Specialist, Advantage+

ia; Quebec; Hybrid; CAD 120,000 - 150,000; Full time

Job summary

iA Financial Group is seeking a Specialist, Advantage +, to expertly manage complex retirement plan cases for VIP clients in a hybrid Quebec setting. You will analyze situations, determine corrective actions, and collaborate with clients, administrators, advisors, and consultants to ensure accuracy and satisfaction.

The role requires knowledge of GRS products and legislation, a college diploma, and 3–5 years of experience, with strong professionalism and French proficiency.

Qualifications

• Knowledge of group retirement savings plans (GRS) and applicable legislation.
• Strong client service mindset and ability to handle VIP clients.
• Analytical thinking and sound judgment for complex issues.

Responsibilities

• Serve as expert resource for complex retirement plan cases using provincial rules.
• Analyze situations and determine corrective measures to ensure accuracy and satisfaction.
• Engage with clients, administrators, committees, advisors, and consultants to resolve issues.
• Coordinate special projects with tight deadlines and rigorous planning.
• Handle escalated situations with professionalism and judgment.
• Coach teammates to process transactions and resolve recurring issues.
• Oversee workflow, priorities, and task delegation to hit team goals.
• Process and review complex financial transactions, including corrections and tax adjustments.
• Collaborate with internal partners and lead process-improvement initiatives.
• Deliver exceptional service to VIP clients with large portfolios within timelines.

Skills

GRS knowledge

Client service

Problem solving

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

iA Financial Group

Posting End Date

2026-09-13

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