Performance 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 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 setting that encourages collaboration and innovation. ___ 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 qualified, 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 strong 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 workplace 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! ___

📌 Performance Specialist (Halifax Regional Municipality)
🏢 iA Financial Group
📍 Halifax Regional Municipality