About the role#
As a Student - Branch Coordinator, you will support client service operations and administration. This role focuses on process improvement and project support within a financial services environment. You will work in a hybrid capacity and gain exposure to various operational tasks.
What you'll do#
- Process and organize confidential client documentation for account updates and redemptions while ensuring compliance.
- Analyze and resolve complex situations, using escalation channels when necessary.
- Communicate with clients and team members via telephone, email, and collaboration platforms.
- Support advisors and associates on projects using Microsoft Teams and SharePoint.
- Maintain client databases and generate Assets Under Administration reports in Microsoft Excel.
- Use Robotic Process Automation tools and macros to automate repetitive tasks.
- Maintain knowledge of financial products including RRSPs, TFSAs, mutual funds, and GICs.
- Document processes, identify optimization opportunities, and assist with onboarding new team members.
What you'll need#
- Current enrollment in an undergraduate or graduate program in business, finance, accounting, or a related field.
- Advanced proficiency in both French and English, as you will communicate with unilingual clients and partners across Canada daily.
- Proficiency in Microsoft Office Suite, specifically Excel, Word, Outlook, and Teams.
- Strong organizational, analytical, and problem-solving skills.
- Ability to manage multiple priorities and meet deadlines.
- Familiarity with SharePoint and collaborative work environments.
- Interest in the financial services industry and potential interest in pursuing the Canadian Securities Course (CSC).
Location & details#
- Locations: Quebec, Montreal, or Toronto.
- Modality: Hybrid.
- Employment: Full-time, paid position.
- Term: Rolling.
About iA Financial Group (Industrial Alliance)
iA Financial Group operates as a large insurance and wealth management firm. The company maintains a presence in Canada and the United States. It is a public company listed on the Toronto Stock Exchange. The organization employs over 10,000 people and maintains headquarters in Quebec City.
How to get in at iA Financial Group (Industrial Alliance)
Securing an internship at iA Financial Group requires speed, as early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, ensuring you apply among the first. This timing provides a distinct advantage when competing for spots at a major firm. Beyond timing your application, you should focus on connecting with the right people. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the position or a referral. Engaging with a recruiter directly often improves your response rates compared to submitting an application into a general queue.
