Associate, Product Analysis

6 days ago

Toronto, Ontario, Canada iA Financial Group Full time $60,000 - $90,000 per year
Job DescriptionBuild the future with us Are you passionate about financial markets and eager to shape innovative portfolio solutions? Join us as an Associate – Product Analysis & Portfolio Strategy, where you'll play a pivotal role in enhancing client outcomes through strategic investment insights and collaborative portfolio design. This is your opportunity to grow within a company that values trust, development, and innovation. At iA Wealth, people are at the heart of everything we do—fostering a culture of collaboration and continuous learning.What you'll accomplish with us As an Associate, you'll be at the core of our mission. Your key responsibilities will include:
  • Supporting the creation and management of portfolios within the Elite UMA platform.
  • Conducting product, market, and manager analysis to identify trends, opportunities, and risks.
  • Collaborating with the Director, Product Advisory and Portfolio Strategy to refine portfolio construction frameworks.
  • Assisting advisors in implementing recommended strategies to improve client outcomes.
  • Preparing research, presentations, and commentary on portfolio positioning and product solutions.
What could accelerate your success in this role We're looking for someone who:
  • Has 2–3 years of experience in asset management, wealth management, or financial services.
  • Holds a Bachelor's degree in Finance, Economics, Business, or a related field.
  • Demonstrates excellent analytical and quantitative skills.
  • Is proficient in Microsoft Excel, PowerPoint, and financial analysis tools like Morningstar, Bloomberg, or FactSet.
  • Communicates effectively and collaborates well with internal teams and advisors.
  • Shows strong interest in financial markets, investment products, and portfolio strategy.
  • Is progressing toward a CFA designation or similar investment-related credential.
Why you'll love working with us
  • A work environment that blends learning and development with a shared pursuit of excellence.
  • A healthy, safe, inclusive space where your potential can thrive.
  • Hybrid work flexibility and access to inspiring workspaces.
  • Competitive benefits including flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, ergonomic support, performance bonuses, and discounts on iA products.
Apply now and get ahead in your career—where your talent truly belongs Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—your place might be with us, and we'd love to get to know youLocation(s)Toronto, OntarioOther Possible Location(s)
CompanyiA Private Wealth Inc.Posting End Date 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.

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.

* iA Financial group includes of 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.

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