Senior Advisor, Growth and Retention

iA Financial Group (Industrial Alliance)

Senior Advisor coordinating growth and retention strategies at iA Financial Group. Leading initiatives across distribution networks while optimizing advisor and client experiences.

Posted 5/28/2026full-timeQuebec • 🇨🇦 CanadaSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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).

Requirements

What you’ll need

Holds a bachelor’s degree in marketing, business administration, or communications (or equivalent) and has 6 to 8 years of relevant experience in a similar role.
Has solid experience coordinating and promoting marketing activities and campaigns in a cross‑functional environment.
Has worked with messaging and or marketing automation platforms, ideally Salesforce Marketing Cloud and HubSpot.
Demonstrates strong interpersonal skills, customer service orientation, and collaboration abilities.
Shows autonomy, resourcefulness, initiative, and excellent organizational and prioritization skills.
Is recognized for rigor, attention to detail, and the ability to manage multiple initiatives simultaneously.
Demonstrates strong curiosity, a keen interest in learning, and the ability to evolve in a changing environment.
Has a good understanding of distribution networks and financial products, considered assets.
Is proficient with Microsoft Office tools, including PowerPoint and Excel.
Intermediate knowledge of the English language is required.

Benefits

Comp & perks

A work environment where learning and professional development are combined with a collective pursuit of excellence.
A healthy, safe, fair, and inclusive workplace where everyone’s potential can be expressed and developed.
A hybrid work environment offering flexibility and access to inspiring workspaces.
Competitive benefits, including flexible group insurance, a pension plan, an employee share purchase plan, vacation and wellness days, telemedicine, an employee and family assistance program, performance bonuses, product discounts, and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

marketingbusiness administrationcommunicationsmarketing activities coordinationmarketing campaigns promotionmessaging platformsmarketing automationdistribution networksfinancial productsMicrosoft Office

Soft Skills

interpersonal skillscustomer service orientationcollaborationautonomyresourcefulnessinitiativeorganizational skillsprioritizationattention to detailcuriosity