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Relationship Coordinator

  • Employer: IA Securities Inc.
  • Office: 26 Wellington Street East
  • City: Toronto
  • Province: Ontario
  • Job category: Direct Sales - Generalist / Multiple Disciplines
  • Job ID: JR10004038
  • Job type: Permanent Job Full time

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

The Relationship Coordinator works very closely with the Lead Coordinator, and assists with many of the key accountabilities of that role. These include, but are not limited to, provide support for New Advisor On-boarding, Sales of Book, Platform Migrations, Advisor retirements or departures, new 30/90-day licensing, Pre-screening, Registration and Training Requirements, and applicable paperwork. From time to time, there also will be ad-hoc projects that need to be completed, often within a very limited timeframe.

Reporting Relationship: Team Lead, Transitions

Key Accountabilities:

  • Follow established Transition Team work flows: New Advisor On-boarding, Sales of Book, Platform Migrations, Advisor retirements or departures, new 30/90-day licensing.
  • Proactively monitor, provide coverage, and troubleshoot incoming calls and issues from the Transitions team inbox and telephone line.
  • Collaborate with the Manager, Transitions to provide Advisors with preliminary and ongoing Operational training.
  • Visit branch locations to provide support on IAS paperwork and systems.
  • Have in-depth knowledge of internal department functions and work flow
  • Work collaboratively with Branch Managers and Regional Vice-Presidents to understand the unique business needs of each Advisor.
  • Providing timely feedback on Transition progress to Senior Management
  • Ensuring Transition Team SLAs and standards of communication are adhered to.

Contribute to the effective functioning of the Transitions team by:

  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Maintaining a high level of customer service
  • Encouraging the generation of new ideas and approaches

Qualifications:

  • Minimum 2 years of experience in the financial service industry, with a strong client-service or advisor-service focus.
  • Ability to deal with ongoing aggressive deadlines and to meet theses deadlines within established time frames, with little control over the volume of work.
  • Excellent customer service and communication skills
  • Exceptional organization skills
  • Ability to handle multiple tasks at once
  • Excellent analysis and reporting skills
  • Excellent oral and written communication skills
  • Excellent Microsoft Excel and Word skills
  • Ability to establish and manage timelines and workflows
  • Excellent interpersonal skills for both internal and external relationships
  • Willingness to take on new projects, tasks
  • Eagerness to learn about the Financial, Investment Services Industry
  • Positive, no challenge too big, attitude.
  • Bilingual (French) is an asset
  • Experience with NBIN systems and policies is an asset
  • Enrollment or completion of the CSC or CPH is an asset.

Working Conditions:

  • Standard office environment
  • Occasional non-standard work hours
  • Some travel may be required to visit with the Advisors and their teams at their place of business. 

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca.