Adjustment Specialist

Build the Future With Us

Are you passionate about the financial services industry and looking to contribute to a company whose purpose is to help clients feel confident and secure about their future? As an Adjustments Specialist, you will play a key role in correcting and resolving financial and non-financial errors within client accounts while ensuring compliance with regulatory requirements and quality standards.

This role is a great opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

As an Adjustments Specialist, you will be at the core of our mission. Your main responsibilities will include:

• Reviewing and processing Letters of Indemnity (LOI) requests related to the correction of financial and non-financial errors in client accounts.
• Verifying the accuracy and completeness of requests, including signatures, required documentation, and compliance with established procedures.
• Performing corrections within internal systems according to instructions and regulatory requirements.
• Ensuring file quality by identifying missing or inconsistent information and completing the necessary follow-ups.
• Collaborating with advisors, head office teams, and various internal partners to resolve files within established service timelines.

We are looking for someone who:

• Is recognized for their attention to detail and thorough approach to file processing.
• Stands out for their analytical and problem-solving skills.
• Demonstrates a high level of autonomy and sound judgment when managing priorities.
• Is known for strong communication skills and a collaborative mindset.
• Has 1 to 2 years of experience in financial services, dealer administration, or customer service.
• Has an advance level of English proficiency, as the role requires regular communication by email and phone with advisors, internal teams, and partners located outside Quebec.

• A work environment where learning and development are combined with a shared commitment to excellence.
• A healthy, safe, equitable, and inclusive workplace where individuals can thrive and reach their full potential.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

Join us and grow your career where your talent truly matters.

At iA, we believe in potential and value diverse experiences. If this opportunity inspires you, we encourage you to apply—you may be exactly who we’re looking for, and we’d love to get to know you.

The typical hiring range for this position is $47,544 to $78,090 CAD per year. The offered base salary may vary depending on job-related knowledge, skills, years of experience, and internal equity considerations. At iA, we are committed to providing a fair, equitable, and market-driven compensation structure. Our market data is updated annually to reflect the most current market conditions.

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.

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.