Transition Support

Are you driven by helping advisors successfully navigate key business changes and contributing to a purpose‑driven organization focused on supporting clients’ financial well‑being?

As a Transitions Specialist, you will play a key role in ensuring a smooth and efficient experience for Advisors during onboarding, transitions, and business transformations.

This position is a great opportunity to showcase your strong organizational and relationship‑building skills while further developing your expertise within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

As a Transitions Specialist, you'll be at the core of our mission. Here are the main responsibilities:

• Follow established Transition Team workflows for: New Advisor Onboarding, Sales of Book, Platform Migrations, Advisor retirements or departures, and new 30/90‑day licensing.

• Act as the administrator for the advisor group benefits plan, ensuring timely onboarding, changes, and offboarding, while liaising with our benefits partner and internal Remuneration team.

• Monitor, provide coverage, and troubleshoot incoming calls and inquiries from the Transitions inbox and telephone line.

• Collaborate with the Director, Business Transitions & Support to deliver preliminary and ongoing operational training to Advisors.

• Visit branch locations to provide support on IAPW paperwork and systems.

• Maintain in‑depth knowledge of internal departmental functions, processes, and workflows.

• Work closely with Branch Managers and Regional Vice‑Presidents to understand the unique needs of each Advisor.

• Provide timely updates on transition progress to Senior Management.

• Ensure Transition Team SLAs and communication standards are consistently met.

• Contribute to a collaborative team environment by sharing knowledge, generating ideas, and upholding a high level of customer service.

We're looking for someone who:

• Has a minimum of 2 years of experience in the financial services industry, ideally in a client‑ or advisor‑service capacity

• Is known for their exceptional customer service and communication skills.

• Stands out for their strong organizational abilities and attention to detail.

• Demonstrates the ability to manage multiple tasks, aggressive deadlines, and shifting priorities.

• Is recognized for excellent interpersonal skills and solid collaboration with internal and external partners.

• Possesses strong analytical and reporting skills.

• Has strong proficiency in Microsoft Excel and Word.

• Is eager to learn about the Financial & Investment Services industry.

• Brings a positive, “no challenge too big” attitude.

• Bilingualism (English/French) is an asset for this role.

• Experience with NBIN systems, group benefits administration, or enrollment/completion of the CSC or CPH is considered an asset.

The typical hiring range for this position is between 60 000$ and 70 000CAD 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* 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.