Support clients at iA Financial Group as a Specialist, focusing on the administration of retirement savings plans. This role demands solid analytical skills and acute attention to detail for VIP client satisfaction.
In this position, you will be instrumental in analyzing complex retirement plan issues and implementing effective solutions. Engaging with diverse stakeholders, including clients and retirement committees, you’ll work to resolve challenges effectively. You will also oversee special projects and guide team members through transaction processing.
Key Responsibilities:
• Expertly handle complex retirement plan inquiries
• Analyze and correct operational issues
• Participate in client and advisor discussions
• Lead and coordinate special operational projects
• Support team members with transactions and guidance
Requirements:
• Relevant college diploma
• 3-5 years of experience in a similar role
• Deep understanding of GRS products and compliance
• Recognized for professionalism and service excellence
• Advanced French skills required, with English proficiency
Utilize your expertise and problem-solving abilities to empower clients at iA Financial Group.
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📌 Group Retirement Plans Specialist Role (Quebec City)
🏢 Iaawg
📍 Quebec City