Excellent communication and interpersonal abilities;
- Proficiency in Microsoft Office 365 (Outlook, Word, Excel);
- Proficiency with monitoring tools like SQWatcher and SunGard is an asset.

**Invest in your talent by joining our team**:
See why so many people choose iA

**Company Overview**:
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.