Advisor Services Specialist

Build the future with us

Are you driven by the client experience and looking to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As an Advisor Services Specialist, you will play a key role by acting as the first point of contact for advisors, resolving issues efficiently, and providing coaching and support to ensure optimal service and peace of mind for advisors and their clients.

This position represents a great opportunity to showcase your skills and fully leverage your potential within a caring and reliable organization. Recognized as a dependable, accountable, and strong team player, you will thrive in an environment where people and their development are at the heart of priorities, fostering collaboration and innovation. This position is offered as a work‑from‑home role.

What you’ll accomplish with us

As an Advisor Services Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• Answer incoming calls efficiently and professionally; active listening is essential

• Provide accurate and detailed responses to phone inquiries

• Provide technical support for tools (testing, troubleshooting, problem solving)

• Respond to emails quickly and professionally, providing accurate information

• Follow up on pending requests to ensure they are addressed within required timelines

• Proactively escalate unresolved issues to the supervisor

• Ensure every interaction is memorable by applying the STAR qualities (Seamless, Trustworthy, Attentive, and Resourceful)

• Log calls and emails in JIRA (internal tracking and messaging system)

• Actively participate in daily management meetings focused on process improvement

• Be accountable for learning new processes and procedures

• Be available to work a rotating schedule (core hours are 8:00 a.m. to 7:00 p.m.)

• Handle difficult calls and manage expectations effectively using tools provided during training (e.g., Stellar Service)

What could accelerate your success in this role

We’re looking for someone who:

• Stands out for strong analytical and organizational skills, as well as the ability to thrive in a fast‑paced work environment

• Demonstrates a strong ability to solve problems, multitask, and adapt quickly to change

• Is recognized for the ability to provide optimal service and support to advisors, self‑discipline, and strong teamwork skills

• Has 2 to 3 years of experience in a call center or processing role within the mutual fund industry; completion of the IFIC Operations course is an asset

• Has an advanced level of proficiency in English and in French, as the role requires responding to calls and emails, providing support to advisors, and presenting service‑related information to advisors and internal partners 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.

• 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 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!