Client Solutions Associate Director iA Financial
13 hours ago
Québec City, Quebec, Canada
iA Financial Group (Industrial Alliance)
Full-time
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Drive successful client engagement at iA Global Asset Management as an Associate Director focusing on Investment Strategy and Client Solutions. This role encompasses portfolio management and strategic communication.
In this role, you will serve as a vital link between iA's investment capabilities and client needs. Your insights will shape effective investment strategies while working with various teams to create impactful communications. This position supports business growth and client retention through responsive engagement and detailed analysis.
Key Responsibilities
â€
¢ Support client and consultant meetings with investment insights â€
¢ Develop, review, and update client-facing investment materials â€
¢ Partner with teams on business development strategies â€
¢ Coordinate and maintain institutional databases â€
¢ Facilitate efficient communication across multiple departments
Requirements:
â€
¢ Degree in finance, business admin, or related field â€
¢ 5-10 years in asset management or consulting â€
¢ In-depth knowledge of investment products â€
¢ Strong analytical and organizational skills â€
¢ Fluent in both French and English Enhance client satisfaction and support strategic growth at iA Global Asset Management.
Key Responsibilities
â€
¢ Support client and consultant meetings with investment insights â€
¢ Develop, review, and update client-facing investment materials â€
¢ Partner with teams on business development strategies â€
¢ Coordinate and maintain institutional databases â€
¢ Facilitate efficient communication across multiple departments
Requirements:
â€
¢ Degree in finance, business admin, or related field â€
¢ 5-10 years in asset management or consulting â€
¢ In-depth knowledge of investment products â€
¢ Strong analytical and organizational skills â€
¢ Fluent in both French and English Enhance client satisfaction and support strategic growth at iA Global Asset Management.