Build the future with us
Are you driven by delivering clear, impactful communication that supports strong client relationships in the wealth management industry, and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Sales Communication Analyst, you will play a key role in supporting our national network of investment advisors by crafting high‑quality sales communications that reinforce our advisory services, promote our value proposition, and enhance the client experience across Canada.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. You will be contributing to an established and growing Canadian firm—iA Private Wealth Inc., a member of iA Financial Group—offering comprehensive, tailored wealth management solutions, supported by experienced leadership committed to professionalism and the highest industry standards.
What you’ll accomplish with us
As a Sales Communication Analyst, you’ll be at the core of our mission. Here are the main responsibilities:
Conduct independent research, analyze moderately complex issues, and formulate well‑reasoned conclusions and recommendations using sound judgment.
Identify proactively actual and potential violations of regulatory requirements, internal policies and procedures, or other compliance‑related risk situations.
Execute compliance review procedures in a high‑quality, risk‑based manner, follow up with appropriate actions, and communicate with advisors in a timely and professional way to provide clear direction on corrective measures.
Maintain complete and accurate records for future review by Regulators and Internal Audit, and forward required material to the Marketing department for production and delivery.
Participate in special projects requiring compliance expertise, including the review and updating of the Compliance Manual.
Stay current on regulatory changes and industry developments by reviewing publications, participating in industry associations, and engaging in employee development initiatives.
Perform additional duties and projects as assigned, including acting as backup for team members when needed.
What could accelerate your success in this role
We’re looking for someone who:
Thorough knowledge and understanding of the firm’s compliance policies & procedures and the practical application of relevant provincial securities and SRO (IIROC, Exchanges) rules and regulations and other applicable regulatory requirements.
Good understanding of the firm’s business practices, organizational structure and general policies & procedures.
Strong written and verbal business communication skills.
Good knowledge of software applications (including Word, Excel and Power Point), the internet and social media.
Strong analytical skills and a keen eye for detail.
Capable of simultaneously handling multiple tasks and meeting stringent deadlines.
Able to recognize and handle sensitive and confidential information.
Self-motivated, confident and capable of working both independently and in a team environment.
Superior planning, organizational and time-management skills.
College diploma or University degree.
As a minimum, (working towards) successful completion of the CSC, Completion of the Conduct and Practices Course within 6 months of hire, and completion of IDSC or equivalent within 1 year of hire if not already passed, as well as 1 or more years working in the financial services industry, preferably in a similar role.
Advanced level of English proficiency, as the role involves the daily use of English in meetings and presentations to clients, as well as to communicating with internal colleagues.
Why you’ll love working with us
A work environment where learning and development merge with a collective pursuit of excellence.
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
Apply now and get ahead of your career, where your talent really 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 want to get to know you!
The typical hiring range for this position is between $56 000 and $80 000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
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.
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.