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 prospect 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
- Strong 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.

📌 Bilingual Financial Services Coordinator (Canada)
🏢 iA Financial Group
📍 Canada