Bilingual Advisor & Client Support Specialist

Build the future with us

Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Bilingual Advisor & Client Support Specialist, you will be the primary point of contact for our iA Securities Head Office and Advisors across Canada.

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.

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What you’ll accomplish with us

As a Bilingual Advisor & Client Support Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• Serve as the primary point of contact for Advisors, acting as a liaison between the retail sales force and Head Office.
• Provide first-level operational, administrative, and systems support, including training on Compass, Croesus, Univeris, and Wealthlink.
• Manage inbound Advisor calls and emails, providing timely information on programs, initiatives, events, and operational questions.
• Proactively support Advisors with business plans and practice-enhancing initiatives, while encouraging new ideas and approaches.
• Contribute to special projects and team initiatives while maintaining strong customer service, open communication, and active participation in team meetings.
• Must be willing to work a shift starting at 7:00am

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What could accelerate your success in this role

We’re looking for someone who:

· Is known for their good computer skills

· Stands out for their general knowledge of financial Services Back Office Processing

· Demonstrates strong communication skills, both written and spoken. bilingualism in French and English is required

· Is recognized for their strong financial services background

· Has 1-2 years of experience in client services or support capacity

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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!

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

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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!

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*For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between $50,000 and $51,000 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.