Performance Specialist

iA Financial Group (Industrial Alliance); Dartmouth; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible group insurance

Pension plan

Stock purchase plan

Wellness/personal development days

Telemedicine

Employee assistance program

Job summary

iA Financial Group in Dartmouth, NS seeks a Performance Specialist to boost FSM performance through targeted training using Lean methodologies. You will conduct individual dealership visits, build strong relationships, and deliver tailored training on iA products, compliance, and sales techniques.

Group training and onboarding support, with ongoing performance monitoring, are key components of the role. You will analyze sales data (UniFI) to identify development needs, update Salesforce visit

Qualifications

• Strong analytical capability to interpret sales data.
• Excellent communication and interpersonal abilities.
• Familiarity with Lean methodology and performance improvement techniques.
• Knowledge of systems used by retailers (UniFI, UniFI 2.0, Dealertrack, Equifax).

Responsibilities

• Prepare visits and analyze sales data to identify development needs.
• Build relationships with FSMs and deliver tailored training on iA products and sales techniques.
• Conduct group and individual training sessions (classroom and virtual).
• Update Salesforce visit reports and perform follow-ups for priority accounts.
• Onboard new FSMs with coaching and monitor performance weekly.
• Maintain training materials and submit required management reports.

Skills

Analytical skills

Communication

Lean methodology

Retail systems knowledge

Tools

UniFI

UniFI 2.0

Dealertrack

Equifax

Job description

Job Description

Performance Specialist

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Build the future with us

Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Performance Specialist, you will play a key role in increasing the performance of Financial Service Managers through training delivered individually or in groups, using our Lean methodology.

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.

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What you’ll accomplish with us

As a Performance Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

Individual Training and Dealership Visits

• Prepare visits thoroughly:

• Obtain and analyze sales data (UniFI) to identify FSM development needs.

• Discuss FSM requirements based on PACT/Lean and retailer objectives with the Consultant.

• Conduct dealership visits:

• Build strong, trustworthy relationships with FSMs to facilitate training.

• Deliver tailored individual training on iA products, compliance, sales techniques, and handling non-met clients or credit refusals.

• Use varied methods (role-playing, listening to recordings, attending client meetings) to identify areas for improvement and provide constructive feedback.

• Promote the use of corporate tools and systems.

• Follow-up after visits:

• Update visit reports in Salesforce and share with all relevant parties.

• Perform targeted follow-ups (calls, emails, performance analysis) for priority accounts.

Group Training

• Deliver classroom and virtual training using iA Dealer Services material.

• Ensure sessions are professional, engaging, and adapted to participant needs.

• Maintain participant interest and ensure understanding of content.

• Promote consistency in teaching methods and adherence to compliance standards.

• Collect attendance records and forward to the responsible manage

Integration of new FSM

• Assist new FSMs with onboarding and one-on-one coaching:

• Office setup, tools, forms, software, and administrative processes.

• Role-playing and practical exercises.

• Monitor performance regularly (weekly calls) and provide corrective actions if needed.

• Ensure compliance and completion of training logbooks.

Administrative tasks

• Maintain training materials up to date.

• Prepare and submit reports required by management.

• Inform the Performance Manager of any issues that could impact client relationships or compliance.

• Notify the Performance Manager of schedule changes to ensure optimal coverage.

• Submit expense reports weekly and attend meetings as requested.

• Act professionally and in compliance with the Company’s Code of Business Conduct.

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What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strong analytical skills for interpreting sales data

• Stands out for their excellent communication and interpersonal abilities

• Demonstrates extensive knowledge of the market and operations of a business office

• Is recognized for their familiarity with Lean methodology and performance improvement techniques

• Knowledge of systems used by retailers (UniFI, UniFI 2.0, Dealertrack, Equifax, etc.)

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Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;

• 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, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

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Location(s)

Dartmouth / 238 Brownlow Avenue

Company

iA Financial Group

Posting End Date

2026-10-30

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 your team will be happy to assist you with your needs.