iA Financial Group (Industrial Alliance)

Counselor

• Contribute to the development of financial forecasts
• Update expense projections and identify variances
• Develop and monitor performance indicators (KPIs)
• Coordinate budgeting activities with investment teams
• Design dashboards and management reports using Power BI and Excel
• Work closely with leadership teams as a true business partner

Financial Performance Advisor

Vice President

• Build and maintain strong business relationships with advisors across the assigned territory;
• Proactively manage a regional territory and conduct frequent in-branch visits;
• Analyze advisors’ practices and recommend continuity and succession strategies;
• Support asset retention and coordinate financing requests and client book transactions;
• Promote company programs, products and tools while ensuring regulatory compliance.

Regional Vice President – Advisor Relations

Operations

• Complete assigned clean‑up tasks by following established process documentation
• Deliver assigned work within required timeframes
• Respond to basic email inquiries or redirect them to the appropriate internal contact
• Support ongoing Operational projects and data remediation activities
• Complete mandatory and essential company trainings
• Review, update, and track data using Excel
• Maintain organized records and document progress
• Seek clarification when required to ensure accuracy
• Provide weekly status updates to the team
• Assist with general administrative tasks as needed

Summer Student, Operations

Compliance

• Conduct legal and regulatory research on insurance, privacy, and compliance-related topics and summarize findings for the Compliance team
• Assist with documenting, reviewing, and improving compliance processes and procedures
• Help organize, streamline, and optimize compliance documentation, templates, and reference materials
• Provide administrative and data entry support to support ongoing compliance activities
• Assist with managing the Compliance team’s shared mailbox by monitoring inquiries, prioritizing requests, and routing items appropriately
• Track and follow up on open inquiries and action items with internal teams and other stakeholders
• Help maintain logs, trackers, and records related to compliance reviews and inquiries
• Support compliance-related projects and process improvement initiatives

Summer Student, Compliance

Financial Planning and Analysis

• Ensure the investment team’s service levels to advisors are maintained
• Supervise and mentor assigned Investments staff
• Organize, monitor and optimize the team’s work
• Work closely with the Manager, National Investments
• Facilitate the processing of segregated funds, GICs and other investment products
• Provide support to the team with regards to technical issues
• Establish and foster relationships with carrier partners and advisors

Team Leader, Investments

Salesforce Consultant

• Act as a field reference for the use of Salesforce
• Work closely with Agency Directors and Sales Directors
• Respond to complex questions from Assistant Directors and Sales Directors
• Serve as a strategic link between agencies and the CRM team
• Collaborate closely with the Salesforce Product Manager
• Measure Salesforce adoption and performance
• Participate in testing, deployment, and continuous improvement of Salesforce features

Salesforce Expert Advisor

Analyst

• Managing the operational aspects of IT contracts (monitoring, renewals, timelines, key clauses)
• Monitoring vendor performance (SLAs, contractual commitments, performance indicators)
• Coordinating interactions with vendors in collaboration with IT teams, Procurement, Vendor Management Office (VMO), and Legal
• Producing analyses and reports on vendor costs, performance, and risks
• Supporting the preparation of contractual files (amendments, renewals, terminations)
• Contributing to the continuous improvement of vendor governance and IT compliance practices
• Acting as the IT point of contact for matters related to contracts and vendors
• Identifying, tracking, and contributing to the realization of non-financial benefits included in IT contracts

Senior IT Analyst

Security Engineer

• Establish and maintain network security and performance
• Lead identification and response to security events
• Documentation and implementation of policies for cyber security
• Assist with testing and scanning for vulnerabilities
• Assist with reporting on PPI's security posture
• Troubleshoot, diagnose and repair Tier 3 level technical issues

Senior Security Engineer

Manager

• Management and optimization of internal channels
• Design, adapt and optimize intranet pages and portals for managers and employees
• Manage editing rights, SharePoint groups and associated permissions
• Integrate, publish and promote news, events and appointments
• Maintain governance standards (structures, taxonomy, rules and consistency)
• Create, update and contribute to the development of automated dashboards
• Act as a subject-matter expert and advisor to consultants and partners on optimal use of internal communications platforms
• Propose improvements to optimize employee journeys, content and distribution mechanisms

Intranet, Internal Channels and Performance Manager

Architect

• Validate that IAM solutions and processes comply with security requirements
• Serve as a subject-matter resource for IT teams and internal partners
• Drive the product vision as Product Owner
• Evolve IAM practices and platforms
• Contribute to the continuous improvement of IAM mechanisms
• Manage and prioritize the backlog based on value and risk
• Collaborate with stakeholders to define requirements and acceptance criteria

Security Advisor, Solutions Architecture – IAM Governance

• Analyze user and stakeholder needs and define functional requirements for financial systems
• Design functional architectures in line with best practices that will support the evolution of Oracle modules
• Collaborate with project teams to ensure the implementation of the designed solutions
• Oversee functional and technical testing to ensure the quality and compliance of configurations
• Write and maintain functional architecture documentation
• Train and support users on new features and system improvements
• Conduct technology monitoring to identify trends and best practices in financial systems

Functional Architecture Advisor – Financial Systems

Sales

• Manage and mobilize resources (employees and contractors), including recruitment, development, performance evaluation and retention.
• Plan, organize and optimize the unit's workload, ensuring efficient resource allocation and alignment with business priorities.
• Be accountable for the delivery of IT solutions and the provision of services, including operational performance, quality of deliverables and client satisfaction.
• Define and implement the strategies, action plans and activities required to achieve the unit's objectives.
• Oversee the tactical and operational management of IT services, including escalation handling and coordination with IT partners and business units.
• Act, by delegation, as the primary IT contact for the serviced business units and represent the management in various forums.
• Contribute to budget management, ensuring compliance with costs, schedules and project scope.
• Serve as an IT asset steward, ensuring the health, evolution and performance of the systems, applications and platforms under your responsibility.

Assistant Director – IT Solutions Delivery, Savings Sales

Business Analyst

• Support successful implementation of IT projects and change initiatives
• Collaborate with stakeholders to document requirements and manage resources
• Gather data and KPIs for internal and external reporting
• Perform data analysis on large datasets
• Assist in employee training for new technology implementations
• Monitor organizational projects related to AI, robotics, and automation
• Facilitate IT project collaboration and report on progress to stakeholders

IT Business Analyst

Artificial Intelligence

• Support the AI@iA team / CTO Office in aligning business strategy, technology strategy, and AI initiatives led by various business units
• Participate in the analysis and structuring of AI decision frameworks, particularly regarding prioritization, consistency, value, and risk management
• Contribute to preparing narratives and briefing materials for executive leadership to position AI at the appropriate strategic level
• Help bridge actual technological capabilities with strategic ambitions and constraints specific to the financial services context, including governance, accountability, and risk.

Intern – Artificial Intelligence Strategy Designer, Summer 2026

• Contribute to the preparation, analysis and enhancement of monthly, quarterly, and annual financial statements.
• Prepare journal entries, reconciliations, and tax reports with rigor and a high level of quality.
• Support internal teams in processing certain expenses and conducting related financial analyses.
• Analyze existing processes to identify opportunities for automation, standardization, and continuous improvement, including the use of AI.
• Contribute to the integration of AI tools and advanced analytics to improve operational efficiency and strengthen data quality.
• Collaborate on financial transformation initiatives (data flow optimization, automated controls, basic predictive analyses, support for AI-related projects).
• Participate in year‑end audit activities by preparing the required documentation and responding to auditor requests.
• Collaborate closely with internal partners through a solution‑oriented approach.
• Act as a backup resource for certain key tasks as needed.