Consultant, Dealer Services

iA Financial Group (Industrial Alliance); Montreal; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Employee share purchase plan

Vacation, wellness, and personal days

Telemedicine

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group (Industrial Alliance) is seeking a Consultant, Dealer Services to optimize dealer performance through tailored support, strategic planning, and strong client relationships. The role focuses on visits, results analysis, and proactive issue resolution, with emphasis on trust and collaboration within our organization.

The position requires a deep understanding of dealership operations and a customer-service mindset, plus advanced French language skills.

Qualifications

• Experience in driving dealer performance and customer service excellence.
• Ability to analyze results, plan visits, and adjust strategies.
• Strong communication and relationship-building skills in a client-facing role.

Responsibilities

• Develop action plans tailored to dealers’ needs and monitor progress.
• Plan dealer visits and present performance results with follow-ups.
• Build long-term relationships and identify opportunities, issues, and risks within client accounts.
• Promote cross-sell of products and services and stay informed on market developments.
• Train Financial Services Managers on products, compliance, and sales techniques.

Skills

Sales process knowledge

Customer relationship building

Autonomy and adaptability

French language proficiency

Tools

Unifie 2.0

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

Job description

Description

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

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.

______________________________________________________________________________

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.

______________________________________________________________________________

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!

______________________________________________________________________________