Specialist, Advantage+

Iaawg; Quebec; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Diversity & inclusion

Career development

Job summary

iA Financial Group in Quebec is seeking a Specialist, Advantage + to analyze and resolve complex retirement plan situations for VIP clients, ensuring precise operations and high service standards.

You will collaborate with clients, administrators and advisors, coach team members, manage tight deadlines, and contribute to process improvements in a hybrid work environment.

Qualifications

• Knowledge of provincial legislation for retirement plans.
• College diploma in a relevant field.
• 3–5 years of relevant experience.
• High level of professionalism and customer service.

Responsibilities

• Act as expert resource for complex retirement plan cases and ensure accuracy of operations.
• Analyze complex situations and determine corrective measures for client satisfaction.
• Discuss issues with clients, administrators, committees, and advisors to resolve them.
• Manage special projects with tight deadlines and rigorous coordination.
• Handle escalated situations with professionalism and sound judgment.
• Coach and support team members in processing transactions and resolving recurring issues.
• Oversee workflow, identify obstacles, and delegate tasks to meet objectives.
• Perform and review complex financial transactions, including tax adjustments.

Skills

Retirement plans

Client service

Analytical thinking

Team coaching

Education

College diploma

Job description

Job Description Build the Future With Us Are you passionate about the administration of group retirement savings plans and eager to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Specialist, Advantage +, you will play a key role in analyzing and resolving complex situations while ensuring effective and efficient service for VIP clients. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

• Act as the team's expert resource person for complex retirement plan cases, applying provincial legislation and compliance requirements.
• Analyze complex situations and determine appropriate corrective measures to ensure the accuracy of operations and client satisfaction.
• Participate regularly in discussions with clients, administrators, retirement committees, advisors, and consultants to resolve complex issues.
• Manage special projects and operational activities with tight deadlines that require rigorous coordination.
• Handle escalated situations resulting from delays, errors, or disputes, demonstrating a high level of professionalism and sound judgment.
• Guide, coach, and support team members in processing their transactions while contributing to the resolution of recurring issues.
• Oversee workflow, identify obstacles, coordinate priorities, and delegate tasks to ensure the achievement of team objectives.
• Perform and review complex financial transactions, including account corrections, tax adjustments, and peer reviews.
• Collaborate with internal partners and act as a subject matter expert during workshops or continuous process improvement initiatives.
• Deliver exceptional customer service to VIP clients holding significant portfolios by providing effective and tailored solutions within tight timelines.

What Could Accelerate Your Success In This Role

• Has in-depth knowledge of GRS products and applicable legislation;
• Has a college diploma in a relevant field;
• Has three to five years of relevant experience;
• Is recognized for a high level of professionalism and excellent customer service skills;
• Stands out for teamwork, collaboration, and the ability to take initiative;
• Demonstrates strong judgment, analytical, and problem-solving skills;
• Intermediate level of English proficiency required, as the incumbent will be required to understand and process information, files, and communications in English quickly with English-speaking internal and external partners on a daily basis;
• Advance level of French profiency required.

Why You Will Enjoy Working With Us

A work environment where learning and development merge with a collective pursuit of excellence; Artificial intelligence is in everyone's hands, enabling you to increase your personal effectiveness while supporting the organization’s growth; A healthy, safe, equitable, and inclusive environment where potential can be expressed and developed freely; The opportunity to work in a hybrid work environment supported by flexibility and access to inspiring and innovative workspaces.

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s) Montreal / 1981 McGill College Avenue

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 our team will be happy to assist you with your needs. As a reflection of our employees' appreciation and engagement, iA once again stands out this year as one of Canada's top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees' wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees' appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. Want to join the iA family, but there's no job openings right now that match your profile? Let us know you're interested!