iA Financial Group (Industrial Alliance)

Product Marketing

• Develop and deploy integrated go-to-market strategies
• Analyze the market, competition, and performance data
• Define value propositions, customer journeys, and sales arguments
• Design and implement growth strategies
• Ensure the optimization of digital product presence
• Lead large-scale strategic projects
• Act as an advisor to internal partners and senior management
• Define and track marketing initiative performance indicators

Senior Advisor, Product Marketing

Compliance

• Managing privacy-related requests
• Supporting business units in meeting their obligations
• Contributing to reporting activities for senior management
• Developing tools to support the processes of the Chief Privacy Officer’s Office
• Contributing to the implementation of various Privacy Office processes
• Participating in the improvement of technological tools under the responsibility of the Chief Privacy Officer
• Collaborating with team members to develop awareness initiatives on privacy protection
• Preparing required reports for regulatory authorities

Compliance Analyst, Privacy Protection

Procurement

• Lead the procurement strategy for the IT sector and develop consolidation and portfolio optimization strategies to maximize value for iA;
• Provide leadership to business partners to ensure the understanding and application of governance frameworks, as well as rigorous supplier management, particularly for strategic agreements;
• Manage team capacity, priorities, and development in collaboration with stakeholders to meet business objectives;
• Build and maintain strong relationships with internal and external partners while staying current on IT sector challenges, issues, and priorities;
• Participate in strategic governance committees for key suppliers and support the management of major agreements in collaboration with relevant teams;
• Manage issues, disputes, and complex negotiations with suppliers;
• Contribute to the evolution of procurement and supplier management practices by identifying continuous improvement opportunities;
• Mobilize, coach, and develop team capabilities in line with industry best practices.

Director, Strategic Procurement – IT Sector

Claims Specialist

• Analyzing and adjudicating mechanical warranty claims for various types of vehicles.
• Processing claims, determining eligibility, and authorizing repairs in accordance with active contracts.
• Assigning inspectors when required and identifying abusive or potentially fraudulent claims.
• Communicating decisions to claimants and answering questions regarding coverage or the claims process.
• Calculating and issuing required payments.
• Following up on files and collaborating closely with internal teams.
• Managing level 1 complaints and escalating those requiring higher-level follow-up.
• Performing any other duties assigned by management.

Mechanical Warranty Claims Adjuster

Growth Marketing

• Coordinating the deployment of growth and retention strategies across distribution networks, ensuring their adoption and impact on commercial performance.
• Developing and implementing growth programs and initiatives for advisors, in collaboration with the Marketing Strategy and Global CX teams.
• Leading launch plans and onboarding activities to ensure clear understanding and strong adoption by advisors and partners.
• Contributing to the planning and deployment of sales activation programs and related promotional tools.
• Ensuring alignment, consistency, and effectiveness of tools and communications to maximize engagement from internal and external partners.
• Working closely with Sales, Marketing, Communications, and partner teams to optimize initiatives and field approaches.
• Analyzing feedback and performance results from distribution networks to recommend continuous improvements and identify new growth opportunities.
• Ensuring an advisor and client experience aligned with the company’s ambition, while complying with applicable regulations (CAN‑SPAM, CASL).

Senior Advisor, Growth and Retention

Administration

• Ensure service levels to advisors are maintained and servicing all inforce life insurance policies
• Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems
• Anticipate the needs of advisors and follow established processes for informing them of important details related to policy changes
• Act as the key resource and contact for all insurance carriers with respect to in force policies
• Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate and processed timely
• Respond to inquiries from servicing advisors and insurance carriers
• Follow up on all outstanding requirements for policy changes

Policy Service Administrator

Events

• Analyze member accounts and legal documentation to determine beneficiary entitlements, pension divisions, and applicable tax and legislative requirements across Canada.
• Review and process complex life event cases (death, divorce, bankruptcy, unlocking requests, deaccumulation plans) in accordance with applicable legislation.
• Perform calculations related to pension divisions, settlements, and ongoing payments while ensuring accuracy and compliance.
• Collaborate with internal teams (customer service, compliance, legal) and communicate with members/clients to obtain required information and resolve complex cases.
• Process financial transactions, review exception reports, issue tax slips, and perform peer reviews to ensure accuracy and adherence to service standards.

Analyst, Life Events

• Oversee Managed Program and Capital Markets
• Support the CCO in compliance responsibilities
• Develop and guide a team of 25 professionals across Canada
• Improve and maintain the tier 2 supervision program (including trade conduct compliance)
• Enhance risk management, productivity, and operational efficiency
• Stay updated on regulatory changes
• Present key performance indicators and reports to the CCO
• Advise employees and advisors on policies and regulatory matters
• Forecast trends and provide guidance to internal partners
• Collaborate on compliance and business initiatives
• Develop relationships with business partners for compliance culture
• Work with iA Affiliate Compliance teams
• Attend industry events to gather insights

Director, Compliance Tier 2 Supervision

Insurance

• Établir un contact personnalisé avec la clientèle et créer un climat de confiance favorisant la vente de contrats d’assurances automobile et habitation
• Respecter les politiques de souscription de l’entreprise
• Mettre votre talent à profit pour augmenter la rétention de notre précieuse clientèle
• Offrir un service conseil de qualité, axé sur les besoins réels des clients
• Collaborer avec vos collègues dans un environnement dynamique et motivant

Agent, assurance de dommages

Human Resources

• Providing customer service by email and phone to the sales team or distribution networks;
• Analyzing, processing, and explaining complex situations, and proposing clear and precise solutions;
• Acting as a reference for the sales team by clearly explaining compensation rules;
• Using multiple computer systems daily to process requests and follow up accordingly;
• Identifying and reporting non-standard situations and collaborating to find effective solutions;
• Participating in continuous improvement initiatives and professional development opportunities.

Compensation Specialist

Business Analyst

• Collaborating with stakeholders to gather, analyze and clarify business needs while ensuring strategic alignment;
• Analyzing impacts and risks related to the implementation of technology solutions and operational process changes;
• Acting as a liaison between project teams, business teams and operational teams;
• Conducting impact analyses between current and target processes and proposing improvements to enhance operational efficiency;
• Contributing to change management activities and supporting user adoption through communications, tools and training.

• Ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers
• Resolve issues related to advisors’ licensing and investigate and resolve inquiries related to contracting and commissions, including matters involving bonus commission rates
• Facilitate the completion of advisor contracting and block transfers, including buy-Ins and business consolidation, with insurance carriers
• Communicate with advisors and ensure they are regularly updated on status
• Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding the downstream impacts on reporting and commissions
• Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements
• Onboard and screen advisors through APEXA system, communicating any compliance issues until completion and approval of their contract with PPI
• Work within the APEXA system to facilitate advisor contracting and transfers
• Assist advisors with provincial licensing and sponsorship requests
• Anticipate advisor needs and follow established processes to inform advisors of important contracting-related details
• Investigate and facilitate the resolution of inquiries and/or issues related to advisor contracting, licensing and commission overrides, including communicating with the insurance carriers, advisors and the appropriate departments within PPI
• Ensure all tasks are completed according to PPI guidelines and standards, and work with the Team Leader and the team Manager/Director to effectively achieve department goals and objectives
• Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees
• Perform additional responsibilities, duties and special projects as required

Contracting Administrator

Auditor

• Perform various IT audit engagements related to information technology, information systems and other relevant topics, following the established methodology.
• Assess IT general controls, IT internal controls and IT application controls associated with systems and applications.
• Actively participate in all stages of engagements, from defining objectives to planning, fieldwork and report writing.
• Establish and meet timelines in collaboration with the engagement team and management.
• Perform analyses and testing related to IT governance and internal controls, ensuring compliance with internal audit quality standards.
• Support follow-up on recommendations provided to audited areas and monitor major initiatives.
• Contribute to the preparation of the annual internal audit plan for information technology.
• Provide coaching to less-experienced colleagues on audit techniques and methodology.
• Prepare and communicate audit results to management and the audit committee.
• Maintain professional relationships with stakeholders based on trust, collaboration and active listening.

Senior Auditor, Information Technology

Underwriter

• Serve as a strategic advisor and coach to underwriters across all experience levels
• Provide expert guidance on complex, high-risk, and grey-area cases
• Lead knowledge transfer through structured training and standard support
• Contribute to underwriting quality through complex case reviews
• Oversee workload distribution and proactively identify risks
• Partner with underwriting leadership to address performance challenges
• Drive continuous improvement by identifying process simplification opportunities
• Act as a connector across underwriting, management, and partners

Senior Underwriting Consultant

Operations

• Improving sector performance by implementing elements of the integrated performance strategy, while ensuring initiatives are aligned with the organization’s strategic objectives.
• Developing, delivering, and monitoring performance improvement plans in support of operational priorities, business challenges, and strategic directions.
• Acting as a trusted advisor to optimize operational effectiveness and efficiency, leveraging proven methodologies, including Lean.
• Contributing to a high-performance culture by training, coaching, and supporting leaders and their teams in Lean, performance management, and continuous improvement.
• Facilitating the adoption, integration, and increased maturity of virtual performance management rooms (ObeiA) in collaboration with process experts, while supporting effective change management.
• Promoting cross-functional communication and collaboration to ensure consistency, synergy, and flow in the execution of organizational strategies, notably through performance forums.