Dealer Services Consultant (Located in Regina)

Industrial Alliance Insurance and Financial Services Inc; Saskatoon; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive retirement savings plan

Employee share purchase plan

Wellness days

EFAP – Employee and Family Assistance

Job summary

Industrial Alliance Insurance and Financial Services Inc is seeking a Dealer Services Consultant (located in Regina) to enhance dealer office performance. You will promote the PACT/Lean method, tailor action plans, and build strong relationships with dealers while delivering training on iA products and compliance.

You’ll visit dealers, review performance, suggest improvements, and help expand product penetration while collaborating with cross‑functional teams to meet regulatory and regional

Qualifications

• Understanding of the sales process within a dealership context.
• Knowledge of dealership operations and workflows.
• Strong client service orientation and relationship-building skills.

Responsibilities

• Develop tailored action plans based on dealer needs and objectives, including sales targets and performance metrics.
• Prepare and conduct dealer visits aligned with segmentation requirements and review performance against plans.
• Build and maintain strong, long-term relationships; serve as main contact for clients and address requests and issues.
• Help maximize product and service penetration; monitor market and competitor activities and report insights.
• Provide training to Financial Service Managers on products, compliance, and sales techniques.
• Coordinate training needs and promote classroom sessions to develop autonomy among managers.
• Support deployment and use of Unifi 2.0; plan in-dealership training and monitor performance.
• Collaborate across departments to support dealer operations, remittances, and compliance with regional requirements.
• Complete visit reports and required administrative tasks within deadlines.

Skills

Sales process understanding

Dealership operations knowledge

Client service orientation

Tools

Unifi

Dealertrack

Equifax

Job description

Dealer Services Consultant (Located in Regina)

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

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.