Representative Integration Specialist
- Employer: Investia Financial Services Inc.
- Office: 1080, Grande Allee West
- Location: Québec, Quebec
- Other Possible Location(s): Montreal, Quebec; Toronto, Ontario
- Job category: Customer Service and Administrative Support
- Job ID: JR10024681
- Job type: Permanent Job
- Apply before: 2026-01-04
Description
Build the future with us
Are you driven by growth and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Representative Integration Specialist, you will play a key role in supporting and managing the operational integration of new representatives, ensuring a smooth, compliant, and efficient transition in close collaboration with various teams.
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’ll accomplish with us
As a Representative Integration Specialist, you’ll be at the core of our mission. Here are the main responsibilities:
Guide new representatives throughout the integration process by assessing their needs and providing tailored solutions;
Prepare and coordinate required documentation, ensuring compliance and registration with regulatory authorities;
Monitor timelines, organize follow-up meetings, and maintain proactive communication with stakeholders;
Use digital tools (Office 365, SharePoint) to document steps, share information, and optimize processes;
Contribute to continuous improvement initiatives and provide mentorship to new team members.
What could accelerate your success in this role
We’re looking for someone who:
Holds a university degree in administration or a related field;
Has a minimum of 5 years of relevant experience;
Is recognized for strong interpersonal skills, the ability to explain complex information, organizational rigor, and the capacity to manage multiple priorities with autonomy and analytical thinking;
Possesses advanced proficiency in French, both spoken and written, as the role involves daily interactions with French-speaking colleagues and advisors;
Possesses advanced proficiency in English, both spoken and written, as the role involves daily interactions with English-speaking colleagues and advisors;
Is proficient with digital tools (Office 365, SharePoint) and has solid knowledge of financial products; CFIC certification and familiarity with Lean/Agile practices are strong assets.
Why you’ll love working with us
A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
Apply now and take charge of your career, where your talent truly matters!
Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
*Please note that candidates selected for the next stage of the recruitment process will be contacted after the holiday season, during the week of January 5, 2026.
Get ahead of your career, where your talent belongs
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.