iA Financial Group (Industrial Alliance)

Internal Sales Specialist

iA Financial Group (Industrial Alliance)

full-time

Posted on:

Location Type: Hybrid

Location: Québec • Canada

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Salary

💰 CA$47,544 - CA$68,329 per year

About the role

  • Providing accurate and efficient administrative and sales support to advisors and internal teams
  • Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams
  • Managing, maintaining, and distributing sales concepts, tools, and presentations related to investment solutions
  • Supporting advisor engagement and development by onboarding advisors
  • Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility
  • Producing customized lists of advisors, partners, and sales contacts

Requirements

  • Strong customer‑service orientation
  • Excellent organizational skills
  • High level of accuracy
  • Post‑secondary education in administration, finance, investments, or a related field
  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to use digital platforms such as Constant Contact or equivalent tools
  • Strong ability to prioritize effectively
  • Adapt to constant change and deliver precise work in a fast‑paced environment
  • Experience with sales tools, case‑management systems, and CRM platforms (e.g., EVO, Document Centre, My Clients, Business Tracker, WebArch, Workflow, FASAT / Salesforce, Microsoft Teams)
  • Experience in the insurance and/or investment industry, or in a support role related to these sectors is considered an asset
  • Hands‑on experience working with advisor networks and sales teams
  • Advanced level of proficiency in English
  • Advanced level of proficiency in French
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!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrative supportsales supportsales analysisreportingonboardingcustomer serviceorganizational skillsaccuracyproficiency in Microsoft Officesales tools
Soft Skills
customer service orientationorganizational skillsability to prioritizeadaptabilityattention to detailcommunication skillsteam collaborationproblem-solvingtime managementinterpersonal skills