iA Financial Group (Industrial Alliance)

Counselor

• Participate in implementing strategies to maximize business quality and ensure compliance with regulatory obligations
• Support the Director, Business Quality, and the Senior Compliance Advisor in the firm’s strategic projects
• Provide guidance and recommendations to ensure regulatory compliance of distribution activities
• Advise and support stakeholders and colleagues on applicable compliance rules
• Support the Career Network and the Dedicated Network with compliance advice related to the distribution of financial products and services
• Collaborate with individual compliance advisors in monitoring business practices
• Actively participate in development projects for the Career Network and the Dedicated Network
• Contribute to the development of digital tools related to distribution activities by addressing compliance aspects
• Produce and document reports for management
• Collaborate with Business Quality analysts and advisors to strengthen the compliance culture
• Participate in risk management by making recommendations, including implementing corrective measures and controls

Compliance Advisor – Career Network, Dedicated Network

Underwriter

• Evaluate risks in life insurance, critical illness, and disability
• Provide high-level expertise for advanced financial selection
• Produce high-quality evaluations with a turnaround time of less than 24 hours
• Negotiate with reinsurers and the sales force
• Offer advisory, support, and coaching services
• Share knowledge with various departments including monitoring and quality control of agents and MGAs
• Work closely with the financial and tax solutions team to provide service for large case underwriting files
• Conduct presentations and training sessions on Mid Market underwriting

Underwriting Consultant, Large Cases

Designer

• Act as a trusted advisor to management teams across all sectors of the organization
• Conduct targeted organizational diagnostics by identifying key issues and considerations from an organizational design perspective
• Document the current and target states of teams in terms of operating model and ways of working
• Model and assess various organizational structure scenarios to support informed decision-making
• Support management teams by adopting a cross-functional perspective
• Manage the full lifecycle of assigned mandates, from planning to delivery

Organizational Design Advisor

People Operations

• Provide administrative support to the Talent Development and Learning team, including course assignments, scheduling, and development platforms such as Skillsoft, Workday and other online learning systems.
• Utilize tools such as Visio to map out current state processes and workflows.
• Maintain access and permissions for assigning courses across various platforms.
• Develop a thorough understanding of all HR and L&D platforms, including Teams, Slides, Hoopis, Prysm, and others.
• Assist with marketing initiatives related to learning and development programs.
• Monitor and report on platform usage, course completions, and Continuing Education (CE) credits.
• Provide insights from Talent Development and Learning on projects when required.
• Support the assignment of customized learner journeys for new hires, including onboarding support and escalation of questions or concerns to leadership.
• Support the scheduling of training sessions and manage related logistics
• Maintain up to date organizational charts.
• Act as point of contact for system updates to Bravo and Employee Survey tools.
• Provide back up support for recruitment, anniversary programs and new hires/exits communications.
• Assist with updates for PPI Employee Call slides (new hires, anniversaries, promotions).
• Update employee listing for recognition program (Bravo) and send event related gifts to employees.

Talent and Culture Coordinator

Financial Planning and Analysis

• Performing post-trade operations related to listed securities, derivatives, and OTC products, including clearing, settlements, custody accounts, reconciliations, cash operations, and collateral management
• Working closely with other members of the Investment Operations team to resolve issues efficiently
• Carrying out operations related to market events, including system entry and follow-up with internal portfolio managers for discretionary events
• Performing operations related to security valuation
• Validating data for swaps, futures, and other complex OTC products
• Participating in the implementation of standardized monitoring processes supported by appropriate controls
• Implementing and applying best practices, ensuring consistent policies and procedures, adequate controls, and increased reporting efficiency
• Staying informed of regulatory changes and industry standards impacting client reporting
• Liaising with various teams on all aspects of financial reporting, including the oversight and/or understanding of key accounting policies and their impact on financial reporting

Student, Investment Operations

Solutions Engineer

• Acting as a trusted financial resource for members of group retirement and savings plans by providing personalized financial advice.
• Encouraging early engagement and increased contribution rates so members can fully benefit from employer matching and tax advantages.
• Promoting the consolidation of external assets into group plans to simplify financial management and support asset growth.
• Supporting members approaching retirement by helping them understand their retirement income options.
• Assisting clients during key life events by providing basic financial guidance tailored to their situation.
• Leveraging customer relationship management (CRM) tools and data to track engagement and identify targeted opportunities.
• Collaborating closely with support teams to ensure operational efficiency and the successful delivery of special projects.

Financial Solutions Consultant

Actuary

• Calculate actuarial reserves and regulatory capital for individual savings and retirement products.
• Analyze, explain, and simplify financial results, and provide recommendations to management to optimize financial performance.
• Contribute to the optimization of the dynamic hedging program.
• Produce financial projections related to budgeting and adverse scenario analyses, and recommend appropriate actions.
• Participate in strategic initiatives supporting the execution of the business plan and maintaining iA's leadership position in the industry.

Senior Actuarial Analyst – Individual Insurance, Savings and Retirement

• Participer à l’élaboration de prévisions financières et mise à jour des projections de dépenses
• Développer et suivre des indicateurs de performance (KPI)
• Coordonner les activités budgétaires et assurer la consolidation des données
• Identifier les opportunités d’amélioration dans les processus de gestion financière
• Concevoir des tableaux de bord et des rapports de gestion avec Power BI et Excel
• Supporter le modèle de prix de revient des activités de placements
• Collaborer avec les équipes de direction comme véritable partenaire d’affaires

Conseiller(ère) en performance financière

Business Analyst

• Perform primary business role function on projects to ensure business objectives are understood
• Analyze solution options to assess feasibility and operational impact
• Collaborate with stakeholders to elicit and document requirements
• Support the development and implementation of changes through creation and modeling of process workflows
• Define and execute effective User Acceptance Test plans
• Facilitate project sponsor and stakeholder updates
• Engage in process reviews/redesign for opportunities to enhance service
• Assist with large scale data cleanup to support change initiatives

Procurement

• Providing customer service by email and phone to answer questions related to contracts across the various distribution networks
• Analyzing and processing new agent contract applications, ensuring the accuracy and compliance of information
• Analyzing, assessing, and processing requests related to transfers and financial compensation evaluations, in accordance with established business rules and compensation scales
• Recommending approval of contracts and license sponsorship requests to the manager, in line with province-specific requirements
• Entering, updating, and monitoring contract and license information in the designated administrative system
• Working closely with team members to achieve shared objectives, while taking advantage of professional development opportunities (mentorship, participation in special projects, etc.)

Contract Management Specialist

• Administering, configuring and enhancing software development platforms (Azure DevOps Services, GitHub Enterprise, Artifactory, etc.)
• Managing access rights, updates, configuration and feature activation for development tools
• Supporting delivery teams in the adoption of DevSecOps tools and practices
• Supporting the implementation and optimization of CI/CD pipelines
• Gathering and analyzing the needs of development teams (integration, security, testing, deployment)
• Designing standards, templates, automations and tool integrations aligned with identified needs
• Designing and evolving reusable components and integrations
• Ensuring the quality, performance, security and maintainability of solutions
• Producing detailed designs in compliance with IT architecture standards
• Collaborating with solution architects to ensure technological consistency
• Participating in solution reviews and IT governance committees
• Acting as a technical leader for delivery teams
• Making technology trade‑offs and supporting the resolution of complex issues
• Promoting knowledge transfer and continuous improvement
• Evaluating and recommending technology solutions based on security, compliance, cost and reusability criteria
• Integrating FinOps considerations into proposed solutions
• Conducting technology watch activities and proposing improvements aligned with internal standards
• Producing and maintaining technical documentation (designs, guides, procedures, runbooks)
• Providing technical guidance to internal and external resources
• Supporting production releases and post‑deployment activities

Software Designer

• Conduct analyses related to asset‑liability management (ALM), portfolio performance and risk management
• Develop and monitor performance and risk indicators tailored to management’s needs
• Use analytical tools, including Python, to automate actuarial and financial analyses
• Act as a point of contact between teams responsible for calculating actuarial liabilities and investment managers
• Participate in various special projects within the Investments sector

Senior Actuarial Advisor – Investments

• Define and maintain reference technology architectures for email messaging services (Exchange Online, hybrid environments, and related M365 services)
• Establish architecture principles, standards, and constraints applicable to messaging
• Evaluate and recommend technology directions based on business needs, risks, and the IT roadmap
• Act as an architecture reference within technology governance bodies
• Provide architecture assessments for projects, change requests, and cross-functional initiatives
• Validate the compliance of solutions proposed by delivery teams with established architectural guidelines
• Integrate information security, regulatory compliance, and data protection requirements into messaging architectures
• Define architecture targets related to availability, business continuity, and resilience
• Collaborate with security teams to ensure consistency of architectural controls (e.g., phishing protection, encryption, DLP)
• Conduct structured technology monitoring of messaging services and the Microsoft 365 ecosystem
• Analyze architectural impacts of new capabilities or vendor-imposed changes
• Recommend the adoption, deferral, or exclusion of certain features based on architectural alignment
• Advise delivery teams, operations teams, and project managers on architectural considerations
• Act as an architecture expert in complex or high-impact situations (e.g., major incidents, structural changes)
• Contribute to knowledge sharing and the overall architectural maturity of the organization

Technology Solution Architecture Advisor – Email Messaging

Compliance

• Monitoring and managing the Service’s shared email inboxes and assigning requests
• Opening files in accordance with established processes
• Assisting compliance advisors and analysts in monitoring processes related to manufacturers and intermediaries
• Processing customer complaints
• Verifying qualifications of intermediaries
• Conducting investigations into intermediaries’ practices
• Participating in oversight initiatives involving distributors
• Supporting training initiatives for intermediaries
• Assisting technicians in managing access to information requests

Compliance Intern

Analyst

• Lead continuous improvement and development projects for business processes related to compensation
• Analyze, document and communicate the needs of various stakeholders
• Identify impacts on business processes and propose solutions to simplify them and increase efficiency
• Provide support to stakeholders and colleagues to ensure a coherent and effective rollout of initiatives across the Network
• Ensure orchestration, synchronization and prioritization of work across all initiatives
• Maintain alignment of work with the Network’s business objectives
• Demonstrate leadership in facilitating workshops focused on innovation, optimization and performance
• Participate in implementing business solutions by identifying required business requirements and rules
• Serve as a change management advisor to stakeholders
• Ask probing questions to identify root needs and define value-creating solutions