Customer Service Representative, Advisor Relations
iA Financial Group
About this role
A Customer Service Representative — Advisor Relations is a client-facing role at iA Financial Group focused on ensuring advisors and their clients feel confident and secure about their financial relationships. Reporting to the Advisor Relations Supervisor, the role embodies the company’s values and supports advisor satisfaction and retention through expert, empathetic service.
Skills
Qualifications
About iA Financial Group
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Recent company news
The Globe and MailJulie Gallagher named new CEO of Richardson Wealth
2 days ago
CoverageriA Financial Group adds $1.5 billion advisor team in Western Canada
1 week ago
Investment ExecutiveIndustry moves: IA Private Wealth lands $1.5B ScotiaMcLeod advisory
2 weeks ago
Business WireiA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
Wealth ProfessionaliA Financial reveals plans for newly acquired Richardson Wealth business
Jul 30, 2025
About iA Financial Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for iA Financial Group.
Salary
$89k – $118k
per year