The Customer Relations Specialist will handle incoming calls to provide information on products and administrative policies, perform administrative tasks during quiet periods, make outgoing calls to assist clients and partners with contract-related inquiries, and actively improve work procedures while offering excellent customer service in both French and English.

As a Regional Assistant at iA Financial Group, you will support the Ontario Life Insurance sales team by coordinating events, managing schedules, preparing marketing materials, and handling administrative tasks. You will liaise with clients, track registrations, and ensure smooth execution of events and meetings, while maintaining confidentiality and managing expense reports.

The VP of Sales is responsible for achieving sales targets, proactively engaging with clients, and maintaining key relationships through various communication methods. The role requires managing a specific advisory region and requires advanced knowledge of the investment and mutual fund industries.