Our current job postings

Dealer Services Trainer

  • Employer: iA Financial Group
  • Office: 238 Brownlow Avenue
  • Location: Dartmouth, Nova Scotia
  • Other Possible Location(s): Dieppe, New Brunswick
  • Job category: Dealer Services - Sales
  • Job ID: JR10015309
  • Job type: Permanent Job Full time
  • Apply before: 2022-12-26

Description

Under the supervision of the Training Manager, the trainer is responsible for increasing the performance of Financial Service Managers through the training provided, individually or in groups and by using our Lean method. The trainer also ensures successful workplace integration of new Financial Service Managers.

Main Responsibilities:

Individual training

  • Properly prepare visits:

    • Obtain and analyze sales numbers entered in UniFI to identify FSM development needs

    • Discuss the FSM requirements according to PACT/Lean and retailer’s objectives with Consultant

  • Dealership visits:

    • Develop trustworthy relationships with FSM to facilitate training

    • Provide FSM with individual training (iA products and manufacturers, compliance, sales techniques, non-met clients, credit refusal, etc.) according to their needs and retailers’ priorities

    • Use various methods (attend meetings with clients, listen to recordings, role-playing, etc.) to identify FSM’s areas for improvement and provide constructive feedback

    • Use professional, challenging, varied and tailored methods during your interventions

    • Promote the use of corporate tools and systems

  • Dealership visits follow-up:

    • Update visit report in Salesforce and send a copy to all parties involved.

    • Conduct more specific follow-ups (phone calls, emails, performance analysis) for targeted accounts, based on the goals identified

    • Stay ahead of the changes and activities in the market and forward all pertinent information to Training Manager

Training

  • Provide classroom/virtual training using iA, Dealer services material:

    • Conduct training in a professional, challenging and varied way and adapted to the needs of participants

    • Keep participants interested and engaged throughout the training

    • Ensure broad understanding of the provided information

    • Demonstrate active listening to support participants

    • APEX candidates’ skills assessment for future reference

  • Comply with the standards set to conserve a consistency in the teaching methods:

    • Follow the order of contents to be taught

    • Promote the use of corporate tools

    • Etc.

  • Use available tools and material in an adequate manner

  • Collect attendance and give them to the person responsible for the compilation and management

  • Actively attend iA Dealer Services development activities and/or workshops designed to improve our training

Integration of new FSM

  • Assist dealerships’ new FSM by helping with one-on-one coaching (see APEX and non-APEX integration forms):

    • The setup of their office and tools

    • Referencing, if applicable

    • The use of various forms

    • Software

    • Financial department administration

    • Role-playing

    • Etc.

  • Follow the integration process of new FSM:

    • Regular monitoring of performances (weekly phone call) with FSM

    • Process with training if required

    • Support and proceed with corrective actions


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

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 50,000 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.

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.