iA Financial Group operates a large, regulated financial services business across insurance and wealth management in Canada and the US. The tech stack is enterprise-standard (Salesforce, Azure, AWS, Oracle ERP Cloud, Databricks, ServiceNow) with active migration away from on-premise Exchange and older Oracle ERP systems — typical of legacy financial institutions moving toward cloud and modular architecture. Hiring velocity is accelerating across finance, sales, and operations, while engineering and data teams remain small relative to the organization size, reflecting a traditionally advice-led, distribution-focused business model.
Notable leadership hires: Branch Director, Taxation Deputy Director, Director Strategy Performance, Director, Business Solutions Director
iA Financial Group is one of Canada's largest insurance and wealth management groups, publicly listed on the Toronto Stock Exchange (IAG, IAF). Founded in 1892, the company serves individual and institutional clients across Canada and the United States through a network of advisors and direct channels. With 5,001–10,000 employees, the organization is structured around distribution (sales), underwriting (finance and ops), and risk management. Current priorities include new product development, advisor training, financial planning tool innovation, and optimization of dealer and sales performance across mass-market and high-net-worth segments.
Salesforce (core CRM), Salesforce Marketing Cloud, Microsoft 365 ecosystem (Teams, Outlook, SharePoint), Azure and AWS cloud infrastructure, Oracle ERP Cloud, Databricks for analytics, Power BI for reporting, ServiceNow for IT service management, and Adobe Creative Suite.
New product development, advisor training programs, financial planning calculator enhancements, sales performance optimization, and risk monitoring frameworks including emerging risk oversight and ORSA compliance reporting.
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