Description Performance Specialist

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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 Performance Specialist, you will play a key role in increasing the performance of Financial Service Managers through training delivered individually or in groups, using our Lean methodology.

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 Performance Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

Individual Training and Dealership Visits

- Prepare visits thoroughly:
- Obtain and analyze sales data (UniFI) to identify FSM development needs.
- Discuss FSM requirements based on PACT/Lean and retailer objectives with the Consultant.
- Conduct dealership visits:
- Build strong, trustworthy relationships with FSMs to facilitate training.
- Deliver tailored individual training on iA products, compliance, sales techniques, and handling non-met clients or credit refusals.
- Use varied methods (role-playing, listening to recordings, attending client meetings) to identify areas for improvement and provide constructive feedback.
- Promote the use of corporate tools and systems.
- Follow-up after visits:
- Update visit reports in Salesforce and share with all relevant parties.
- Perform targeted follow-ups (calls, emails,



performance analysis) for priority accounts.

Group Training

- Deliver classroom and virtual training using iA Dealer Services material.
- Ensure sessions are professional, engaging, and adapted to participant needs.
- Maintain participant interest and ensure understanding of content.
- Promote consistency in teaching methods and adherence to compliance standards.
- Collect attendance records and forward to the responsible manage

Integration of new FSM

- Assist new FSMs with onboarding and one-on-one coaching:
- Office setup, tools, forms, software, and administrative processes.
- Role-playing and practical exercises.
- Monitor performance regularly (weekly calls) and provide corrective actions if needed.
- Ensure compliance and completion of training logbooks.

Administrative tasks

- Maintain training materials up to date.
- Prepare and submit reports required by management.
- Inform the Performance Manager of any issues that could impact client relationships or compliance.
- Notify the Performance Manager of schedule changes to ensure optimal coverage.
- Submit expense reports weekly and attend meetings as requested.
- Act professionally and in compliance with the Company’s Code of Business Conduct.

______________________________________________________________________________ What could accelerate your success in this role

We’re looking for someone who:





- Is known for their solid analytical skills for interpreting sales data
- Stands out for their excellent communication and interpersonal abilities
- Demonstrates extensive knowledge of the market and operations of a business office
- Is recognized for their familiarity with Lean methodology and performance improvement techniques
- Knowledge of systems used by retailers (UniFI, UniFI 2.0, Dealertrack, Equifax, etc.)

______________________________________________________________________________ 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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📌 Performance Specialist (Dartmouth)
🏢 iA Financial Group (Industrial Alliance)
📍 Dartmouth