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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.
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
✓ Tailor your resumeApplicant 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