Analyste crédit

iA Financial Group; Montreal; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading financial services company in Montreal is seeking a detail-oriented Credit Analyst to evaluate and manage credit applications for RRSP and investment loans. The ideal candidate has a Bachelor’s degree in Business Administration, 2–3 years of experience, and strong analytical skills. Bilingual communication in English and French is required. Join a collaborative team and contribute to operational excellence.

Qualifications

• 2–3 years of relevant experience.
• Knowledge of transactional processes and systems in individual savings is an asset.
• Understanding of credit principles is an asset.
• Advanced knowledge of English required.

Responsibilities

• Analyze credit applications for RRSP and investment loans.
• Approve RRSP loan requests within authorized limits.
• Communicate credit decisions to advisors.
• Manage collections for delinquent accounts and transaction errors.
• Liaise with advisors and clients during collections process.
• Provide support to customer service and business lines.
• Train team members on specific tasks and processes.
• Maintain and update documentation, and create new materials.

Skills

Analytical skills

Attention to detail

Effective communication

Comfort with IT systems

Education

Bachelor’s degree in Business Administration

Job description

Job Description

Are you detail-oriented, resourceful, and known for your analytical rigor? Do you have a strong sense of customer service and enjoy working in a dynamic environment? If so, we have an exciting opportunity for you!

As aCredit Analyst, you’ll play a key role in evaluating and managing credit applications for RRSP and investment loans, while supporting advisors and clients throughout the process. You’ll be part of a collaborative team, contributing to operational excellence and helping shape the credit function with your insights and expertise.

Key Responsibilities:

• Analyze credit applications for RRSP and investment loans.

• Approve RRSP loan requests within authorized limits.

• Communicate credit decisions to advisors.

• Manage collections for delinquent accounts and transaction errors.

• Liaise with advisors and clients during the collections process.

• Provide support to customer service and business lines on credit and collections matters.

• Train team members on specific tasks and processes.

• Maintain and update documentation, and create new materials as needed.

What You Bring:

• Bachelor’s degree in Business Administration or equivalent.

• 2–3 years of relevant experience.

• Knowledge of transactional processes and systems in individual savings (an asset).

• Understanding of credit principles (an asset).

• Strong analytical skills, attention to detail, and effective communication.

• Comfort working with IT systems.

• An advanced knowledge of English is required, as the person will need to communicate in both French and English -via email, phone, and videoconference -with internal and external unilingual English-speaking teams on a daily basis.

Location(s) Québec, Québec Other Possible Location(s) Montreal, Quebec
Company

iA Financial Group

Posting End Date 2025-09-19 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.