Use Excel, SharePoint, and financial knowledge as a Branch Coordinator with iA in a hybrid student or internship position. Support clients, advisors, and associates across Canada.
This full-time opportunity suits students pursuing business, finance, accounting, or related studies. You will process confidential documentation, maintain client databases, and support financial services operations. The work includes communication in French and English with clients and partners.
Key Responsibilities: Process confidential documentation for account updates and redemptions
Resolve complex situations using judgment and escalation channels
Communicate with clients and teams through multiple channels
Maintain databases and generate AUA reports in Excel




Support advisors through projects, RPA, macros, and documentation
Requirements: Enrollment in business, finance, accounting, or related studies
Robust organization, time management, and analytical abilities
Excellent verbal and written communication skills
Microsoft Office Suite and SharePoint familiarity
Advanced French and English proficiency for daily communication
Bring bilingual communication, analytical judgment, and Microsoft Office skills to iA’s client-focused financial services coordination team.

#J-18808-Ljbffr

📌 Bilingual Financial Services Coordinator (Quebec City)
🏢 iA Financial Group
📍 Quebec City