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 environment 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 account corrections, tax adjustments, and peer reviews. Collaborate with internal partners and act as a subject matter expert during workshops or continuous process improvement initiatives. Deliver exceptional customer service to VIP clients holding significant portfolios by providing effective and tailored solutions within tight timelines. What Could Accelerate Your Success in This Role

We are looking for someone who: Has in-depth knowledge of GRS products and applicable legislation; Has a college diploma in a relevant field; Has three to five years of relevant experience; Is recognized for a high level of professionalism and excellent customer service skills; Stands out for teamwork, collaboration, and the ability to take initiative; Demonstrates strong judgment, analytical, and problem-solving skills; Intermediate level of English proficiency required, as the incumbent will be required to understand and process information, files, and communications in English quickly with English-speaking internal and external partners on a daily basis; Advance level of French profiency required. Why You Will Enjoy Working With Us

A work environment where learning and development merge with a collective pursuit of excellence; Artificial intelligence is in everyone’s hands, enabling you to increase your personal effectiveness while supporting the organization’s growth; A healthy, safe, equitable, and inclusive workplace where potential can be expressed and developed freely; The opportunity to work in a hybrid work environment supported by flexibility and access to inspiring and innovative workspaces.

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