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Senior Advisor, Strategic Performance
iA Financial Group (Industrial Alliance)Senior strategic performance advisor optimizing investments, financial performance, governance, and risk for iA Financial Group. Supporting growth and transformation across its insurance and financial services operations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, strategic advisory, and portfolio management, with a strong focus on customer value creation and risk management. Proven ability to influence decision-making and collaborate across functions to drive organizational performance.
Highest-signal resume keywords
Financial AnalysisStrategic AdvisoryPortfolio ManagementGovernanceCustomer Value Creation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModellingBusiness Value AssessmentPerformance MonitoringData AnalysisForecasting
Soft Skills
Influential LeadershipStrategic ThinkingCollaborationStakeholder EngagementBusiness Judgment
Tools & Technologies
Executive DashboardsKPIsPerformance Monitoring Mechanisms
Industry Keywords
Customer ExperienceRisk ManagementOrganizational PerformanceRevenue GrowthStrategic Partnerships
About the role
Key responsibilities & impact- Advise the SVP, Global Customer Experience and leadership team on strategic priorities, growth opportunities, and investment decisions
- Develop and maintain partnerships with business lines and corporate functions to align strategies, investments, and performance objectives
- Lead the budgeting process and oversee sector financial performance, including Run, Maintain, and Improve activities
- Support strategic portfolio management, initiative prioritization, business case development and validation, and benefits realization tracking
- Monitor performance, benefits realization, and return on investment for sector investments
- Develop financial analyses, value creation models, and forecasts
- Translate customer, marketing, and operational metrics into strategic recommendations and business value indicators
- Partner with Data and Analytics to evolve customer value measurement approaches, including Customer Lifetime Value models
- Design and enhance executive dashboards, KPIs, and performance monitoring mechanisms
- Contribute to evaluating strategic initiatives, growth opportunities, and potential strategic partnerships
- Serve as Business Risk Officer for Global Customer Experience
- Integrate risk management into governance, planning, and portfolio management processes
- Support key decision-making forums across the sector
Requirements
What you’ll need- Influential leadership, strategic thinking, and strong results orientation
- Experience acting as a trusted business advisor to managers and senior executives
- Strong financial analysis, modelling, and business value assessment capabilities
- Expertise in governance, organizational performance, portfolio management, or strategic advisory roles
- Collaboration and stakeholder engagement across multiple groups and functions
- Strong business judgment, political acuity, and ability to influence strategic decision-making
- Understanding of customer value creation, revenue growth, and integrated risk management concepts
- Bachelor’s degree in actuarial science, business administration, finance, or a related field
- Minimum of ten years of relevant experience in strategy, organizational performance, finance, portfolio management, governance, or strategic advisory roles
- Advanced English proficiency
- Ability to collaborate regularly with English-speaking partners and colleagues
- Ability to analyze and produce strategic documentation in English on an ongoing basis
Benefits
Comp & perks- A workplace where learning and development are combined with a collective pursuit of excellence
- Artificial intelligence tools empowering personal effectiveness and organizational growth
- Healthy, safe, equitable, and inclusive work environment
- Flexible hybrid work environment
- Flexible group insurance plans
- Competitive pension plan
- Employee share purchase program
- Vacation program
- Wellness days
- Personal development days
- Telemedicine services
- Employee and Family Assistance Program
- Ergonomic furniture program
- Performance bonus program
- Discounts on iA products