Representative, Customer Service - Group Savings and Retirement

Job Description Build the future with us Are you driven by customer service 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 Representative, Customer Service - Group Savings and Retirement, you will play a key role in supporting our clients by delivering a personalized, professional, and high-quality customer experience.

If you enjoy understanding clients’ needs, identifying the right solutions, and exceeding expectations, this opportunity is for you. You will join a team recognized for its collaborative spirit, ongoing support, and commitment to customer service excellence, with no solicitation or sales required.

• Deliver a high-quality customer experience through phone and email interactions.
• Understand clients' needs and guide them toward appropriate solutions.
• Respond to inquiries with professionalism, empathy, and efficiency.
• Provide guidance regarding financial services products and savings plans.
• Analyse and resolve more complex situations by identifying suitable solutions.
• Use the tools and software required to perform effectively in the role.
• Contribute to customer service best practices across the team.
• Collaborate with team members to ensure a consistent and positive client experience.

• Is recognized for their excellent interpersonal and relationship-building skills.
• Stands out for their professionalism and customer-focused approach.
• Demonstrates strong stress management skills in a dynamic environment.
• Has strong problem-solving and analytical abilities.
• Has at least two (2) years of customer service experience.
• Is comfortable working with computers and a variety of software applications.
• Is available to start on October 13, 2026.
• Has strong English and French communication skills, both spoken and written.
• Advanced level of English and French proficiency required, as the incumbent will be expected to communicate verbally and in writing with English-speaking and French-speaking clients and colleagues across Canada on a frequent basis.

• A paid five-week training program upon joining the team.
• Ongoing support from a trainer and a coach to help guide your development.
• A work environment where learning and development merge with a collective pursuit of excellence.
• AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth.
• Managers who value autonomy and actively support their teams.
• A remote work opportunity with on-site presence required 2 to 4 times per month at an office in Québec City, Montréal, or Toronto.
• A collaborative team environment where teamwork and enjoyment at work are important.
• Continuous learning and career growth opportunities within a rapidly growing organization.

• A 35-hour work week scheduled between 8:00 a.m. and 8:00 p.m., Monday to Friday, with schedules provided one month in advance.
• Flexible group insurance plans.
• Competitive retirement savings plan.
• Employee share purchase plan.
• Vacation program, wellness days, and personal development days.
• Telemedicine services.
• Employee and Family Assistance Program (EFAP).
• Comprehensive health program and competitive working conditions.
• Discounts on iA products and much more.

Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College Avenue Company iA Financial Group Posting End Date

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…