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iA Financial Group (Industrial Alliance)

Student – Associate, Consultant Support

iA Financial Group (Industrial Alliance)

Administrative support role for consultants at iA Financial Group, contributing to client documentation and operational efficiency. Ideal for students pursuing related fields in a hybrid environment.

Posted 5/13/2026internshipMontreal • 🇨🇦 CanadaEntry Level💰 CA$23 - CA$30 per hourWebsite

About the role

Key responsibilities & impact
  • Prepare and organize client documentation, reports, and meeting documents for consultants
  • Provide assistance in processing account openings, asset transfers, changes in investments, and beneficiary updates
  • Ensure the accuracy and updating of client records in CRM and financial planning software
  • Process participant requests in administrative systems
  • Ensure operational efficiency and process improvement

Requirements

What you’ll need
  • Currently studying at the college or university in a related field
  • Recognized for collaboration within a team
  • Stands out for organizational and administrative skills
  • Able to manage multiple tasks effectively
  • Strong sense of analysis
  • Proficiency in French and advanced English
  • Knowledge of group retirement plans, wealth management, or insurance field (asset)
  • Proficiency in Microsoft Office and CRM platforms, such as Salesforce (asset)

Benefits

Comp & perks
  • Access to internal training
  • Mentoring
  • Involvement in real projects
  • Flexible schedules adapted to studies
  • Rewarding experience for your professional journey

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
administrative skillsorganizational skillsanalytical skillsproficiency in Frenchproficiency in Englishknowledge of group retirement plansknowledge of wealth managementknowledge of insurance
Soft Skills
collaborationtask management