Senior Investment Strategist

Overview

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.

Are you a Finance graduate passionate about investments, savings, and group retirement plans? Are you market-savvy and eager to work with dedicated colleagues serving a large-scale clientele? If so, read on!

You will be responsible for representing iA Financial Group to clients and consulting firms, and for advancing the investment offering within the sector.

• 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;

• 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)

This is a full-time, permanent role offering a bonus, benefits and pension plan. The base salary for this role ranges between $90, 000 - $105, 000 annually.