Administrator, Advantage +

Investia Financial Services Inc.; Toronto; Ibrido; CAD 48.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible group insurance

Pension plan

Stock purchase plan

Vacation days

Wellness/personal development days

Telemedicine

Employee assistance program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Descrizione del lavoro

iA Financial Group in Toronto is seeking an Administrator for Group Savings and Retirement (Advantage +). You will process client requests, communicate with clients and partners, and prepare reports and tax slips while ensuring accuracy and regulatory compliance.

The role emphasizes attention to detail, teamwork, and a client-first mindset, with a hybrid work environment and competitive benefits. English proficiency is required for daily communications and documentation.

Competenze

• Attention to detail is essential.
• Strong knowledge of the MS Office suite.
• Excellent communication skills and adaptability.
• Demonstrates strong teamwork and client-first mindset.
• Knowledge of group savings and retirement products is preferred.
• Intermediate English for analyzing complex files and communicating with English-speaking clients.

Mansioni

• Process client requests using established systems and tools.
• Communicate with clients and partners by email and phone, providing high-quality service.
• Analyze straightforward requests and escalate when needed to a specialist.
• Meet financial deadlines and comply with policies and regulations.
• Prepare reports and tax slips for clients and authorities, and perform accounting entries.
• Perform peer-review nonfinancial transactions for accuracy.

Conoscenze

Attention to detail

Office suite

Communication skills

Team spirit

Client-first mindset

Group savings knowledge

English proficiency

Descrizione del lavoro

Job Description

Build the future with us

Are you passionate about group, savings and retirement sector and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As an administrator, you will play a key role in processing our client’s requests and transactions.

This position offers a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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What you’ll accomplish with us

As an administrator, Group Savings and retirement (Advantage +), you’ll be at the core of our mission. Your main responsibilities will include:

• Process client requests using the established systems and tools
• Communicate verbally and in writing with our clients and partners, providing high-quality customer service (requests and follow-ups)
• Analyze straightforward requests and seek assistance from a specialist when required
• Meet financial deadlines and comply with applicable policies, rules, and regulations
• Prepare various reports and tax slips for clients and authorities, and perform accounting entries
• Perform peer-review nonfinancial transactions for accuracy

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What could accelerate your success in this role

We’re looking for someone who:

• Is known for attention to detail
• Is recognized for their good knowledge of the Office suite
• Stands out for strong communication skills and a good adaptability
• Demonstrates excellent team spirit
• Demonstrates a client-first mindset and strong customer service skills
• Has knowledge of group savings and retirement products
• Has intermediate knowledge of English, as the role involves analyzing complex files, reading and writing notes and documentation in English and communicating with unilingual English-speaking clients via email on a daily basis.

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Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive 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!

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The typical hiring range for this position is between $47 544 and $68 329 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Quebec / 1080, Grande Allee WestMontreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date

2026-10-22

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from your team will be happy to assist you with your needs.