Consultant, Dealer Services

IA Financial Services; Montreal; Hybrid; CAD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Flexible benefits package

Pension plan

Employee share purchase plan

Wellness and personal development days

Telemedicine

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Zusammenfassung

iA Financial Group is seeking a Consultant, Dealer Services in a hybrid role in Canada (Montreal area) to optimize dealer performance. You will develop tailored action plans, conduct dealer visits, and foster long-term client relationships while promoting Unifie 2.0 and Lean practices.

The role emphasizes strong knowledge of dealership operations, a client-service mindset, and the ability to work autonomously, with a focus on French language proficiency and cross-functional collaboration.

Qualifikationen

• Demonstrated knowledge of dealership operations and departments.
• Strong customer service mindset, professionalism, diplomacy.
• Ability to build long-term business relationships and manage client accounts.
• Autonomous, adaptable, well-organized, rigorous, and results-driven.
• Ability to set objectives, develop strategies, and transfer knowledge effectively.
• Familiarity with P.A.C.T.E./Lean and Unifie 2.0 systems.
• Knowledge of insurance and warranty products, financial institutions, and applicable regulations.

Aufgaben

• Develop and implement action plans tailored to dealers' needs; analyze results and monitor progress.
• Plan and conduct dealer visits; present performance results; recommend adjustments; follow up with clients and departments.
• Develop and maintain strong, long-term relationships; deliver outstanding service and identify opportunities, issues, and risks.
• Maximize product and service penetration; stay informed of market activity and opportunities.
• Train and support Financial Services Managers on products, compliance, sales techniques, and tools; onboard new managers.
• Promote use of Unifie 2.0 and ensure administrative/compliance follow-ups; collaborate with internal stakeholders.

Kenntnisse

Dealership ops

Relationship building

Customer service

Autonomy

Strategy development

Tools

Unifie 2.0

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

Jobbeschreibung

Build the future with us

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.

What you'll accomplish with us

• 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.

What could accelerate your success in this role

• 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.

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.

Competitive benefits

• Flexible group insurance
• Competitive pension plan
• Employee share purchase plan
• Vacation, wellness, and personal development days
• Telemedicine
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products

And more!

Location(s)

Brossard / 1000 rue Du Lux

Company

iA Financial Group

Posting End Date

2026-11-17

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 Uni