iA Financial Group (Industrial Alliance)

Consultant

• Design, redesign, and document end to end operational processes (current state and future state), including intake, workflows, handoffs, controls, and exception handling
• Translate complex operational processes into clear, accurate, and standardized documentation that enables consistent execution across teams
• Ensure all documentation adheres to established documentation standards for clarity, accuracy, and usability, ensuring process changes are effectively communicated
• Identify opportunities to modernize processes and supporting documentation, including improvements to learning and development systems, tools, and materials, ensuring alignment to business objectives and priorities
• Leverage technology when redesigning and documenting work, including identifying automation opportunities and partnering with SMEs, business analysts and technology teams to support implementation
• Collaborate with cross functional stakeholders to validate process details, incorporate feedback, and ensure alignment with operational realities
• Develop clear, concise, and audience appropriate communications to support process understanding, and adoption for advisors, employees, and other stakeholders
• Manage and coordinate communications related to process updates and operational changes, including PPI and carrier related material
• Maintain process governance by ensuring documentation is version‑controlled, consistently updated, and aligned with enterprise standards and audit expectations
• Ensure all documentation and communications comply with regulatory requirements and internal policies

Process Documentation Consultant

Compliance

• Participating in conflict of interest management processes, including the review of employees’ personal transactions (StarCompliance);
• Collaborating in the monitoring of investment sector employees’ activities on social media (Global Relay);
• Contributing to compliance and operational risk controls, including the completion of risk assessments;
• Participating in portfolio monitoring processes;
• Supporting the team in the delivery of various compliance and operational risk projects.

Intern – Compliance and Operational Risk Analyst

• Monitor the general mailbox of the Compliance and Risk Management Department.
• Assign assistance requests from internal and external partners to the appropriate resources for handling.
• Open files according to the relevant process and update tracking records.
• Handle requests for access to information from regulatory authorities or related entities, as well as external partners.
• Compile the information and documentation necessary to respond to requests for access to information in a timely manner.
• Conduct research on the compliance history of intermediaries and prepare research reports.
• Ensure that the Monitoring and Investigations team's initiative tracking records are properly maintained.
• Actively participate in quarterly reporting within the required deadlines.
• Assist and support investigators and other members of the Surveillance and Investigations team in carrying out any surveillance or investigation initiative, including extracting and analyzing insurer data.
• Support the Director in preparing executive summaries or any other presentations for senior management.
• Perform any other related tasks.

Compliance Technician – Oversight and Investigation

Analyst

• Support Journey Owners in defining, documenting, and optimizing end‑to‑end journeys
• Contribute to journey optimization initiatives, including experience redesign and journey orchestration
• Support the documentation of business cases, metrics, benefits tracking, and adoption rates to help prioritize features
• Collaborate with key stakeholders to complete required artifacts and support agile delivery and execution
• Actively participate in team activities and contribute to a collaborative, agile work environment

Journey Analyst – Student

Director

• Support the manager in overseeing a portion of the Private Equity and Infrastructure portfolio;
• Monitor the market and track trends in sectors related to alternative investments;
• Conduct in-depth financial analyses of various investment opportunities;
• Prepare documentation required for investment approval stages;
• Assist the manager in negotiations related to the acquisition of new investments;
• Collaborate closely with various internal and external experts (lawyers, consultants, partners, etc.);
• Analyze and monitor the financial evolution of portfolio companies;
• Participate in the development and use of portfolio management tools.

Assistant Director, Private Equity – Infrastructure

Financial Planning and Analysis

• Maintain and develop asset-liability risk models to support asset-liability management, portfolio management and various actuarial needs
• Maintain and develop accounting models for evaluating liabilities under IFRS17 in the context of investment risk management
• Monitor, analyze and explain the evolution of relevant risk metrics (Monte Carlo VaR, sensitivities, …)
• Be a subject matter expert on actuarial and modeling practices in the context of investment risk management
• Generate actionable risk insights for our partners
• Contribute to a variety of complex strategic projects, mandates, and activities
• Actively engage with various internal teams
• Stay up to date on best practices in investment risk for continuous improvement purposes
• Provide mentoring to more junior team members

Associate Director, Asset-Liability Specialist, Investment Risk

• Agir comme principal partenaire en risque auprès des équipes de placement des fonds généraux
• Piloter les activités de risque en soutien aux initiatives des partenaires
• Traduire des concepts techniques liés aux risques de façon claire et concrète
• Agir comme membre de l’équipe sénior et contribuer à son orientation stratégique
• Diriger ou contribuer à des initiatives conjointes avec l’équipe des fonds généraux

Directeur(trice), Expert métier – Fonds généraux, Risques d’investissement

• Ensure the delivery of technology services and solutions aligned with the business needs of the Vice-President, Customer Experience.
• Recruit, onboard, coach and engage employees and contractors under your responsibility.
• Evaluate employee performance, contribute to setting annual objectives and identify training needs.
• Operate in a co-management model with the business partner and other Deputy Directors.
• Plan, organize and lead the activities of delivery teams to meet objectives, deadlines and service levels.
• Identify optimization opportunities to improve team velocity.
• Promote service quality and partner satisfaction.
• Facilitate steering committees, manage issues and present key performance indicators.
• Participate rigorously in budget management and monitoring.
• Increase operational efficiency through the deployment of new practices (AI, DevOps, cloud, innovation).
• Act as a leader in managing critical 24/7 solutions and improving their availability.

Deputy Director – IT Solutions Delivery, Customer Data, Golden Record

Sales

• Understand and analyze requirements with the Product Owner and users to design appropriate solutions aligned with objectives
• Perform design, programming, configuration, and integration of Salesforce solutions by applying best practices, design patterns, and a security-focused, quality-driven approach
• Execute and automate testing, ensure smooth deployments through CI/CD pipelines, and maintain high performance of solutions into production
• Collaborate with peers, take part in technical discussions, and contribute to code reviews to ensure consistency, quality, and adherence to standards
• Support production solutions by monitoring, maintaining, troubleshooting, and driving continuous improvement
• Keep clear, up-to-date documentation and actively participate in team activities (planning, Agile ceremonies, Definition of Done).

Principal Salesforce Developer

Security Analyst

• plan and perform intrusion tests on web applications, APIs, cloud environments, internal infrastructures
• set up and participate in purple team exercises simulating real attack scenarios
• collaborate with defensive teams to validate controls and improve detection mechanisms
• document findings, provide remediation recommendations, and present results to stakeholders
• stay informed about emerging threats, tools, and techniques in offensive security
• work with a high degree of autonomy and initiative

Offensive Security Analyst

Project Manager

• Participate in project planning, monitoring, and coordination (objectives, deliverables, risks, timelines, dashboards, tracking tools, governance meetings, etc.)
• Take charge of certain departmental projects and support efforts to enhance the performance of the business system
• Document partner needs, clarify expectations, and produce structured analyses to support decision‑making
• Prepare various deliverables such as meeting minutes, presentations, tracking templates, and other working documents
• Identify operational pain points, analyze root causes, and recommend solutions to optimize existing processes
• Collaborate closely with partners, users, team members, and stakeholders throughout the project lifecycle
• Apply project management, Lean, and continuous improvement principles in daily activities

Project Management Intern

• Influencing underwriting practices and contributing to large-scale strategic initiatives
• Reviewing complex files for underwriting quality and risk assessment
• Conducting quality controls and participating in audit processes
• Providing expert assessments for contestable, post-issue or litigation-related cases
• Evaluating current underwriting rules and recommending updates
• Collaborating with various partners to ensure alignment and consistency of rules
• Contributing to underwriting automation and modernization practices
• Acting as a resource for underwriters and providing training and support.

Head Underwriter – Senior Underwriting Consultant

• Develop, write, modify and document business analyses in accordance with the business architecture specifications
• Document, design and optimize business processes
• Collaborate closely with the business architect to define implementation strategies and testing approaches
• Plan, write, execute, validate and coordinate acceptance testing
• Analyze, design and implement business solutions and controls
• Identify, document and recommend detailed solutions to meet the various operational needs of the business unit
• Support users during the implementation of new processes

Business Analyst

• Leading continuous improvement and development projects, from planning through delivery
• Analyzing business needs, documenting requirements, and proposing appropriate solutions
• Identifying process impacts and recommending concrete improvement opportunities
• Ensuring the coordination, prioritization, and alignment of ongoing initiatives
• Facilitating collaborative workshops with stakeholders to drive innovation and performance
• Contributing to the definition and implementation of effective and sustainable business solutions
• Providing strategic change management support to promote adoption and ownership of initiatives

Business Process Analyst

Vice President

• Lead and manage the Global Fixed Income & Credit Team, ensuring alignment with the firm's overall investment philosophy and process, as well as funds and clients’ strategies, objectives and constraints.
• Develop and implement investment and trading strategies across various fixed income and credit mandates to achieve superior risk-adjusted returns.
• Oversee portfolio construction and management, trading, risk management, and performance attribution for fixed income portfolios.
• Oversee economic/market analysis and research in support of identification of investment opportunities and risk management.
• Collaborate with other investment teams and partners to integrate fixed income strategies into multi-asset portfolios.
• Build and maintain strong relationships with dealers, sell-side research, clients and partners.
• Contribute to macro and thematic insight within the broader investment team.
• Provide regular updates and insights on market developments and outlook, investment views, and portfolios’ performance.
• Mentor, coach and develop team members.
• Represent the firm at industry conferences, client meetings, and other public forums.