Consultant, Dealer Services

iA Groupe financier; Montreal; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Employee share purchase plan

Vacation, wellness, and personal dev. 

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group is seeking a Consultant, Dealer Services to optimize dealer performance through tailored support and strategic initiatives. You will build strong client relationships, analyze results, and implement actions that improve efficiency and sales outcomes.

The role emphasizes collaboration across dealer departments, conducting visits, and promoting product penetration while staying compliant with industry regulations.

Qualifications

• Strong knowledge of the sales process and dealership operations.
• Customer service mindset with professionalism and relationship-building skills.
• Autonomy, adaptability, organization, and a results-oriented approach.
• Proficiency with P.A.C.T.E./Lean and Unifie 2.0 systems.

Responsibilities

• Develop and implement dealer-specific action plans, analyze results, and recommend strategies to improve performance and efficiency.
• Plan and conduct dealer visits, present results, identify gaps, and follow up with clients and dealer departments.
• Build and maintain strong, long-term business relationships and identify opportunities, issues, and risks within client accounts.
• Support the onboarding and training of Financial Services Managers in products, compliance, and sales techniques.

Skills

Sales process

Dealership knowledge

Customer service

Autonomy

Tools

Unifie 2.0

P.A.C.T.E./Lean

Job description

Are you passionate about business development, supporting dealerships, and improving performance? As a Consultant, Dealer Services, you will play a key role in optimizing the performance of the dealers under your responsibility by providing tailored support, implementing effective strategies, and building strong, long-lasting business relationships.

This is a great opportunity to showcase your skills and reach your full potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.

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What you'll accomplish with us

As a Consultant, Dealer Services, you will be at the heart of our mission. Your main responsibilities will include:

• Develop and implement action plans tailored to dealers’ needs and objectives, analyze results, monitor progress, and recommend strategies to improve performance and operational efficiency.
• Plan and conduct dealer visits, present performance results and gaps, recommend appropriate adjustments, and ensure rigorous follow-up with clients and the various dealer departments.
• Develop and maintain strong, long-term business relationships, acting as a key point of contact, delivering outstanding customer service, and proactively identifying opportunities, issues, and risks within client accounts.
• Maximize the penetration and diversification of products and services, while staying informed of market activities, business opportunities, and competitive developments.
• Train and support Financial Services Managers on products, compliance, sales techniques, and corporate tools using the P.A.C.T.E./Lean approach, while also supporting the onboarding of new Financial Services Managers.
• Promote the effective use of Unifie 2.0 and ensure required administrative and compliance follow-ups, while collaborating closely with internal stakeholders.

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What could accelerate your success in this role

We are looking for someone who:

• Has in-depth knowledge of the sales process, the market, and the Financial Services Manager role, as well as a strong understanding of dealership operations and departments.
• Stands out for their customer service mindset, professionalism, diplomacy, and ability to build strong business relationships.
• Demonstrates strong autonomy, adaptability, organizational skills, rigour, and a results-oriented approach.
• Has strong abilities to set objectives, develop strategies, solve problems, and transfer knowledge in an effective and engaging manner.
• Has strong knowledge of P.A.C.T.E./Lean and Unifie 2.0, as well as systems used by dealerships.
• Has good knowledge of insurance and warranty products, financial institutions, and the regulations and legislation applicable to the industry.
• An advanced level of proficiency in French is mandatory for this position.

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Why you'll enjoy working with us

• A work environment where learning and development come together with a collective pursuit of excellence;
• Artificial intelligence is in everyone’s hands, helping increase personal efficiency and support the organization’s growth;
• A healthy, safe, equitable, and inclusive environment where everyone’s potential can thrive and develop freely;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

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• Employee share purchase plan
• Vacation, wellness, and personal development days
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And more!

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Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.