Service Offer Advisor

  • Employer: iA Financial Group
  • Office: 1981 McGill College Avenue
  • Location: Montreal, Quebec
  • Other Possible Location(s): Toronto, Ontario; Québec, Quebec
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10026032
  • Job type: Permanent Job
  • Apply before: 2026-04-20

Description

Job Title

Service Offer Advisor

Build the future with us

 

Are you driven by writing, communication, and the development of proposals, and would you like to contribute to the purpose of a company whose mission is to ensure its clients feel confident and secure about their future? As a Service Offering Advisor, you will play a key role in the design, writing, and delivery of winning service proposals as part of group insurance and group savings requests for proposals (RFPs).

This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. 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 Service Offer Advisor, you’ll be at the core of our mission. Here are the main responsibilities:

  • Managing RFP projects at all stages of delivery;

  • Leading large-scale RFPs and strategic meetings;

  • Communicating with the various internal group insurance and group annuity teams to validate the information required for the preparation of service proposals;

  • Writing service proposals that highlight our products, tools, and services;

  • Creating content that presents our products and services to ensure the relevance and marketing impact of this content.

What could accelerate your success in this role

We’re looking for someone who:

  • Is recognized for strong writing, summarization, and popularization skills, as well as the ability to transform complex content into clear messages;

  • Stands out for rigor, attention to quality, and a strong eye for detail;

  • Demonstrates an excellent ability to work under pressure while managing multiple files simultaneously;

  • Is recognized for strong collaboration skills and the ability to build excellent interpersonal relationships;

  • Has 6 to 8 years of experience in proposal writing, RFPs, communications, or marketing;

  • Has an advanced level of English proficiency, as the person will be required to write, analyze, and review service proposals and collaborate regularly with internal teams, business partners, and clients.

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!

  • The typical hiring range for this position is between 67 000$ and 95 000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. 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.

Apply now and get ahead of your career, where your talent really belongs! 

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!

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.