- Location
- Montreal / 1981 McGill College Avenue (37.5 Hrs), Canada · Toronto, Ontario
- Type
- Full-time
- Department
- IT
- Seniority
- Entry
- Experience
- 2+ years
- Closing date
- Today
- Source
- Workday
Description
Job Description
Associate, Structured Products
Build the future with us
Are you driven by the financial services and capital market and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Associate, Structured Products you will play a key role in supporting the structured notes business with a primary focus on reviewing structured notes documentation and transaction materials for accuracy, completeness, consistency, and alignment with approved product terms, internal requirements, and established processes.
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.
What you’ll accomplish with us
As an Associate, Structured Products you’ll be at the core of our mission.
Here are the main responsibilities:
Documentation Review and Quality Assurance: Review structured notes documentation and related transaction materials, including term sheets, offering documents, pricing supplements, internal summaries, and trade details, to ensure accuracy, completeness, consistency, and alignment with approved product terms and internal standards.
Transaction Support and Coordination: Support the transaction pipeline by coordinating documentation, setup, review steps, approvals, and follow-ups with internal teams and external issuer partners.
Data Integrity and Database Management: Maintain structured notes transaction data and ensure internal databases, trackers, and records accurately reflect reviewed documentation and final product terms.
Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by helping confirm product details, documentation status, and transaction information.
Operational Coordination: Coordinate with operations, compliance, legal, technology, and other internal partners to support transaction setup, onboarding, documentation workflows, and issue resolution.
Process Improvement: Identify opportunities to improve documentation review checklists, controls, workflow efficiency, data quality, and automation across the structured notes issuance process.
Product and Business Support: Assist with structured notes product information, internal reporting, and materials that support advisor education, product awareness, and distribution efforts.
What could accelerate your success in this role
We’re looking for someone who:
Has 2–4 years of experience in financial services, capital markets, structured finance, operations, compliance, legal documentation, or another role involving detailed review of financial, legal, or transactional documents
Has experience reviewing legal, financial, investment, or transactional documentation for accuracy, consistency, and completeness
Is recognized for their strong attention to detail and ability to review complex documents accurately and efficiently
Stands out for their strong interpersonal skills and ability to work collaboratively with internal teams and external partner
Is known for their interest in applying AI-enabled tools, checklists, and workflow improvements to support accurate, consistent, and efficient documentation review
Demonstrates strong strong understanding of financial markets and investment products, with an interest in structured note
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!
Location(s)
Montreal / 1981 McGill College AvenueOther Possible Location(s)
Toronto / 26 Wellington Street EastCompany
iA Private Wealth Inc.Posting End Date
2026-08-17Company 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.
