Regional Assistant – Events and Sales Support

iA Financial Group•Montreal, QC

2d•Hybrid

About The Position

Build the future with us Are you driven by the field of insurance and financial services and wish to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Regional Assistant – Events and Sales Support, you will play a key role in supporting, planning, promoting and delivering events for the life insurance and individual savings and investment sales team at iA for Quebec and the Atlantic provinces. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment conducive to collaboration and innovation.

Requirements

Is recognized for their rigor, precision and attention to detail;
Stands out for their skills in coordination and event planning;
Demonstrates a strong ability to manage priorities and adapt in a constantly changing environment;
Is recognized for their excellent customer service and communication skills;
Holds a college diploma in a relevant field;
Has 3 to 5 years of experience in a relevant field, including experience in event coordination (a strong asset).

Nice To Haves

experience in event coordination (a strong asset)

Responsibilities

Coordinate the planning of events, meetings, seminars, promotional tours and accredited training sessions for Quebec and the Atlantic provinces: booking venues and suppliers, creating promotional materials, managing registrations and following up on activities before, during and after events to ensure an optimal experience;
Act as a resource during events (on-site coordination, note-taking or technical support) and liaise with internal and external partners to ensure proper execution;
Contribute to the preparation of communication and marketing materials (letters, email and digital campaigns) from both a design and execution perspective;
Ensure administrative management: preparing expense reports, processing invoices, tracking payments and managing requests related to activities;
Support the Regional Vice-President and the sales team in managing travel, expenses, preparing presentations and other tasks;
Establish and maintain relationships with partners (MGAs, national accounts, financial institutions, advisors, etc.) and act as a key point of contact with internal teams;
Coordinate certain special initiatives as well as manage and maintain the inventory of promotional materials;
Handle confidential information in compliance with confidentiality standards.