Live opening · Posted 7 hours ago

Agency Support Representative (Dorval)

Investia Financial Services Inc. · Montreal, Quebec
Workday
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At a glance

The key details from the original listing.

Posted 7 hours ago
CompanyInvestia Financial Services Inc.
LocationMontreal, Quebec
SourceWorkday
ListedPosted 7 hours ago

About the role

Description supplied by the original job listing.

Job Description
Agency Support Representative (Dorval)
Build Your Future With Us
Are you passionate about client service and sales support? Would you like to contribute to an organization whose purpose is to help clients feel confident and secure about their future?
As an Agency Support Representative (Dorval), you will play a key role in the smooth operation of Career agencies by providing comprehensive, coordinated, and professional support to clients, the sales force, and the leadership team. This position offers an excellent opportunity to showcase your interpersonal and administrative skills while growing in a dynamic, evolving environment. At iA, people and their development are at the heart of everything we do, fostering a culture of collaboration, trust, and continuous improvement.
What You Will Accomplish With Us
As an Agency Support Representative (Dorval), you will be at the heart of the Career agency mission. Your main responsibilities include:
Welcome and assist clients and sales representatives, both in person and over the phone, while providing professional and courteous service
Ensure effective communication and collaboration with the sales force and the Career Support and Service Centre, directing requests to the appropriate specialists when needed
Provide administrative and operational support to the sales force, including activities related to advisor contracting, onboarding, integration, and offboarding
Support the Agency Director with activity coordination, calendar management, meeting preparation, report compilation, and the implementation of new administrative processes
Contribute positively to agency operations by helping manage facilities, mail, office supplies, and by documenting processes and tasks related to agency activities
What Could Help You Succeed in This Role
We are looking for someone who:
Is recognized for providing outstanding customer service and for understanding the needs of both clients and the sales force
Demonstrates strong communication and interpersonal skills
Exhibits a proactive attitude, high motivation, and a positive team-oriented mindset
Works independently, demonstrates attention to detail, and adapts easily in a changing environment
Has relevant experience in administration, office support, or a related field
Is fully proficient in French (spoken and written) and able to communicate professionally and confidently with clients, advisors, and internal partners
Has an intermediate level of English proficiency, as the person in this role will be required to interact on a regular basis with English-speaking internal and external partners as part of their responsibilities
Why You'll Love Working With Us
A dynamic, people-focused, and evolving work environment where your contribution truly makes a difference
A healthy, safe, equitable, and inclusive workplace that promotes collaboration and respect
An on-site position at the heart of agency operations, with a stable 35-hour work week from Monday to Friday, along with tailored training to support your integration and development
Competitive benefits, including a permanent on
Location(s)Dorval / 2020 route Transcanadienne
Other Possible Location(s)
Company
iA Financial Group
Posting End Date2026-10-31
Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto
Our Commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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