iA Financial Group (Industrial Alliance)

Advisor

• Conducting diagnostic assessments of processes to identify areas for improvement
• Developing action plans based on findings
• Designing, preparing, and facilitating optimization workshops (Kaizen, problem-solving)
• Supporting managers and teams in deploying continuous improvement activities until benefits are realized
• Contributing to process mapping according to best practices and Lean principles
• Determining financial and non-financial gains from optimization activities

Optimization and Efficiency Advisor

Analyst

• Overseeing the preparation and review of financial statements and fund publications for mutual and segregated funds.
• Validating the accuracy of key financial documents, including income statements, balance sheets, cash flow statements and statements of equity.
• Identifying and analyzing financial discrepancies or irregularities to mitigate potential risks.
• Ensuring regulatory compliance of financial statements in accordance with industry standards.
• Implementing and monitoring internal controls related to financial and regulatory reporting.
• Collaborating on data governance initiatives, ensuring data accuracy and integrity with internal and external stakeholders.
• Assessing institutional client needs and contributing to the optimization of reporting processes and tools.
• Supporting and migrating operational tools built in Excel (VBA).
• Designing, developing and implementing Python-based solutions.
• Leveraging generative AI tools, including coding assistants such as Copilot, Agent Mode and Skills, to accelerate development and enhance the quality of visualization and operational solutions.

Analyst, Visualization

Financial Planning and Analysis

• Facilitate the processing of segregated funds, GICs and other investment products
• Assume ownership of assigned files and quality of data
• Track and follow-up on pending transfers with carriers
• Perform immediate follow-up with advisors regarding missing information
• Effectively resolve any issues, questions or complaints as they pertain to investments
• Establish and facilitate new client accounts within the WealthServ Investment System
• Manage incoming and outgoing Investments mail

Investments Administrator

Auditor

• conducting operational audit engagements, independently or as part of a team
• assessing inherent and residual risks, as well as internal controls
• establishing and ensuring adherence to timelines with the engagement team and Management
• drafting, presenting, and ensuring the quality of audit reports
• following up on issued recommendations, monitoring action plans, and reassessing control effectiveness

Internal Auditor – Operational Risk Audits

Technician

• Analyze and process requests for information and modifications related to the compensation of the sales force
• Provide customer service by email and phone
• Analyze transactions and provide the necessary explanations by referring to commission grids
• Explain compensation rules as well as various bonuses and contests to the sales force
• Use various computer systems to make file updates and ensure proper follow-up
• Identify out-of-the-ordinary situations and participate in finding solutions in a LEAN environment

Compensation Technician

Project Manager

• Leading Talent & Culture activities for mergers, acquisitions, integrations, and divestitures
• Coordinating various T&C workstreams such as talent acquisition, payroll, employee relations, and change management
• Structuring, planning, and delivering projects by developing integrated plans and schedules
• Monitoring project progress, managing budgets and resources, and identifying and addressing risks
• Supporting organizational transformation and change management initiatives

Events

• Coordinate the planning of events, meetings, seminars, promotional tours and accredited training sessions for Quebec and the Atlantic provinces: booking venues and suppliers, creating promotional materials, managing registrations and following up on activities before, during and after events to ensure an optimal experience;
• Act as a resource during events (on-site coordination, note-taking or technical support) and liaise with internal and external partners to ensure proper execution;
• Contribute to the preparation of communication and marketing materials (letters, email and digital campaigns) from both a design and execution perspective;
• Ensure administrative management: preparing expense reports, processing invoices, tracking payments and managing requests related to activities;
• Support the Regional Vice-President, the National Vice-President, Investments, and the sales team in managing travel, expenses, preparing presentations and other tasks;
• Establish and maintain relationships with partners (MGAs, national accounts, financial institutions, advisors, etc.) and act as a key point of contact with internal teams;
• Coordinate certain special initiatives as well as manage and maintain the inventory of promotional materials;
• Handle confidential information in compliance with confidentiality standards.

Regional Assistant – Events, Sales Support

Payroll

• Provide engaging leadership by developing a team, overseeing performance management, talent development, and succession planning
• Assume overall accountability for Canadian and U.S. payroll operations, including tax and regulatory compliance
• Define and evolve the organizational structure, priorities, and objectives of the department in alignment with business strategies
• Lead the optimization of payroll and HR processes by resolving operational challenges and leveraging system capabilities, including Workday and artificial intelligence
• Act as a strategic partner to stakeholders and contribute to the delivery of large-scale initiatives and projects
• Represent the department to senior leadership by communicating strategic directions, results, and key issues
• Drive continuous improvement and the transformation of payroll processes through innovation and emerging technologies, including artificial intelligence
• Establish performance indicators and a governance framework to optimize results and support informed decision-making
• Ensure rigorous management of operations and projects, including planning, priorities, timelines, and deliverable quality
• Implement control, audit, and quality assurance mechanisms and provide strategic leadership on cross-functional issues
• Demonstrate influential leadership in transformation initiatives, system migrations, and mergers and acquisitions activities

Manager, North American Payroll Services

Artificial Intelligence

• Define and maintain an AI vision aligned with business objectives and corporate priorities.
• Develop the target functional and ecosystem architecture for artificial intelligence.
• Identify value-creation opportunities and AI-driven differentiators for Lines of Business.
• Ensure the consistency of AI initiatives across technology teams, platforms, security teams, and data teams.
• Contribute to the evolution of governance frameworks, architectural principles, and AI usage guidelines.
• Serve as a strategic advisor for the positioning and prioritization of AI use cases.
• Translate the AI vision into actionable directions, roadmaps, and tactical priorities.
• Support teams in the practical implementation of AI capabilities and solutions.
• Promote the progressive, measurable, and scalable adoption of artificial intelligence solutions.
• Partner with business stakeholders to identify, prioritize, and structure high-impact needs.
• Ensure AI initiatives deliver measurable business value.
• Maintain active awareness of emerging trends, architectures, and use cases in artificial intelligence.
• Act as a recognized subject matter expert and influential leader across technology and business teams.
• Contribute to increasing organizational maturity in artificial intelligence.

Senior Advisor, Artificial Intelligence Strategy

Data Engineer

• Define and champion an integrated vision for unstructured data management, aligned with business objectives
• Make strategic decisions on preferred solutions, particularly in relation to XECM and Horizon initiatives
• Establish governance principles and guiding frameworks applicable to all teams
• Prioritize foundational use cases and make decisions when multiple options are available
• Ensure initiatives converge toward a coherent and sustainable goal
• Act as a cross-functional decision-maker on strategic direction, responsible for overall consistency
• Align stakeholders around decisions and mediate issues requiring consensus

Product Manager – Unstructured Data Platform

Claims Specialist

• Conducting in-depth analyses of disability claims
• Determining eligibility for benefits
• Managing complex or high-impact claims
• Preparing clear and professional written communications
• Maintaining regular communication with policyholders
• Contributing to continuous improvement initiatives

Individual Disability Claims Analyst

Actuary

• Developing, maintaining, and enhancing actuarial models to assess risks and forecast future claims;
• Conducting experience analyses and reviewing actuarial assumptions;
• Analyzing historical data to identify trends and support pricing strategies and product development;
• Contributing to the design of new products and the optimization of the existing portfolio;
• Producing dashboards and reports to communicate key results to stakeholders;
• Supporting risk management and finance teams in achieving their objectives;
• Participating in capital management and the financial performance of the US Dealers sector;
• Contributing to acquisition integrations and the preparation of financial results;
• Supporting reinsurance strategy and key financial controls;
• Implementing risk management strategies related to products and macroeconomic conditions;
• Collaborating closely with pricing, product development, finance, and leadership teams;
• Coaching and supporting team members’ development while acting as a mentor;
• Acting as a change agent by contributing to the sector’s strategic planning.

Senior Actuarial Advisor – Financial and Actuarial Services

Trainer

• Deliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.
• Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
• Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.
• Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.
• Develop and maintain training materials, job aids, reference guides, videos, and learning resources aligned to real advisor and assistant use cases.
• Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.

Wealth Enablement Digital Trainer

• design, develop, and maintain high-performance data pipelines on Google Cloud Platform
• leverage GCP services such as BigQuery, Cloud Storage, Dataproc, Cloud Run
• orchestrate data processing pipelines using Prefect
• develop in modern environments and manage source code using GitHub
• prepare, transform, and structure data for analytics and AI use cases
• implement DevOps/DataOps practices
• work collaboratively with Product Owners, Architects, Data Scientists

Data Engineer – Investments

Business Analyst

• Gather, analyze, document, and prioritize business needs based on strategic and operational objectives, and translate them into clear and detailed requirements (features).
• Identify, evaluate, and recommend solutions aligned with business needs, including assessing their suitability as well as associated costs and benefits.
• Prepare and maintain project documentation (business cases, requirements, etc.), communicate requirements to stakeholders, and ensure their understanding and validation.
• Develop current- and future-state process maps, manage requirements traceability throughout the project lifecycle, and contribute to change management activities.
• Collaborate in the development of testing strategies, the identification of risks, issues, and performance indicators, and participate in testing activities.