Distribution Support Specialist

iA Groupe financier; Calgary; Hybrid; CAD 65,000 - 92,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive retirement plan

Employee share purchase plan

EFAP (Employee and Family Assistance)

Job summary

iA Financial Group is seeking a Distribution Support Specialist to provide administrative and operational support to its distribution channels, including advisors and consultants. You will help reduce administrative complexity and enable sales teams to focus on relations and growth.

Reporting to the Regional Distribution Vice-President, Western Canada, you will support group insurance and group savings operations with a focus on a responsive advisor experience and standardized processes within a

Qualifications

• Minimum 5 years of relevant experience in group insurance, group retirement, distribution support, sales support, or related administration.
• Post-secondary education in administration, business, customer service, or related field, or equivalent experience.
• Fluent in French and English, both written and spoken.

Responsibilities

• Provide administrative and operational support to advisors, Account Executives, and sales teams, including onboarding, licensing, contracting, and commissioning inquiries.
• Coordinate resolution of advisor inquiries and distribution-related requests with internal partners, ensuring follow-up and clear communication.
• Support sales and business development through coordinating presentations, events, and distribution initiatives.
• Partner with Account Executives and leaders to improve the advisor experience and drive a consistent national service approach.
• Contribute to process improvements, documentation, and tracking of priorities in regular team meetings.

Skills

Organizational skills

Interpersonal collaboration

Judgment & problem-solving

Distribution-channel mindset

MS Office (Excel, Word, PowerPoint)

CRM, reporting, workflow tools

Bilingual French & English

Education

Post-secondary education in administration/business/customer service

Tools

CRM tools

Reporting tools

Workflow management tools

Job description

• Job category: Customer Service and Administrative Support

Are you driven by supporting strong distribution partnerships and operational excellence and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Distribution Support Specialist, you will play a key role in providing administrative, operational, and coordination support to distribution channels, including advisors and consultants, while helping improve responsiveness and the overall advisor experience.

Reporting to the Regional Distribution Vice-President, this individual will directly support the Regional Vice-President of Western Canada for both Group Insurance and Group Savings and Retirement. You will help reduce administrative complexity, improve operational efficiency, and enable Account Executives and sales teams to focus on advisor relationships and business growth.

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 Distribution Support Specialist, you'll be at the core of our mission. Here are the main responsibilities:

• Provide administrative and operational support to advisors, Account Executives, and sales teams by coordinating advisor-related activities, requests, and operational requirements, including advisor onboarding, licensing and contracting activities, commission-related inquiries, access management, and advisor profile maintenance.
• Coordinate the resolution of advisor inquiries, operational issues, and distribution-related requests by working closely with internal partners and ensuring appropriate follow-up and communication.
• Support sales and business development activities through the coordination of presentations, finalist meetings, advisor events, roadshows, sales reporting, and other distribution initiatives.
• Partner with Account Executives and distribution leaders to enhance the advisor experience, support advisor retention efforts, and contribute to a responsive and consistent distribution support model, including communicating directly with external stakeholders when required.
• Contribute to the ongoing improvement, standardization, and documentation of processes, tools, and operating practices. Track assigned work, priorities, and follow-ups, and participate in regular DMS meetings with colleagues supporting other regions to share best practices and contribute to a consistent national service approach.

What could accelerate your success in this role

We're looking for someone who:

• Is known for their strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Stands out for their strong interpersonal and collaboration skills and ability to work effectively with both internal and external partners.
• Demonstrates strong judgment, problem-solving skills, and a proactive, continuous improvement mindset.
• Is recognized for their distribution-channel-focused mindset and commitment to delivering a high-quality support experience for advisors, consultants, and internal sales partners.
• Has a minimum of 5 years of relevant experience in group insurance, group retirement, distribution support, sales support, administration, or a related environment, along with a good understanding of group benefits and/or group savings and retirement operations.
• Has post-secondary education in administration, business, customer service, or a related field, or an equivalent combination of education and experience.
• Demonstrates strong proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint. Experience working with CRM, reporting, and workflow management tools is considered an asset.
• Is bilingual in French and English, both written and spoken, as the role involves regular communication and collaboration with internal and external stakeholders.

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!

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.