Student - Branch Coordinator

Investia Financial Services Inc.; Quebec; Híbrido; CAD 32.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Access to internal training

Mentoring

Involvement in real projects

Flexible schedules adapted to studies

rewarding experience for your journey

Descripción de la vacante

iA Financial Group is offering a student or internship position in a fast‑paced financial services environment. You will be involved in processing client documentation, updating accounts, and supporting advisors on projects using Teams and SharePoint.

Successful candidates are enrolled in a business, finance, or accounting program and possess strong communication, organizational, and analytical skills. Proficiency in MS Office and French/English language requirements are essential for daily

Formación

• Enrolled in an undergraduate or graduate program in business, finance, accounting, or related field.
• Strong time management to handle multiple priorities.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Strong analytical and problem‑solving abilities.
• Familiar with SharePoint and collaborative work environments.
• Interest in Canadian Securities Course (CSC) can be pursued.
• Proficient with MS Office suite (Excel, Word, Outlook, Teams).
• Advanced level French required for daily client communications (French).
• Advanced level English required for daily communications with partners and clients across Canada (English).

Responsabilidades

• Process and organize confidential client documentation for non-financial account updates and redemptions with accuracy and compliance.
• Analyze and resolve complex situations with sound judgement and escalation as needed.
• Communicate effectively with clients and team via phone, email, and collaboration platforms.
• Support advisors and associates on projects using Microsoft Teams and SharePoint.
• Maintain client databases and generate AUA reports using Excel, ensuring data integrity.
• Leverage RPA tools and macros to automate repetitive tasks for efficiency.
• Provide informed support by maintaining knowledge of RRSPs, TFSAs, mutual funds, and GICs.
• Document processes and support onboarding and training of new team members for continuous improvement.

Conocimientos

Time management

Verbal & written communication

Organizational skills

Analytical & problem solving

SharePoint familiarity

Microsoft Teams

Microsoft Excel

Microsoft Word

Outlook

French proficiency (advanced)

English proficiency (advanced)

Educación

Undergraduate or graduate program in business/finance/accounting

Herramientas

SharePoint

Microsoft Teams

Microsoft Excel

Microsoft Word

Outlook

Descripción del empleo

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?

At iA, we believe in potential and value diverse experiences.

Key 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.

Requirements

• 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'll 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
• A rewarding experience for your professional journey.

Salary and Compensation

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.

Location

Quebec / 1080, Grande Allee West
Montreal / 1981 McGill College Avenue
Toronto / 26 Wellington Street East
Company Investia Financial Services Inc.

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.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.