iA Financial Group (Industrial Alliance)

Auditor

• Assess inherent and residual risks associated with audited areas
• Plan and execute financial audit engagements independently or as part of a team
• Develop audit programs and set timelines in collaboration with Management
• Evaluate the design and operating effectiveness of internal controls
• Serve as a technical resource and point of reference for colleagues
• Provide coaching and support to less-experienced auditors
• Maintain effective and professional communication with audited business areas
• Draft, present, and explain audit reports to stakeholders
• Make relevant, value-added recommendations
• Follow up on recommendations and action plans
• Assess the development and effectiveness of controls implemented as a result of audits

Senior Internal Auditor, Financial Risk Audit

Data Analyst

• Develop, maintain, and promote the use of data analytics and continuous auditing methodology within Internal Audit
• Participate in audit mission planning to identify opportunities for data analysis
• Gather, analyze, and communicate data and analytics needs, and coordinate their integration into audit engagements
• Contribute to defining analytical scenarios and tests related to risks, controls, and audit objectives
• Support auditors in interpreting analytical results
• Ensure the quality, traceability, and governance of the data used
• Document procedures and findings in accordance with internal audit standards
• Provide strategic recommendations based on analytical results to support decision-making
• Collaborate with IT teams and data owners to access and structure the data required for audit activities
• Develop and maintain tools, models, or scripts to automate data analysis
• Support process automation, reporting, and performance tracking, including the development of key performance indicators (KPIs)
• Train teams on data analysis tools and provide technical support for interpreting results
• Stay informed on the latest trends and technologies in data analytics and auditing

Senior Data Analytics Advisor

Business Intelligence Analyst

• Overseeing the preparation and review of financial statements and fund disclosures
• Ensuring the completeness and accuracy of financial statements
• Identifying and reviewing discrepancies, irregularities, and potential financial risks
• Ensuring compliance with IFRS standards and regulatory requirements
• Monitoring and implementing controls related to financial reports
• Developing and automating visualization and validation tools using Excel VBA, Power BI, and Python

Financial Reporting Analyst

Administration

• Lead, engage and develop a management team responsible for the administration of individual insurance contracts within modernized environments
• Ensure overall operational performance, including quality, response times, productivity, risk management and customer experience, in highly complex settings
• Play a key role in operationalizing modernization initiatives by ensuring the effective integration of modernized processes and systems into day-to-day operations
• Be accountable for the stability, performance and sustainability of modernized processes once delivered by transformation teams
• Ensure seamless coexistence between modernized processes, legacy processes and exclusive services to minimize impacts on customers, the sales force and business partners
• Develop, implement and enforce policies, procedures and service standards aligned with the business strategy
• Ensure compliance with national service and performance standards in a context of ongoing transformation
• Ensure that processes and tools support delivery of a distinctive, personalized customer experience, particularly for Elite clients and complex cases
• Plan, organize and manage departmental activities to achieve operational and strategic objectives while maintaining a balance between operational stability and evolving practices
• Define, monitor and analyze performance and management indicators to assess operational effectiveness, identify improvement opportunities and support decision-making
• Foster skills development and team engagement in a context of increasing specialization and long-term operational sustainability
• Communicate proactively and continuously with other divisional leaders, IT teams, project teams, the sales force and external partners to promote alignment and collaboration
• Support and advise teams and managers in resolving complex situations, going beyond problem-solving to create added value
• Establish and maintain strong, collaborative and sustainable working relationships with all internal and external stakeholders (MGAs, reinsurers, internal partners)

Director – Integrated Contract Administration and Exclusive Services

Director

• Lead, engage, and develop a management team responsible for the administration of individual insurance contracts nationwide
• Oversee day-to-day operations while ensuring compliance with service, quality, and productivity standards
• Develop, implement, and enforce policies, procedures, and service standards aligned with business strategy
• Ensure that existing processes deliver a high-quality experience for agencies, advisors, and clients
• Plan, organize, and manage departmental activities to achieve operational and strategic objectives
• Define, monitor, and analyze performance indicators to assess operational effectiveness
• Support competency development and employee engagement with a sustainability mindset
• Operate in a transforming work environment and contribute to operational reflections and adjustments
• Communicate proactively with divisional leaders and corporate services
• Support and advise managers and teams in resolving complex situations

Director, Administrative Support, Transactions

Consultant

• Prepare and organize client‑facing documentation, reports, and meeting materials for consultants
• Provide support with account openings, asset transfers, investment changes, and beneficiary updates
• Ensure timely follow‑up on action items after meetings
• Maintain accurate and up‑to‑date client records in CRM and financial planning systems
• Handle complex or special cases and ensure follow‑up within established deadlines
• Process participant requests in administrative systems
• Respond to participant inquiries and provide information
• Act as a point of contact for participant requests
• Pre‑fill various forms and send them to participants
• Support consultants in their personalized outreach efforts
• Work closely with internal teams to ensure smooth execution of financial transactions
• Identify opportunities to streamline workflows
• Manage special projects for the team
• Support internal audits and compliance

Consultant Support Associate

Analyst

• Participate in producing financial results, including reserve valuation and capital-related items.
• Contribute to recurring monitoring exercises (KPIs, analyses, variance explanations) and support decision-making.
• Perform or update assumption and experience analyses, document choices and quantify impacts (changes in basis, parameters, rates, fees).
• Develop, modernize and increase the reliability of actuarial tools: calculations, controls, data collection, and documentation, focusing on quality, efficiency and maintainability.
• Analyze and interpret results with managers, then communicate findings in plain language for various stakeholders (finance, pricing, leadership), including preparing summaries and recommendations.

Senior Actuarial Analyst

• Contribuer au développement et à l’amélioration des fonctions actuarielles et financières d’une filiale d’assurance vie
• Participer à l’évaluation des provisions mathématiques et à l’analyse des mouvements trimestriels
• Produire des analyses financières et en dégager les constats clés pour la haute direction
• Analyser les résultats des études d’expérience et recommander les ajustements nécessaires à l’actuaire en chef
• Maintenir et développer les outils actuariels, notamment dans le logiciel AXIS

Analyste en actuariat

• Track and receive the medical requirements necessary to assess applications for coverage
• Scan and file medical reports and records into the appropriate systems
• Validate medical invoices and ensure their compliance
• Order required medical examinations to complete file analysis
• Process insurability declarations and open files in the system
• Respond to incoming calls from group policyholders across Canada
• Report any anomalies or malfunctions in the medical selection process
• Participate in continuous process improvement

Medical Selection Analyst – Group Insurance

Financial Planning and Analysis

• Ensure the investment team’s service levels to advisors are maintained
• Facilitate accurate, compliant and timely processing of segregated fund trades
• Supervise and mentor assigned Investments staff
• Monitor workflow and ensure tasks are completed accurately and on time
• Partner with Manager, National Investments to oversee recruitment of new staff
• Provide coaching and mentorship to team members
• Coordinate with software vendors and FundServ for system upgrades or releases
• Establish and foster relationships with carrier partners and advisors

Team Leader, Investments

• Ensure service levels to advisors are maintained
• Process all changes submitted by an advisor for inforce life insurance policies
• Assume ownership of assigned files and assist in problem resolution
• Anticipate the needs of advisors related to policy changes
• Act as the key resource and contact for insurance carriers
• Maintain compliance and timely processing of policy changes
• Respond to inquiries from servicing advisors and insurance carriers
• Follow up on all outstanding requirements for policy changes

Policy Service Administrator

Counselor

• Serve as a communications advisor and subject-matter expert
• Develop and implement communication plans
• Write and adapt clear, engaging content
• Manage large-scale communications projects
• Contribute to change management and the improvement of customer journeys

Senior Communications and Special Projects Advisor

• Participating in meetings with internal partners to understand their objectives and business needs
• Contributing to the preparation of simple documentation (definitions, calculation rules, data sources)
• Helping design, enhance, and maintain reports and dashboards within the Oracle environment (OTBI, BI Publisher, FR Studio), Excel, and occasionally Power BI
• Testing reports, identifying and documenting issues, collaborating on the implementation of fixes
• Collaborating with the team to present analyses, suggest improvement opportunities, apply data visualization best practices

System Analyst Intern – Financial Reporting

• Serve as a trusted financial partner, offering expert wealth planning and customized investment strategies
• Develop and implement personalized financial plans
• Deliver sound investment advice
• Assess clients' insurance needs to recommend suitable products for their financial protection
• Engage with clients to understand their unique financial goals and craft tailored solutions
• Develop holistic financial plans that integrate investment and insurance strategies
• Ensure accuracy and up-to-date information in client accounts and documentation
• Stay up to date with regulatory rules and changes in the investment and insurance industry
• Document all client interactions and transactions accurately
• Resolve issues and process client transactions expediently and accurately

Investment Advisor

Public Relations

• Participer à l’ouverture des nouvelles demandes clients dans le système administratif
• Indexer les demandes vers les équipes transactionnelles concernées
• Envoyer les documents relatifs aux modifications de contrats par livraison électronique
• Mettre à jour et corriger les données clients afin d’assurer leur conformité aux normes de Postes Canada
• Procéder à la saisie d’information dans différents systèmes
• Traiter les retours de courrier liés à des adresses erronées
• Déposer les lettres et documents requis aux dossiers afin de permettre la finalisation des dossiers par les équipes transactionnelles