Agent, Financing Program

5 months ago

Quebec City, Canada iA Groupe financier iA Financial Group Full time

Investia / Montreal or Quebec / Hybrid or Remote / Permanent _

Are you known for being an excellent team player, very rigorous in your work and a good communicator? If so, we have a great opportunity for you at Investia

Under the supervision of the Director of Financing and Compensation, the Agent is responsible for planning, organizing, supervising and coordinating the issuance of various types of loans and transition allowances to Investia representatives. In this position, you interact with the various teams (legal, sales, finance, registration and compensation). In fact, you're the central point for all these players, ensuring that loan issuance is completed on time and to standard.

**In this role, the incumbent**:

- Analyzes and follows up on documents submitted by the sales team (confirmation of financing policy and transfer allocation)
- Prepares various documents (amortization schedule, change of life insurance beneficiary, etc.)
- Ensures validity of financial information provided by sales team
- Keeps track of all steps involved in issuing a loan or transfer allowance
- Communicates with representatives to obtain documents and signatures
- Analyzes and optimizes processes using indicators
- Ensures that all parties involved meet deadlines
- Works closely with departmental managers in the loan issuance process
- Disburses the loan or allocation once all authorizations have been received
- Implements the loan drawdown mechanism
- Produces various financial reports for the CFO
- Reconciles loans and their viability on a monthly basis
- Processes interest rate revisions and termination files for representatives with loans in force
- Responsible for updating procedures related to all financing processes
- Ensures compliance with existing internal controls (design and monitor)
- Maintains up-to-date lending and transfer policy criteria
- Provides customer service in relation to files under their responsibility

In addition, you may be assigned other tasks when financing requests are lower (up to 50% of your time at certain times of the year):

- Participation in the budget process
- Participation in the financial month-end process
- Participation in the financial analysis process
- Participation in various annual audits
- Participation in day-to-day trust accounting operations
- Participation in day-to-day operations of the compensation team

This position is constantly evolving, in line with business development, and involves frequent periods of intense work with a high volume of files and deadlines to be met.

**Qualifications**:

- Bachelor's degree in business administration;
- Minimum 1 year of relevant experience;
- Knowledge of financing and legal documentation a strong asset;
- Demonstrate organizational skills and autonomy;
- Ability to manage priorities and work under pressure;
- Ability to make quick and justified decisions;
- Diplomacy and leadership;
- Excellent oral and written skills in French and English, due to frequent interaction with internal colleagues and French and English-speaking partners across Canada.

LI-Remote #Li-Hybrid #LI-ST1

**Company Overview**:
**About**:
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 50,000 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.

**Our commitment to Diversity and Inclusion**:
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.

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