Job DescriptionAssociate, Structured Products 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 roleWe'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!
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 85 000 and 110 000 CAD per year + discretionary bonus ; 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.
Location(s)Montreal / 1981 McGill College Avenue
Other Possible Location(s)Toronto / 26 Wellington Street East
CompanyiA Private Wealth Inc.
Posting End Date2026-08-17
