Student - Branch Coordinator

Industrial Alliance Insurance and Financial Services Inc; Longueuil; Hybrid; CAD 32,000 - 40,000; Full time

Benefits offered by this job

Internal training

Mentoring

Hybrid environment

Flexible schedules

Job summary

Industrial Alliance Insurance and Financial Services Inc in Longueuil, QC, is seeking a Student - Branch Coordinator to support client service, documentation flow, and process improvements in a hybrid setting.

The role offers exposure to financial products (RRSPs, TFSAs, mutual funds, GICs) and collaboration across teams, with training, mentoring and flexible schedules for students pursuing study commitments.

Qualifications

• Currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field.
• Strong time management with ability to manage multiple priorities.
• Excellent verbal and written communication skills in French and English.
• Strong organizational and analytical problem-solving abilities.
• Familiarity with SharePoint and collaborative work environments.
• Interest in financial services; CSC consideration possible.
• Proficiency in Microsoft Office (Excel, Word, Outlook, Teams).

Responsibilities

• Process and organize confidential client documentation for non-financial account updates and redemptions.
• Analyze and resolve complex situations with escalation when needed.
• Communicate with clients and team members via phone, email and collaboration platforms.
• Support advisors on projects using Teams and SharePoint.
• Maintain client databases and generate AUA reports in Excel.
• Help automate repetitive tasks with RPA tools and macros.
• Maintain knowledge of RRSPs, TFSAs, funds and GICs.
• Document processes and support onboarding and training of new staff.

Skills

Time management

Communication

Organizational skills

Analytical skills

Microsoft Office

SharePoint

French (advanced)

English (advanced)

Education

Undergraduate or graduate program in business/finance/accounting

Tools

SharePoint

Microsoft Teams

Excel

RPA tools

Job description

Student or internship position / Full time

Build the future with us

Are you passionate about business, finance or accounting? Do you want to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Student - Branch Coordinator, you will play a key role in supporting client service excellence while developing valuable skills in operations, administration, and process improvement.

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 will accomplish with us

As a Student - Branch Coordinator, you will be at the core of our mission. Here are the main responsibilities:

• Process and organize confidential client documentation related to non-financial account updates and account redemptions while ensuring accuracy and compliance;
• Analyze and resolve complex situations using sound judgment and escalation channels when required;
• Communicate effectively with clients and team members through various channels, including telephone, email, and collaboration platforms;
• Support advisors and associates on projects by leveraging tools such as Microsoft Teams and SharePoint;
• Maintain client databases and generate Assets Under Administration (AUA) reports using Microsoft Excel while ensuring data integrity and accessibility;
• Contribute to operational efficiency by leveraging Robotic Process Automation (RPA) tools and macros to automate repetitive tasks;
• Provide informed support by maintaining knowledge of financial products, including RRSPs, TFSAs, mutual funds, and GICs;
• Participate in continuous improvement initiatives by documenting processes, identifying optimization opportunities, and supporting the onboarding and training of new team members.

What could accelerate your success in this role

We are looking for someone who:

• Is currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field;

• Is recognized for their time management skills, with the ability to manage multiple priorities simultaneously;
• Stands out for their excellent verbal and written communication skills;
• Demonstrates strong organizational skills;
• Has strong analytical and problem-solving abilities;
• Is familiar with SharePoint and collaborative work environments;
• Is interested in developing knowledge of the financial services industry and may consider pursuing the Canadian Securities Course (CSC);

• Has a proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams);
• Possesses an advanced level of French proficiency is required, as the incumbent will be required to communicate verbally and in writing with unilingual French-speaking clients on a daily basis;
• Possesses an advanced level of English proficiency, as the individual will be required to communicate verbally and in writing with English-speaking external and internal partners and clients across Canada on a daily basis.

Why you will love 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 efficiency and supporting the organization's growth.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.
• Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.

The typical hiring range for this position is $23.50 to $28,75 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern). At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.