Specialist, Advantage+ (Quebec City)

Specialist, Advantage+ (Quebec City)

13 Sep
|
iA Financial Group
|
Quebec City

13 Sep

iA Financial Group

Quebec City

Build the Future With Us Are you passionate about the administration of group retirement savings plans and eager to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Specialist, Advantage + , you will play a key role in analyzing and resolving complex situations while ensuring effective and efficient service for VIP clients. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an setting that encourages collaboration and innovation. What You Will Accomplish With Us As a Specialist, Advantage + , you will be at the core of our mission. Here are the main responsibilities: Act as the team's expert resource person for complex retirement plan cases, applying provincial legislation and compliance requirements.



Analyze complex situations and determine appropriate corrective measures to ensure the accuracy of operations and client satisfaction. Participate regularly in discussions with clients, administrators, retirement committees, advisors, and consultants to resolve complex issues. Manage special projects and operational activities with tight deadlines that require rigorous coordination. Handle escalated situations resulting from delays, errors, or disputes, demonstrating a high level of professionalism and sound judgment. Guide, coach, and support team members in processing their transactions while contributing to the resolution of recurring issues. Oversee workflow, identify obstacles, coordinate priorities, and delegate tasks to ensure the achievement of team objectives. Perform and review complex financial transactions, including

📌 Specialist, Advantage+ (Quebec City)
🏢 iA Financial Group
📍 Quebec City

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