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iA Private Wealth
A Customer Service Representative — Advisor Relations is a client-facing role at iA Financial Group focused on ensuring advisors and their clients feel confident and secure about their financial relationships. Reporting to the Advisor Relations Supervisor, the role embodies the company’s values and supports advisor satisfaction and retention through expert, empathetic service.
iA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Private Wealth.
iA Private Wealth didn’t post a salary, so this is our estimate from similar listings.
iA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
