Service Offer Advisor at iA Financial Group

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

95000.0

Posted On

18 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Proposal writing, RFP management, Communication, Strategic planning, Group insurance, Group savings, Content creation, Marketing, Project management, Collaboration, Interpersonal skills, Analytical skills, Writing, Summarization, Popularization

Industry

Financial Services

Description

Job Description Service Offer Advisor Build the future with us Are you driven by writing, communication, and the development of proposals, and would you like to contribute to the purpose of a company whose mission is to ensure its clients feel confident and secure about their future? As a Service Offering Advisor, you will play a key role in the design, writing, and delivery of winning service proposals as part of group insurance and group savings requests for proposals (RFPs). This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Service Offer Advisor, you’ll be at the core of our mission. Here are the main responsibilities: Managing RFP projects at all stages of delivery; Leading large-scale RFPs and strategic meetings; Communicating with the various internal group insurance and group annuity teams to validate the information required for the preparation of service proposals; Writing service proposals that highlight our products, tools, and services; Creating content that presents our products and services to ensure the relevance and marketing impact of this content. What could accelerate your success in this role We’re looking for someone who: Is recognized for strong writing, summarization, and popularization skills, as well as the ability to transform complex content into clear messages; Stands out for rigor, attention to quality, and a strong eye for detail; Demonstrates an excellent ability to work under pressure while managing multiple files simultaneously; Is recognized for strong collaboration skills and the ability to build excellent interpersonal relationships; Has 6 to 8 years of experience in proposal writing, RFPs, communications, or marketing; Has an advanced level of English proficiency, as the person will be required to write, analyze, and review service proposals and collaborate regularly with internal teams, business partners, and clients who are often English-speaking only. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! The typical hiring range for this position is between 67 000$ and 95 000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! Location(s) Montreal, Quebec Other Possible Location(s) Québec, Québec, Toronto, Ontario Company iA Financial Group Posting End Date 2026-04-27 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 in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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 with your needs. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!

Responsibilities

The Service Offer Advisor manages RFP projects at all stages, including leading strategic meetings and coordinating with internal teams. They are responsible for writing and creating compelling service proposals that highlight the company's products and services.