Regional Assistant

iA Financial Group; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading Canadian insurance company as an Event Coordinator, supporting the sales team with administrative tasks and event planning. You will manage logistics, create marketing materials, and provide essential support to enhance the team's efficiency. This role offers competitive compensation, comprehensive benefits, and opportunities for professional development within a diverse work culture.

Benefits

Competitive compensation plan

Comprehensive health and dental benefits

Annual bonus for all permanent employees

Pension plan

Share ownership plan

Generous vacation, personal leave, and wellness days

Ongoing professional development opportunities

Qualifications

• Bachelor’s degree or college diploma required.
• Strong ability to prioritize and adapt to change.
• Excellent written and verbal communication skills.

Responsibilities

• Coordinate event planning for the sales team and manage administrative tasks.
• Prepare marketing materials and assist with RVP support.
• Build relationships with clients and manage promotional items.

Skills

Attention to detail

Communication skills

Organizational skills

Ability to prioritize

Education

Bachelor’s degree or college diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Joining one of Canada’s top-ranked insurance companies, you will support iA’s Ontario Life Insurance and Living Benefits sales team. You will play a key role in assisting our sales team in supporting, planning, promoting, and executing events. Additionally, you will provide essential administrative support to the RVP and sales team.

What will you be doing?

• Coordinate with the sales team on event planning, including booking venues, creating promotional flyers, registration tracking, and follow-up before, during, and after events to ensure excellent experiences.
• Arrange, schedule, and coordinate meetings and events. Attend some meetings as onsite coordinator, note taker, or technical support. Provide hosting support at roadshows, seminars, and meetings to ensure execution as planned.
• Assist in preparing letters, marketing materials, email campaigns, and digital marketing from design to execution.
• Prepare expense reports and invoices, follow up on payments.
• Support RVP with expense submissions, travel plans, and presentation slide preparation.
• Build relationships with clients such as MGAs, advisors, and administrative assistants, acting as a key contact and liaison with Head Office/Service Centres.
• Handle administrative tasks for special events, including holiday card design and distribution.
• Manage ordering and inventory of promotional items.
• Handle confidential documents and matters with discretion.

Position Qualifications:

• Bachelor’s degree or college diploma.
• Attention to detail, thoroughness, and diligence in task handling.
• Strong ability to prioritize and adapt to change to meet deadlines.
• Ability to work independently and in team settings.
• Proficiency in Word, Excel, PowerPoint, Outlook.
• Excellent written and verbal communication skills.
• Valid driver’s license and access to a vehicle are assets.

What we can offer you:

• Competitive compensation plan.
• Comprehensive health and dental benefits, including health spending and wellness accounts.
• Annual bonus for all permanent employees.
• Pension plan.
• Share ownership plan.
• Generous vacation, personal leave, and wellness days.
• Ongoing professional development and career growth opportunities.
• Proven strategies, processes, and tools.
• Supportive company culture for career building.

Invest in your talent by joining our team

Discover why many choose iA!

Company Overview

iA Financial Group, with over 10,000 employees, has earned the trust of over five million clients and 50,000 advisors. We manage over $235 billion in assets and are a leader in financial services in Canada and the U.S. Our success stems from investing in our people and industry leaders, fostering innovation for over 130 years.

Our commitment to Diversity and Inclusion

We support and celebrate diversity, striving to create an inclusive workplace for all, regardless of background or ability. If you need assistance during the recruitment process, please contact us for support.