Salesforce Expert Advisor

Job Description

Job Title

Salesforce Expert Advisor

Build the future with us

Are you driven by digital transformation and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Salesforce Expert Advisor, you will play a key role in optimizing the adoption and effectiveness of the Salesforce CRM across the distribution network, acting as a field expert and strategic partner.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. 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 Salesforce Expert Advisor, you'll be at the core of our mission. Here are the main responsibilities:

• Act as a field reference for the use of Salesforce, including lead and opportunity management, reports, and dashboards.
• Work closely with Agency Directors and Sales Directors to increase advisor efficiency, drive sales, and maximize adoption of Salesforce features.
• Respond to complex questions from Assistant Directors and Sales Directors, share best practices, and promote the benefits of Salesforce for growth and service quality.
• Serve as a strategic link between agencies and the CRM team by identifying and communicating business needs, pain points, and opportunities for process and usage improvements.
• Collaborate closely with the Salesforce Product Manager to align business needs with system capabilities, technological constraints, and regulatory requirements.
• Measure Salesforce adoption and performance (usage rates, data quality) and produce reports and recommendations for management.
• Participate in the testing, deployment, and continuous improvement of new Salesforce features.

What could accelerate your success in this role

We're looking for someone who:

• Is known for their strong functional expertise in Salesforce, particularly in reports, dashboards, and analytical tools, as well as for an analytical mindset and results-oriented approach.
• Stands out for their influence-based leadership and credibility with teams, combined with excellent interpersonal skills that enable the ability to build relationships, mobilize, and positively influence stakeholders.
• Demonstrates a strong ability to thrive in a complex and evolving environment, showing proactivity, agility, and openness to change.
• Is recognized as a mobilizer and change agent, capable of supporting teams in adopting new practices and high-value solutions.
• Has a minimum of five (5) years of experience in a Salesforce-related role (advanced usage, optimization, support), along with a diploma in administration, information technology, or a related field.
• Has an excellent command of French, both spoken and written, as well as an intermediate level of proficiency in English, as the role requires daily verbal and written communication with English-speaking firms based in Ontario and British Columbia.

Mobility: Frequent travel to agency offices, primarily across Quebec, with some travel outside Quebec throughout Canada.

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)Quebec, Quebec

Other Possible Location(s)Montreal, Quebec, Toronto, Ontario, Vancouver, British Columbia

Company

iA Financial Group

Posting End Date2026-03-27

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 privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, 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.