Associate Structured Products Requisition

iA Financial Group•Montreal, QC

1d•CA$85,000 - CA$110,000•Hybrid

About The Position

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.

Requirements

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
Experience reviewing legal, financial, investment, or transactional documentation for accuracy, consistency, and completeness
Strong attention to detail and ability to review complex documents accurately and efficiently
Strong interpersonal skills and ability to work collaboratively with internal teams and external partners
Interest in applying AI-enabled tools, checklists, and workflow improvements to support accurate, consistent, and efficient documentation review
Strong understanding of financial markets and investment products, with an interest in structured notes

Responsibilities

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.
Support the transaction pipeline by coordinating documentation, setup, review steps, approvals, and follow-ups with internal teams and external issuer partners.
Maintain structured notes transaction data and ensure internal databases, trackers, and records accurately reflect reviewed documentation and final product terms.
Support responses to advisor and internal stakeholder inquiries by helping confirm product details, documentation status, and transaction information.
Coordinate with operations, compliance, legal, technology, and other internal partners to support transaction setup, onboarding, documentation workflows, and issue resolution.
Identify opportunities to improve documentation review checklists, controls, workflow efficiency, data quality, and automation across the structured notes issuance process.
Assist with structured notes product information, internal reporting, and materials that support advisor education, product awareness, and distribution efforts.