Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
Hybride · Québec
Process confidential client documentation for account updates and redemptions, resolve complex issues, and communicate with clients and colleagues through multiple channels. Support branch operations by maintaining client databases and reports, assisting advisors with collaboration tools, automating repetitive tasks, and contributing to process improvement and employee onboarding.
Hybride · Québec
Develop low-code, automation, and AI solutions, and help design and implement business efficiency initiatives. Guide managers and stakeholders through process optimization, promote an agile improvement culture, share effective practices, and track performance indicators.
Hybride · Vancouver
Conduct branch reviews, identify compliance gaps and business risks, recommend practical corrective actions, and monitor their implementation. Coach and advise representatives and their teams, prepare clear reports, collaborate with audit and regional compliance leaders, and contribute to head-office projects.
Hybride · Vancouver
Maintain and apply compliance policies across advisor offices, review and approve new accounts, and supervise transactions, recommendations, and registered activities for regulatory compliance. Identify and escalate cases requiring further review or corrective action, while providing practical guidance and training to advisors and field teams.