iA Financial Group (Industrial Alliance)

User Researcher

• Define digital experiences while supporting the implementation and evolution of user research practice
• Establish, manage, and continuously evolve a structured user research practice
• Partner with stakeholders to define research needs and objectives
• Plan and conduct both generative and evaluative research
• Apply a variety of research methods including user interviews, usability testing, surveys, etc.
• Analyze qualitative and quantitative data to develop actionable recommendations
• Communicate research findings to influence decision-making
• Contribute to the implementation, maintenance, and monitoring of a digital analytics dashboard
• Participate in UX design activities

User Experience Advisor – UX Research

Financial Planning and Analysis

• Prepare and record journal entries in Oracle ERP and ensure accurate and complete accounting of transactions
• Take ownership of account reconciliations, analyze and explain variances, and ensure timely resolution
• Analyze financial results within the assigned scope and document explanations for significant fluctuations
• Implement, apply and enhance internal controls to ensure data reliability and integrity
• Prepare supporting documentation, respond to inquiries and produce reconciliations required for external audits, regulatory requests and internal requests
• Work closely with internal partners (including operations, actuarial and corporate teams) to understand inputs and validate accounting treatments
• Actively contribute to the continuous improvement of accounting processes by proposing and implementing efficiency and quality-enhancing initiatives
• Maintain thorough and up-to-date documentation of processes and controls based on a ‘reperformance’ principle
• Actively participate in peak periods (month-end, quarter-end and year-end), during which a certain level of flexibility is required, and support the team in meeting tight deadlines

Financial Accountant – Dealer Services

Advisor

• Monitoring emerging trends in insurance, financial services, artificial intelligence, customer experience, and new business models
• Identifying, defining, and structuring high-potential innovation initiatives
• Designing and supporting proof of concepts (POCs), proof of values (POVs), and pilot projects
• Acting as a strategic advisor to leaders and teams, co-facilitating ideation, design thinking, and problem-discovery workshops
• Developing and maintaining a network of external partners, including startups, universities, incubators, accelerators, investment funds, and technology providers
• Promoting a culture of innovation and continuous learning by sharing successes, lessons learned, and best practices

Innovation Advisor

Administration

• Open client files and enter new policies into internal systems
• Analyze and validate information and carry out necessary follow-ups
• Process decisions issued by underwriters
• Verify approved policies to ensure compliance before distribution
• Submit required corrections for non-compliant contracts
• Print and send documents (paper or portal) as needed

New Business Administrator

Network Engineer

• Enter into the compensation system a variety of transactions and operations related to the payment of compensation for the sales force such as lump-sum payments, payment authorizations, the creation of savings deductions and various remittances
• Enter changes to representatives files that have an impact on compensation
• Perform digital archiving
• Collaborate with other team members in the process of correcting commission transactions
• Follow up on files related to contracting agents and collaborate with external partners to obtain the required information

Compensation Administrator

Vice President

• Préparer des rapports techniques sur la planification fiscale et successorale
• Collaborer avec les équipes de développement des affaires pour des propositions personnalisées
• Communiquer avec les conseillers professionnels pour discuter des questions et recommandations

Vice-President, Professional Services

• Responsible for ensuring the readiness, alignment, and success conditions of deployments
• Support and advise business partners in defining their needs
• Identify deployment risks, constraints, dependencies, and requirements, and propose mitigation measures
• Lead and operationalize strategies that promote adoption of deployed solutions
• Support advisors and clients in adopting and embracing changes
• Ensure alignment, consistency, and synchronization of initiatives
• Prepare and facilitate cross-functional committees and governance bodies related to deployments
• Analyze post-deployment results and formulate improvement recommendations

Adoption and Deployment Advisor

Digital Marketing

• Act as the main point of contact between business partners and the CEMC production team;
• Support partners in prioritizing and clarifying their requests;
• Analyze, synthesize, and translate business needs into clear and structured briefs;
• Plan, coordinate, and lead project kick-offs and follow-up meetings;
• Ensure rigorous project management (scope, timelines, budgets, and quality);
• Create, track, and update requests in the JIRA tool;
• Collaborate closely with production teams and engage the appropriate expertise when needed;
• Ensure consistency of requests, quality of deliverables, and alignment with brand standards;
• Maintain proactive and transparent communication with partners throughout projects.

Digital Marketing and Communications Project Manager

Actuary

• Advise the executive team on the sector’s financial, strategic, and operational priorities
• Contribute to the development and execution of the strategic plan, including growth, profitability, and financial optimization for the U.S. Life Insurance sector
• Initiate and lead value creation initiatives through financial engineering (reinsurance, capital optimization, accounting and actuarial methods, tax strategies)
• Ensure timely delivery of all financial reporting required by the CFO function
• Support the exploration of new strategic markets for the U.S. Life Insurance sector
• Implement strategies to maintain or improve ratings from rating agencies
• Lead a high-performing, multidisciplinary finance organization

Senior Director, Financial and Actuarial Services

Business Development Rep

• Lead the regional Mass Market business development team to meet/exceed the regional business plan.
• Responsible for relationship management and business development strategies for top 10-15 advisors.
• Collaborate with High Net Worth, Wealth and Strategic Relationships sales teams.
• Provide coaching and development to regional sales team members.
• Assist in developing Regional strategic sales plans and tactics promoting sales growth.
• Participate in the budgeting process for establishing revenue targets for the region.
• Establish performance standards/plans for each sales team member.

Regional Vice-President, Business Development

Director

• Generate alpha through relative value (RV) analysis within fixed income portfolios
• Analyze complex investment opportunities from external partners
• Monitor, analyze, and manage multiple risk indicators and portfolio constraints
• Synthesize data from various sources to support portfolio reviews and establish macroeconomic and interest rate base scenarios
• Manage investment fund cash flows
• Identify and manage key portfolio performance drivers
• Develop models and tools to enhance investment decision-making
• Perform scenario analysis and stress testing on portfolios
• Review and update investment policies for various clients
• Stay current on regulatory changes impacting investment activities
• Prepare quarterly portfolio reviews and performance updates for internal and external clients
• Present the Fixed Income team’s market outlook in committees and cross-functional meetings
• Interact with external vendors providing analytics, reporting, and related services, and build strong, productive partnerships
• Develop, coach, and mentor team analysts
• Optimize, monitor, document, and continuously improve portfolio management processes

Director, Portfolio Manager – Fixed Income

Marketing

• Take ownership of, enhance, and optimize current measurement initiatives
• Design and implement new measurement initiatives for key moments in the client and advisor journeys
• Explore, analyze, and synthesize Voice of Customer data and feedback
• Advise on and operationalize concrete improvement recommendations
• Actively collaborate with and influence various business units

Marketing Research Advisor, Voice of Customers and Advisors

Auditor

• Perform various IT audit engagements (related to IT, information systems, and other relevant topics) following the defined methodology
• Assess IT General Controls (ITGC), IT internal controls, and IT Application Controls (ITAC) related to various systems and applications
• Actively participate in all aspects of engagements, from defining audit objectives and planning to fieldwork and report writing
• Establish timelines with the engagement team and Management, ensuring adherence to deadlines
• Conduct analyses and tests on IT governance and internal controls, ensuring audit work meets the team's quality standards
• Contribute to periodic follow-up on implementation of recommendations with audited business areas and monitor major initiatives
• Contribute to the preparation of the annual internal IT audit plan
• Provide coaching to less experienced colleagues on audit techniques and methodology
• Prepare audit findings for communication to Management
• Draft reports to communicate conclusions to the audit committee
• Stay informed of current, emerging, and potential risks, trends, and opportunities affecting our organization and actively share insights with the team
• Maintain a professional relationship with auditees based on respect, trust, collaboration, and active listening, with a focus on satisfaction and efficiency.

Senior IT Auditor, Information Technology

Architect

• Define and evolve application and technology architectures
• Design robust, secure solutions for high-volume systems
• Influence multidisciplinary teams in the implementation of solutions

Software Solutions Architecture Advisor

Product Manager

• Define the product vision by setting objectives aligned with user needs and strategic directions, and communicate it to teams and stakeholders
• Manage the product backlog by creating, structuring, and prioritizing user stories, defects, and enhancements
• Prioritize needs based on value, risks, dependencies, and stakeholder expectations
• Collaborate closely with the development team by clarifying requirements and participating in Agile ceremonies
• Validate deliverables by ensuring acceptance criteria, user expectations, and quality standards are met
• Act as the main liaison with stakeholders by gathering needs, managing expectations, and communicating progress
• Support decision-making by leveraging data and user feedback
• Monitor product performance using key performance indicators (KPIs) and adjust the product strategy accordingly.