Process Documentation Consultant
iA Financial Group (Industrial Alliance)
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$70,000 per year
About the role
- 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
Requirements
- Post-secondary education in Business, Communications, or a related field
- Minimum 3 - 5 years in process documentation, communications, or operation support roles
- Excellent written and verbal communication skills
- Proficiency with process mapping and documentation tools (e.g., MS Office, SharePoint, Visio)
- Detail-oriented with strong organizational skills
- Self-motivated with effective analytical and problem-solving skills with the ability to identify root causes and propose process improvements
- Excellent organizational and time management skills with proven ability to organize self to manage multiple priorities and meet deadlines
- 5 - 10 years’ experience in the life insurance industry with exposure to operational workflows, advisor support processes, or regulatory requirements
Benefits
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process documentationprocess mappinganalytical skillsproblem-solving skillsautomationversion controlregulatory complianceoperational workflowsexception handlingcommunication
Soft Skills
written communicationverbal communicationorganizational skillsdetail-orientedself-motivatedtime managementcollaborationstakeholder engagementfeedback incorporationclarity in communication