iA Financial Group (Industrial Alliance)

Insurance

• Serve as the dedicated point of contact for clients in Eastern Canada, building and nurturing trusted relationships
• Understand plan sponsors' needs and propose value-added solutions
• Communicate regularly with clients and proactively inform them about our products and services
• Deliver in-depth training on our products, tools and services
• Use your communication skills to effectively manage client expectations
• Collaborate with education specialists to prepare communication plans
• Support the sales team by participating in presentations
• Establish, implement and maintain our service model
• Participate in various workshops and internal meetings

Group Benefits Customer Service Representative

Financial Planning and Analysis

• Participate in the preparation and analysis of financial reports related to investment portfolios
• Contribute to financial forecasting models and variance analysis
• Support the production of dashboards and key performance indicators (KPIs) for senior management
• Collaborate on improving automation and visualization processes (Power BI, advanced Excel)
• Conduct research on economic trends and their impact on investment strategies

Financial Planning & Analysis Intern

Analyst

• Ensuring optimal liquidity management in collaboration with business units and banking partners
• Consolidating and improving cash forecasts by integrating this data into management systems
• Designing and updating cash budgets while automating processes to enhance efficiency
• Developing dashboards and reports for cash monitoring and key performance indicators
• Optimizing systems and tools to reduce manual operations and promote automation
• Overseeing internal controls and responding to regulatory requirements
• Conducting strategic monitoring of industry best practices
• Participating in ad hoc projects within a dynamic environment

Treasury Analyst / Senior Treasury Analyst

ServiceNow

• Contribute to the delivery of small-scale enhancement requests across various ServiceNow modules by participating in all stages of the process: analysis, development, testing, and production deployment
• Prepare documentation supporting the delivery of requests, including system documentation, technical specification sheets, as well as test plans and results
• Actively participate in daily team sync meetings to share progress and raise any potential blockers
• Configure solutions in a "no-code/low-code" environment, focusing primarily on configuration rather than programming

Intern, ServiceNow Developer

• Perform various accounting tasks related to month-end closing (reconciliations and adjustment entries for distribution network compensation)
• Carry out periodic controls specific to the sector
• Conduct various analyses as needed
• Support the Accounting Advisor in projects and ad hoc tasks
• Provide support for strategic projects initiated by corporate teams and the Vice Presidency
• Actively participate in improving work methods (automation and optimization)
• Develop and implement control procedures to ensure the accuracy of financial data
• Respond to information requests from internal partners (compensation, corporate accounting, financial operations, actuarial, etc.)

Analyste comptable – Rémunération des réseaux de distribution

Counselor

• Review and improve our current product offering;
• Understand client needs in partnership with distributors to ensure product design and pricing meet their expectations;
• Stay informed about competitors’ products and ensure our offering positions us as an industry leader;
• Recommend actions that will generate profitable growth;
• Collaborate with internal partners (actuarial, IT, pricing, marketing) to design and launch products;
• Participate in training sessions for sales directors and answer agents’ questions about available products.

Product Development Advisor – Insurance and Individual Savings

• Oversee the preparation and review of financial statements and fund publications (mutual and segregated funds)
• Validate the accuracy of key financial documents (income statement, balance sheet, cash flow, equity)
• Identify and analyze financial variances to mitigate risks
• Ensure regulatory compliance in accordance with IFRS standards and industry requirements
• Implement and monitor internal controls related to financial and regulatory reporting
• Collaborate on data governance to ensure accuracy and integrity
• Assess institutional client needs and optimize reporting processes and tools
• Develop models and visualization solutions (Power BI, Workiva) tailored to client requirements

Investment Reporting Analyst

• Réaliser l’ensemble des analyses d’affaires, incluant l’élaboration, la rédaction, la modification et la documentation selon les spécifications d’architecture, ainsi que la clarification des besoins d’affaires avec les clients et partenaires
• Documenter, concevoir et optimiser les processus d’affaires, en utilisant les techniques appropriées
• Collaborer étroitement avec l’architecte d’affaires à la définition des stratégies de réalisation et des approches d’essais
• Planifier, rédiger, réaliser, valider et coordonner les essais d’acceptation, incluant les cas d’essais, les résultats et le soutien aux clients durant toute la phase de tests
• Analyser, concevoir et mettre en place des solutions et contrôles d’affaires
• Identifier, documenter et recommander des solutions détaillées pour répondre aux divers besoins opérationnels du secteur
• Accompagner les utilisateurs lors de la mise en place de nouveaux processus et contribuer activement à la communauté de pratique en analyse d’affaires

Analyste d'affaires

Director

• Lead, engage and develop the business analyst team
• Collaborate with stakeholders to ensure value-driven delivery
• Provide coaching and promote professional growth
• Serve as the business analyst practice lead
• Manage workload and allocate tasks according to priorities
• Contribute to the evolution of processes related to operational value delivery
• Mentor the business analyst community of practice
• Act as the point of contact between analysts, stakeholders and management
• Identify training needs and implement professional development initiatives

Assistant Director – Business Solution Delivery

• Participer à la définition et à la mise en œuvre de la stratégie en intelligence artificielle pour le secteur, en cohérence avec la vision corporative et les objectifs d’affaires.
• Élaborer la feuille de route IA et collaborer avec les équipes de livraison pour assurer le suivi et la concrétisation des bénéfices.
• Identifier les opportunités d’intégration de l’IA dans les solutions lors des phases d’analyse des initiatives stratégiques.
• Mettre en place et animer des tribunes dédiées à l’IA pour favoriser l’émergence de cas d’utilisation prometteurs et promouvoir une adoption optimale et responsable.
• Contribuer à l’instauration et au respect des mécanismes de gouvernance liés à l’utilisation de l’IA.
• Maintenir une collaboration proactive avec les équipes d’innovation et les parties prenantes corporatives pour assurer l’alignement avec les orientations globales.
• Agir comme expert(e) de référence pour toutes les questions liées à l’intelligence artificielle au sein du secteur de l'individuel.

Conseiller(ère) en intelligence artificielle

• Participer à la définition et à la mise en place de la stratégie de données du secteur en cohérence avec la vision corporative.
• Élaborer et suivre la feuille de route des données opérationnelles et analytiques, orientée sur la valeur d’affaires.
• Assurer le leadership de la phase stratégique des projets portés par la direction.
• Animer des tribunes de stratégie et vulgariser des concepts complexes pour des audiences non techniques.
• Collaborer avec les architectes de données pour choisir des solutions maximisant la valeur et réduisant les coûts.
• Travailler avec les secteurs d’affaires et les équipes de livraison pour intégrer les besoins en données dès l’identification des projets.
• Maintenir une collaboration proactive avec les architectes d’entreprise et les équipes corporatives pour assurer l’alignement technologique.
• Contribuer à la mise en place de la gouvernance des données et soutenir son application.

Conseiller stratégique, données, gouvernance, analytique

• Analyze and document observability needs for partners/users and provide support throughout the delivery process
• Perform in-depth analyses and review data to identify trends, gaps, and root causes, while proposing solutions to improve processes
• Collaborate actively with teams to deliver high-quality outputs, participate in team activities (ceremonies, Definition of Done, etc.), and ensure service excellence
• Automate the deployment and instrumentation of observability solutions using tools such as Dynatrace, Terraform, and Kubernetes
• Contribute to resolving operational issues and optimizing observability platforms within a Lean/Agile context

IT Observability Analyst Intern

Architect

• Translate strategic ambitions into current and future IT capabilities
• Promote the reuse of solutions and capabilities
• Develop and maintain solution evolution roadmaps
• Support solution architects to align recommendations
• Identify and improve enterprise architecture standards and practices
• Maintain and support the evolution of architecture repositories
• Contribute to solution cost–benefit analyses
• Oversee the assessment of technical capabilities and advocate for recommendations
• Guide the application of the architecture process with teams

Sectoral Enterprise Architecture Advisor

Compliance

• Developing and documenting tools that support the processes of the Office of the Chief Privacy Officer.
• Contributing to the application of processes related to privacy incident management, access-to-information requests, and privacy impact assessments.
• Supporting business units in understanding and applying privacy practices, procedures, and technological tools.
• Participating in the continuous improvement of technological tools under the responsibility of the Chief Privacy Officer.
• Contributing to the creation and revision of awareness activities and corporate training related to privacy protection.
• Preparing reports required by regulatory authorities as part of the incident management process.
• Participating in drafting reports for internal governance bodies at iA Financial Group, including collecting information from various stakeholders.
• Responding to privacy-related questions from partners, employees, clients, and other individuals.

Compliance Analyst, Privacy Protection

Communications

• Update various documents (brochures, guides, etc.) and forms on different platforms
• Prepare and distribute communications
• Design administrative documents and forms
• Support the teams in their daily tasks.