Student - Branch Coordinator

Iaawg; Quebec; Hybrid; CAD 32,000 - 40,000; Full time

Benefits offered by this job

Hybrid work environment

Internal training & mentoring

Flexible study-friendly schedules

Real projects experience

Job summary

iA Financial Group seeks a Student or Intern Branch Coordinator to support client service excellence while developing skills in operations, administration, and process improvement. This role involves handling confidential documents, assisting advisors, and maintaining client databases.

You will gain exposure to financial products, collaborate via Teams and SharePoint, and contribute to process improvements in a hybrid Canada-wide environment. Strong French and English are required.

Qualifications

• Enrolled in undergraduate or graduate program in business/finance/accounting.
• Strong written and verbal communication skills in French and English.
• Familiarity with SharePoint and collaborative work environments.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams).
• Desire to learn CSC or financial services concepts.

Responsibilities

• Process and organize confidential client documentation for non-financial updates and redemptions.
• Analyze and resolve complex situations using sound judgment and escalation channels.
• Communicate with clients and team members via phone, email, and collaboration tools.
• Support advisors on projects using Teams and SharePoint.
• Maintain client databases and generate AUA reports using Excel; ensure data integrity.
• Assist in automating repetitive tasks using RPA tools and macros.
• Gain knowledge of financial products (RRSPs, TFSAs, mutual funds, GICs).
• Document processes and help onboarding/train new team members.

Skills

Microsoft Teams

SharePoint

Microsoft Excel

Communication

Time management

Organizational skills

Analytical thinking

French (Advanced)

English (Advanced)

Education

Currently enrolled in undergraduate/graduate business/finance/accounting

Tools

SharePoint

Microsoft Teams

Excel

Office Suite

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

• 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

• 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)
• Possesses 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.

• 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.

Location(s)

• Quebec / 1080, Grande Allee West
• Montreal / 1981 McGill College Avenue
• Toronto / 26 Wellington Street East

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 of 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.