iA Financial Group (Industrial Alliance)

Financial Planning and Analysis

• Analyze, define, and evolve business requirements in alignment with strategic and technology directions.
• Design, document, and recommend functional and system solutions for internal clients.
• Consider sustainability, performance, security, and integration within the existing ecosystem.
• Define business requirements, functional rules, data transformation rules, interfaces, reports, and dashboards.
• Analyze functional, operational, and system impacts of proposed changes.
• Prepare and present recommendations and solution scenarios to diverse audiences.
• Liaise between business sectors, delivery teams, technology partners, and external vendors.
• Evaluate new applications, features, and technology capabilities.
• Oversee testing strategies and support users in validating and adopting solutions.
• Contribute to continuous improvement and technology transformation initiatives.
• Ensure the quality of functional deliverables.
• Provide functional leadership or product ownership when required.

Functional Architecture Advisor, Financial Systems

Data Analyst

• Extract, analyze, and interpret data for KPI monitoring, trend analysis, and management reporting
• Create, maintain, and enhance dashboards, tracking files, and reporting tools
• Present results clearly to support stakeholder understanding and decision-making
• Collect, validate, and transform data for recurring and ad hoc reporting
• Support automation of repetitive tasks using SQL, Excel, Power Query, Power BI, and other relevant technologies
• Identify and implement process improvements to reduce errors and develop reusable solutions for recurring business needs

Student – Data Analyst

• Ensure the evolution, maintenance, and governance of the organization’s cost allocation model
• Participate in financial planning, forecasting, and budgeting activities
• Produce and analyze management financial information for leadership teams
• Support business partners in understanding financial results and cost drivers
• Conduct complex financial analyses and provide recommendations for management decisions
• Develop and enhance tools, dashboards, and performance indicators
• Contribute to continuous improvement of FP&A processes, systems, and practices
• Support finance transformation through strategic initiatives and advances in data, automation, and business intelligence within FP&A
• Collaborate with business units to ensure financial information is reliable, relevant, and action-oriented

Financial Performance Advisor

Technician

• Process redemption requests and transactions related to individual annuity contracts
• Code and update information in computer systems, including contract issuances, deposits, transfers, and other transactions
• Ensure accuracy and compliance of documentation associated with transaction requests
• Process a high volume of diverse requests within established service standards and deadlines
• Contribute to operational quality in a fast-paced individual savings and retirement environment
• Follow established policies and procedures while supporting clients and business partners

Transaction Technician

Software Engineer

• Support the business line and solution designer in analyzing data and translating business needs into specifications
• Document data flows and processing rules for corporate data
• Implement data solutions in accordance with data models and analytical development best practices
• Document the testing strategy and implement functional test scenarios
• Create access groups and the RBAC matrix
• Collaborate on the iterative production deployment of solutions with various business units
• Implement data solution quality controls
• Oversee data loads, communicate progress, resolve issues, and support solution operations
• Handle service requests, incidents, and data corrections
• Respond to internal and external audit requests
• Participate in the planning and evolution of data solutions, including obsolescence management
• Communicate with vendors to resolve issues and manage version updates

ETL and Data Developer

Events

• Act as the subject matter expert for complex cases involving deaths, separations, bankruptcies, and decumulation products
• Perform account corrections, analyze required actions, reconcile tax accounts, and amend tax slips
• Handle escalations related to delays, errors, or disputes and consult Legal when necessary
• Analyze event sequences to determine corrective actions
• Analyze legislative changes and update procedures, training, and documentation
• Manually calculate fund returns and produce tax slips for death-related TFSA and non-registered account cases
• Conduct peer reviews of complex financial transactions
• Remit unclaimed property in accordance with provincial legislation
• Manage project-based team tasks related to unclaimed property and age 71 requirements
• Support team members, provide feedback, and resolve recurring issues
• Collaborate with internal partners to resolve issues and propose client-focused solutions
• Oversee workflow, deadlines, delegation, and escalation to management

Life Events Specialist

Director

• Evolve and strengthen iA's disability operating model for changing needs in a digital environment
• Provide national leadership for disability specialty services and Centres of Excellence
• Work with operational, modernization, innovation, analytics, sales, and service teams to improve service delivery and organizational capability
• Provide expertise, tools, and solutions supporting high-quality service, timely decisions, recovery outcomes, and continuous improvement
• Engage clients, advisors, employees, suppliers, and industry stakeholders to identify opportunities and advance practical solutions
• Oversee claim strategies, process improvements, quality assurance, appeals, litigation support, governance, regulatory updates, performance outcomes, and KPI attainment
• Optimize service frameworks, standards, and governance while protecting client and organizational financial outcomes
• Drive disability strategy, transformation objectives, operating changes, cross-functional alignment, automation, AI, and digital initiatives
• Lead disability innovation, process improvement, automation, AI enablement, and digital transformation with decision frameworks, KPIs, explainability, and risk controls
• Serve as a disability subject matter leader for clients, advisors, and industry stakeholders
• Oversee vendor management strategies and regulatory, audit, and internal control compliance
• Build a future-ready disability workforce, Centres of Expertise, leadership pipelines, and upskilling initiatives

Director, Disability Strategy, Specialty Services – Excellence

• Lead disability claims operations and ensure consistent, high-quality service delivery nationally
• Lead regional disability operations with a harmonized national focus to achieve service, quality, financial, productivity, and client experience objectives
• Drive performance, accountability, consistency, and continuous improvement across teams
• Optimize processes, controls, operational leadership, and scalability
• Ensure sound and consistent claims adjudication aligned with policies, contractual obligations, and regulatory requirements
• Manage risk, governance, complex claims, appeals, and litigation support
• Monitor trends and performance to identify opportunities and mitigate risks
• Partner with stakeholders to implement transformation and modernization initiatives
• Ensure new processes, technology, and ways of working are adopted and embedded in daily operations
• Build and develop a high-performing leadership team and future-ready workforce
• Strengthen technical, leadership, and business capabilities; foster engagement, accountability, succession planning, and continuous learning
• Partner with stakeholders to deliver business objectives and strategic initiatives
• Act as a trusted operational leader in transformation and change efforts
• Champion a client-centric culture and enhance client and member experiences
• Support client retention and growth through exceptional service and differentiated disability solutions
• Represent the organization as a subject matter expert with clients, advisors, and industry stakeholders
• Use operational insights and market trends to enhance service delivery
• Ensure compliance with regulatory, audit, and governance requirements
• Use data and analytics to drive decisions, performance, and continuous improvement
• Oversee vendor and partner relationships to optimize quality, outcomes, and cost effectiveness
• Represent iA's disability management capabilities in client meetings, advisor sessions, sales presentations, and industry events
• Translate strategic initiatives into practical, sustainable operational improvements

Operational Director, Disability Claims

Change Management

• Understand the program’s vision, strategic objectives, priorities, and business needs
• Assess organizational and human impacts associated with transformation initiatives
• Provide change management expertise and leadership
• Support partners in defining needs and implementing solutions for sustainable adoption
• Collaborate with sponsors, managers, initiative leaders, project teams, Talent & Culture partners, and stakeholders
• Develop, lead, and execute change management strategies
• Conduct and consolidate stakeholder and impact assessments
• Evaluate cumulative change impacts, human-related risks, and organizational readiness
• Develop strategies, plans, and interventions for engagement, communications, training, risk management, and adoption monitoring
• Participate in program governance forums
• Influence adoption-related decisions and integrate change management perspectives
• Structure and communicate key change messages
• Support communications and governance materials
• Coach leaders as change champions
• Identify interdependencies across initiatives and align with change management specialists
• Ensure consistent application of change management best practices

Change Management Advisor

Communications

• Develop and execute multi-channel promotion, communication, and go-to-market plans
• Produce and coordinate advertising campaigns, mass email communications, and promotional content in digital and print formats
• Plan, write, and distribute communications for various audiences, including emails, articles, and presentations
• Define key messages and ensure consistency, quality, and alignment across communications
• Integrate content into platforms, optimize distribution lists and communication calendars, and oversee production timelines and deliverables
• Analyze campaign and communication performance using advanced Excel and provide continuous-improvement recommendations
• Advance marketing and communication practices through automation, personalization, and artificial intelligence
• Participate in change management initiatives for products, tools, and business processes
• Plan and coordinate marketing and sales events, including logistics, advisor experience initiatives, customer engagement activities, and documentation

Advisor, Promotion and Communication

IT Support

• Define and maintain an integrated enterprise architecture vision aligned with strategic priorities and AI-augmentation goals
• Establish and evolve target technology architectures, principles, and directions, with decision-making authority
• Align business models, organizational capabilities, processes, application architectures, and technology architectures
• Define target architectures and evolution roadmaps to modernize platforms, reduce complexity, and accelerate value delivery
• Lead the IT 2030 plan across business lines and domains
• Coordinate execution, dependencies, priorities, and alignment of business sector roadmaps
• Oversee the ITE4B portfolio under delegated CTO authority
• Lead prioritization and investment arbitration for the ITE4B portfolio and report to the CTO and CIO
• Reinvent the enterprise architecture practice for AI-driven transformation while maintaining security, compliance, and robustness
• Leverage generative AI, automation, and modern engineering approaches to accelerate architecture work
• Foster business and IT alignment and position architecture as a strategic accelerator
• Integrate AI, data, cybersecurity, and technology strategies
• Champion iAFG’s IT strategy and align it with business, innovation, and AI roadmaps
• Design and lead governance mechanisms and establish architecture standards, frameworks, principles, and positions
• Define AI and agent governance principles and architectural control layers with Risk Management
• Accelerate architecture decisions through templates, reusable components, and pre-approved decisions
• Lead enterprise architecture directors and teams through direction, expertise, and empowerment
• Unite stakeholders around a shared vision and develop architecture talent

Senior Director, Enterprise Architecture

Strategy

• 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

Senior Advisor, Strategic Performance

Support Engineer

• Gather and analyze the medical, administrative, and contractual information required to open and assess new short-term disability claims
• Communicate with clients, employers, and various stakeholders to obtain required information and ensure thorough follow-up on claims
• Determine claim eligibility according to contract provisions, established criteria, and operating procedures
• Process and issue eligible short-term disability benefits through an accelerated payment process for straightforward claims that meet established requirements
• Maintain complete and accurate claim records within internal systems to support operational continuity and service quality

Technical Analyst, Disability Claims

Human Resources

• Analyze, validate, and respond to HR inquiries from employees, managers, retirees, and Canadian and U.S. partners by phone, email, and chat
• Provide personalized support with administrative processes related to employees’ life events
• Explain payroll, compensation, and benefits information in clear, accessible terms
• Contribute to the continuous improvement of processes, reference tools, and documentation
• Propose innovative solutions and efficiency improvements
• Collaborate with various stakeholders and HR teams to ensure effective support and an optimal employee experience

HR Generalist Technician

• Join large-scale transformation projects and collaborate with various stakeholders while considering interdependencies between initiatives
• Clarify business stakeholders’ needs and recommend solutions supporting growth, efficiency, client experience, advisor experience, and employee experience objectives
• Facilitate stakeholder workshops from an innovation, optimization, and performance perspective
• Conduct documented, data-driven analyses
• Participate in business process modeling
• Assess impacts of changes
• Contribute to developing optimized solutions
• Define business needs and requirements
• Contribute to the product backlog
• Translate business rules for technology teams
• Participate in testing strategies and user acceptance testing (UAT)
• Support continuous improvement initiatives