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Added 2 mins ago
PS
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Financial Analyst, FP&A
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iA Financial Group

Bilingual Advisor & Client Support Specialist

Toronto, ON, Canada
Montreal, QC, Canada

Full-time

Apply on ia.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 31, 2026
Experience: · Has 1-2 years of experience in client services or support capacity
Posting language: English
Posted: Nov 13, 2026

Original job description

Job Description

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

______________________________________________________________________________

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

_____________________________________________________________________________

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!

______________________________________________________________________________

*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.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

iA Private Wealth Inc.

Posting End Date

2026-12-31

Company Overview

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 25,000 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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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 with your needs.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

Apply on ia.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Serve as the primary point of contact for advisors, acting as a liaison between the retail sales force and the head office. Provide operational, administrative, and systems support while managing inbound inquiries and contributing to special projects.

Requirements

Candidates must possess 1-2 years of experience in client services or support and have a strong background in financial services. Proficiency in both French and English is required, along with strong computer skills and knowledge of back-office processing.

Skills

Client support
Financial services
Back office processing
Communication skills
Bilingualism
Compass
Croesus
Univeris
Wealthlink
Operational support
Administrative support
Training
Business planning
Customer service
Problem solving
Computer skills

Benefits

Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation days
Wellness days
Personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Back Office
Client Support
Bilingual
Compass
Croesus
Univeris
Wealthlink
Operational Support
Administrative Support
Wealth Management
Insurance
Savings
Hybrid Work
Pension Plan
Stock Purchase Plan
Performance Bonus
Telemedicine
Client Relations
Business Planning
Training
Data Entry
Financial Advisor Support
Retail Sales Support
Professional Development

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Work requirements

Jobs in Canada