Agency Support Representative (Dorval)

IA Financial Services; Montreal; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive benefits

35-hour work week

On-site position

Job summary

iA Financial Group in Dorval is seeking an Agency Support Representative to assist clients, sales reps, and leadership with professional, coordinated support.

The role emphasizes client service and administration, including contracting, onboarding, integration, and offboarding, with a stable 35-hour work week and on-site operations.

Fluent French is required, with intermediate English, and daily collaboration with internal partners ensures smooth agency operations.

Qualifications

• Must provide outstanding customer service to clients and the sales force.
• Strong communication and interpersonal skills are essential.
• Proactive attitude with high motivation and team orientation.

Responsibilities

• Welcome and assist clients and sales representatives in person and over the phone.
• Coordinate with the sales force and Career Support and Service Centre, routing requests to specialists.
• Provide administrative support: contracting, onboarding, integration, offboarding of advisors.
• Assist Agency Director with calendar management, meeting prep, and reporting.
• Help manage facilities, mail, office supplies, and document agency processes.

Skills

Customer service

Sales support

Communication

Interpersonal skills

Proactive attitude

Attention to detail

Independent

French proficiency

English proficiency

Job description

Job Description

Agency Support Representative (Dorval)

Build Your Future With Us

Are you passionate about client service and sales support? Would you like to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

As an Agency Support Representative (Dorval) , you will play a key role in the smooth operation of Career agencies by providing comprehensive, coordinated, and professional support to clients, the sales force, and the leadership team. This position offers an excellent opportunity to showcase your interpersonal and administrative skills while growing in a dynamic, evolving environment. At iA, people and their development are at the heart of everything we do, fostering a culture of collaboration, trust, and continuous improvement.

What You Will Accomplish With Us

• Welcome and assist clients and sales representatives, both in person and over the phone, while providing professional and courteous service
• Ensure effective communication and collaboration with the sales force and the Career Support and Service Centre, directing requests to the appropriate specialists when needed
• Provide administrative and operational support to the sales force, including activities related to advisor contracting, onboarding, integration, and offboarding
• Support the Agency Director with activity coordination, calendar management, meeting preparation, report compilation, and the implementation of new administrative processes
• Contribute positively to agency operations by helping manage facilities, mail, office supplies, and by documenting processes and tasks related to agency activities

What Could Help You Succeed in This Role

• Is recognized for providing outstanding customer service and for understanding the needs of both clients and the sales force
• Demonstrates strong communication and interpersonal skills
• Exhibits a proactive attitude, high motivation, and a positive team-oriented mindset
• Works independently, demonstrates attention to detail, and adapts easily in a changing environment
• Has relevant experience in administration, office support, or a related field
• Is fully proficient in French (spoken and written) and able to communicate professionally and confidently with clients, advisors, and internal partners
• Has an intermediate level of English proficiency , as the person in this role will be required to interact on a regular basis with English-speaking internal and external partners as part of their responsibilities

Why You'll Love Working With Us

• A dynamic, people-focused, and evolving work environment where your contribution truly makes a difference
• A healthy, safe, equitable, and inclusive workplace that promotes collaboration and respect
• An on-site position at the heart of agency operations, with a stable 35-hour work week from Monday to Friday, along with tailored training to support your integration and development
• Competitive benefits, including a permanent on

Location(s)

Dorval / 2020 route Transcanadienne

Company

iA Financial Group

Posting End Date

2026-10-31

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 our team will be happy to assist you with your needs.