iA Financial Group (Industrial Alliance)

Consultant Support Associate

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

  • Prepare and organize client‑facing documentation, reports, and meeting materials for consultants
  • Provide support with account openings, asset transfers, investment changes, and beneficiary updates
  • Ensure timely follow‑up on action items after meetings
  • Maintain accurate and up‑to‑date client records in CRM and financial planning systems
  • Handle complex or special cases and ensure follow‑up within established deadlines
  • Process participant requests in administrative systems
  • Respond to participant inquiries and provide information
  • Act as a point of contact for participant requests
  • Pre‑fill various forms and send them to participants
  • Support consultants in their personalized outreach efforts
  • Work closely with internal teams to ensure smooth execution of financial transactions
  • Identify opportunities to streamline workflows
  • Manage special projects for the team
  • Support internal audits and compliance

Requirements

  • 2+ years of experience in financial services, client service, or administrative support roles
  • Experience with group retirement plans, wealth management, insurance, or Salesforce is considered an asset
  • Strong organizational and administrative skills
  • Collaborative mindset and ease in building professional relationships
  • Strong communication and customer service skills
  • Attention to detail and accuracy when managing client records and documentation
  • Advanced level of English and French proficiency
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
Applicant Tracking System Keywords

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

Hard Skills & Tools
client-facing documentationfinancial planning systemsadministrative systemsworkflow streamliningaccount openingsasset transfersinvestment changesbeneficiary updatesform pre-fillinginternal audits
Soft Skills
organizational skillsadministrative skillscollaborative mindsetcommunication skillscustomer service skillsattention to detailrelationship buildingtimely follow-upproject managementproblem-solving