Dealer Services Consultant (Located in Regina)

IA Financial Services; Saskatoon; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Job summary

iA Financial Group seeks a Dealer Services Consultant to enhance dealer performance using the PACT/Lean method. You will tailor action plans, conduct dealer visits, and monitor outcomes to maximize product and service penetration while maintaining strong client relationships.

You will train Financial Service Managers on iA products, compliance, and sales techniques, and support their autonomous development within a collaborative, hybrid work environment.

Qualifications

• Understanding of the sales process and dealership operations.
• Familiarity with dealership systems and relevant software applications (Unifi, Dealertrack, Equifax).
• Ability to set objectives, develop strategies, and transfer knowledge effectively.
• Strong client-service orientation with professional communication skills.

Responsibilities

• Develop tailored action plans based on dealer needs and objectives.
• Prepare and conduct dealer visits, review performance, and identify improvement opportunities.
• Build and maintain long-term relationships and serve as main contact for clients.

Skills

Sales process understanding

Dealership systems knowledge

Client service orientation

Communication skills

Tools

Unifi

Dealertrack

Equifax

Job description

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

As a Dealer Services Consultant, you'll be at the core of our mission. Here are the main responsibilities:

• 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

We're looking for someone who:

• 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

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

Posting End Date 2026-11-06