Performance Specialist

Build the future with us

Are you driven by the financial services industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Performance Specialist, you will play a key role in increasing the performance of Financial Services Managers by delivering individual and group training using our Lean methodology, while supporting their development and success.

Under the supervision of the Performance Manager, this position is also instrumental in ensuring the successful workplace integration of new Financial Services Managers through onboarding support and ongoing coaching. This is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company, where people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us
As a Performance Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• Prepare and conduct dealership visits by analyzing sales data (UniFI), aligning with PACT/Lean objectives, and collaborating with Consultants to identify FSM development needs.
• Deliver tailored individual training to FSMs on iA products, compliance requirements, sales techniques, and managing non-met clients or credit refusals.
• Use observation, role-playing, call listening, and client meeting participation to identify performance gaps and provide actionable feedback.
• Promote consistent use of corporate tools, systems, and Lean methodology to drive performance and compliance.
• Deliver engaging in-person and virtual group training sessions using iA Dealer Services materials, ensuring adherence to compliance standards.
• Support the onboarding and integration of new FSMs through coaching, system setup, practical exercises, and regular performance monitoring.
• Maintain training documentation, reports, and logs (Salesforce updates, attendance records, training logbooks) and perform targeted follow-ups with priority accounts.
• Communicate proactively with the Performance Manager regarding risks, scheduling changes, client impact, expenses, and compliance matters, while acting in accordance with the Code of Business Conduct.

What could accelerate your success in this role
We’re looking for someone who:

• Is known for their in-depth knowledge of the iA Dealer Services sales process, insurance products, and warranty solutions.
• Stands out for their strong understanding of dealership operations, business office functions, and financial institution processes (credit applications, credit refusals, etc.).
• Demonstrates strong analytical, training, and coaching abilities, including sales data interpretation, performance improvement, and classroom or virtual training delivery using Lean methodology.
• Is recognized for their professionalism, client service orientation, diplomacy, sound judgment, organization, and ability to build trust while ensuring compliance with industry regulations.
• Is known for their ability to use and navigate retailer and corporate systems (UniFI, UniFI 2.0, Dealertrack, Equifax, Salesforce, etc.) to support performance and reporting.
• Demonstrates a strong work ethic, adaptability, discipline, rigor, and the ability to manage priorities, stress, and timelines effectively in a results-driven environment.
• Has 5 years of experience in financial services, automotive retail, dealership operations, or performance improvement/training roles.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is between $40 509,00 and $60 762,45 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

iA Financial Group

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.