Dealer Services Consultant (Located in Regina)

iA Financial Group; Saskatoon; Hybrid; CAD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Zusammenfassung

iA Financial Group in Saskatoon is seeking a Dealer Services Consultant to improve dealer office performance by applying the PACT/Lean method, providing tailored support and building strong client relationships as the primary contact for dealers.

You will develop action plans, conduct dealer visits, train Financial Service Managers, coordinate training needs, and support Unifi 2.0 deployment, while ensuring compliance, timely reporting and cross‑functional collaboration in a hybrid work

Qualifikationen

• Deep understanding of the sales process and dealership operations.
• Familiar with dealership systems such as Unifi, Dealertrack and Equifax.
• Ability to set objectives, develop strategies and transfer knowledge.
• Organized, collaborative, client-service oriented with strong communication.

Aufgaben

• Develop tailored action plans based on dealer needs and objectives.
• Prepare and conduct dealer visits; review performance and identify improvements.
• Build long-term relationships as main client contact and address requests.
• Provide training to Financial Service Managers on PACT/Lean, products, and compliance.
• Support Unifi 2.0 deployment and in-dealership training.
• Complete visit reports and administrative tasks on schedule.

Kenntnisse

Dealership operations

Sales process

Client relationships

Training delivery

Cross-functional collaboration

Unifi knowledge

Tools

Unifi

Dealertrack

Equifax

Jobbeschreibung

Build the future with us Are you driven by client service, business performance and the opportunity to build strong, long-term business relationships? As a Dealer Services Consultant, you will play a key role in improving business office performance by promoting the PACT/Lean method to assigned dealers, providing tailored support and helping optimize their performance. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

• Develop tailored action plans based on dealer needs and objectives, including sales targets, F&I performance, sales strategies and follow-up measures
• Prepare and conduct dealer visits according to segmentation requirements, review performance against business plans and previous results, and identify opportunities for improvement and corrective measures
• Build and maintain strong, long-term business relationships, act as the main point of contact for clients and provide excellent service by addressing requests, issues and outstanding claim matters
• Help maximize product and service penetration, monitor market and competitor activities, and share relevant information with the appropriate managers
• Provide individual training to Financial Service Managers using the PACT/Lean method, including training on iA products, compliance and sales techniques, and follow up on identified development needs
• Support the integration and development of Financial Service Managers by coordinating training needs, promoting classroom training, facilitating required access and helping them become autonomous
• Support the deployment and effective use of Unifi 2.0 by preparing action plans, planning in-dealership training, ensuring understanding of the platform and monitoring performance
• Contribute to effective dealer operations through cross-functional collaboration, support for hiring activities within the scope of the role, follow-up on remittances and receivables, and compliance with regional requirements
• Complete visit reports, required administrative tasks, reports and weekly expense accounts within established deadlines, while collaborating with iA Dealer Services stakeholders and complying with the Company’s Code of Business Conduct.

What could accelerate your success in this role

• Has a deep understanding of the sales process, business office operations and dealership operations
• Is familiar with dealership systems such as Unifi, Dealertrack and Equifax, and can effectively use relevant software applications
• Understands financial institutions, including credit applications and credit refusals, as well as applicable industry regulations and legislation
• Can set objectives, develop strategies, solve a variety of problems and transfer knowledge and skills in an educational way
• Demonstrates adaptability, resourcefulness, rigour, discretion, sound judgment and a strong, professional work ethic
• Is client-service and results oriented, with strong interpersonal skills, diplomacy and tact
• Is organized, disciplined, self-motivated and collaborative, with a strong sense of priorities and pedagogy

Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence; AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive Benefits

• Flexible group insurance plans
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program, wellness days, and personal development days
• Telemedicine services
• Employee and Family Assistance Program (EFAP)
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And much more!

Location(s) Saskatoon / 510 Cope Way Other Possible Location(s) Company iA Financial Group Posting End Date 2026-11-06

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.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.