iA Financial Group (Industrial Alliance)

Director

• Gérer activement des portefeuilles d’obligations corporatives publiques, majoritairement Investment Grade, pour le compte des fonds généraux
• Identifier et exploiter des opportunités de valeur relative afin de générer de la surperformance par rapport à un indice de référence.
• S’assurer que les portefeuilles sous sa responsabilité répondent aux objectifs des clients tout en respectant leurs contraintes ainsi que leur appétit et tolérance aux risques
• Suivre la performance et expliquer les écarts versus un indice de référence
• Travailler de concert avec les gestionnaires de portefeuilles et avec l’équipe de recherche crédit
• Suivre le processus décisionnel de l’équipe et y contribuer activement
• Discuter du marché du crédit avec les autres équipes d’investissement et représenter l’équipe sur différents forum interne et externe
• Présenter et défendre les stratégies d’investissement, recommandation et positionnement auprès des instances décisionnelles internes, incluant le comité de placement.
• Proposer et mettre en place des améliorations de processus.
• Participer ou leader des projets ad hoc relatifs aux obligations corporatives publiques pour le compte des fonds généraux
• Coacher les ressources plus juniors de l’équipe.

Directeur(trice), gestionnaire de portefeuille, obligations corporatives

Manager

• Organize and facilitate weekly Enterprise CAB and TAB meetings
• Assess the quality of high-risk changes submitted by CABs
• Approve or reject changes based on compliance, risk, and IT impact criteria
• Collaborate closely with sector CAB managers and stakeholders
• Implement monitoring and reporting mechanisms
• Manage operational parameters of change enablement practices within ITSM tool

Manager, Enterprise CAB

Growth Marketing

• Develop and evolve data-driven client growth strategies aimed at sustainably increasing customer lifetime value (CLV)
• Translate strategic directions into clear objectives, relevant business KPIs, and expected financial outcomes
• Establish and enhance measurement frameworks (KPIs) to continuously assess the contribution of initiatives to value creation
• Analyze the performance of initiatives and NBA recommendations, derive insights, and recommend strategic adjustments
• Leverage client, commercial, and financial data to better understand behaviors, key drivers, and performance gaps
• Influence decision-making by supporting prioritization and investment choices through comparative analyses and strategic scenarios
• Collaborate closely with stakeholders to ensure alignment between strategy, metrics, and results

Strategic Advisor, Client Growth

Marketing

• Act as a business leader in automated and personalized marketing
• Ensure alignment between the marketing strategic vision, business needs, and technological execution
• Define, evolve, and challenge the relationship marketing strategy
• Translate business needs into clear functional requirements and collaborate closely with analytics, BI, martech, and IT teams
• Design and prioritize automated communication programs across the entire customer lifecycle
• Define performance indicators (KPIs) and implement tracking mechanisms
• Ensure continuous optimization of automated campaigns
• Proactively identify risks, dependencies, and potential issues
• Propose mitigation measures
• Contribute to change management within internal teams
• Ensure monitoring of best practices and trends in marketing automation, CRM, and marketing technologies

Senior Advisor, Relationship Marketing

Analyst

• Analyzing requests for changes to Universal Life insurance policies and assessing their impact on the insurer’s risk as well as the tax implications for clients;
• Processing, coding, and analyzing complex transactions in information systems, including various accounting tasks such as account and policy value reconciliation;
• Responding to the needs of clients and advisors regarding individual Universal Life insurance policies, including preparing policy illustrations and producing customized quotes;
• Producing financial analyses and administering complex solutions such as investment loans (IRIS) and Collateral Loan Agreements (CLA), including recovery management and the preparation of legal documentation;
• Collaborating with internal teams and partners to support complex cases, analyze data and reports, recommend process improvements, and contribute to the evolution of tools, systems, and software.

UP Analyst

Customer Support

• Respond to incoming calls and emails from our clients and partners;
• Perform follow-ups through outbound calls;
• Explain, inform, and document files based on the nature of interactions;
• Update personal information and document new claims requests;
• Handle complex or special cases and ensure follow-ups within established timelines;
• Contribute to achieving team objectives in line with established metrics and protocols;
• Actively participate in daily meetings and suggest improvement ideas.

Customer Service Representative

Ecommerce

• Defining business needs required to achieve digital platform performance objectives (customer portal, online quoting, website), in collaboration with key stakeholders;
• Analyzing performance data, user behaviors, and customer feedback (Voice of the Customer) to identify concrete and measurable improvement opportunities;
• Identifying, prioritizing, and leading digital platform improvement initiatives based on business value and customer benefits;
• Representing the vision and strategic directions of the digital customer experience to internal teams;
• Developing, maintaining, and prioritizing the digital platforms roadmap;
• Coordinating business requirements analysis with analysts and involved business units, and sharing results and recommendations stemming from initiatives;
• Defining, monitoring, and interpreting key performance indicators (KPIs) and recommending concrete actions to improve results;
• Proposing and leading continuous optimization initiatives (user testing, A/B testing, journey improvements);
• Actively monitoring digital and market trends to identify potential evolution opportunities;
• Providing regular updates to management on the progress and performance of projects under your responsibility.

Senior Digital Experience Advisor

General Counsel

• Acting as legal counsel on mergers, acquisitions, and divestiture transactions;
• Advising on strategic corporate and transactional matters, including internal reorganizations, mergers, and strategic investments;
• Participating in corporate financing matters, including public offerings and intercompany financings;
• Analyzing applicable regulatory frameworks, preparing regulatory filings, and interacting with regulatory authorities;
• Drafting and reviewing corporate documents, including articles, by‑laws, resolutions, shareholders’ agreements, powers of attorney, and other corporate records;
• Supporting the management of the corporate entity portfolio, including incorporations, liquidations, and dissolutions;
• Providing legal opinions in corporate, transactional, and public and private financing matters;
• Monitoring legislative, regulatory, and jurisprudential developments and contributing to continuous improvement initiatives;
• Collaborating closely with internal legal teams and business partners.

Legal Counsel – Corporate and Transactional Affairs

Risk

• Contribute to the development of iAGPP’s governance and risk management program
• Contribute to the development of training for employees to promote a culture of compliance, risk management, and sound governance
• Ensure follow-up on governance and risk management requirements (accountability, quarterly reporting, etc.)
• Develop or update various governance documents
• Collaborate on various projects and related tasks connected to the firm’s risk management and governance.

Student Assistant – Governance and Risk Management

• Providing exceptional support and coverage to other Corporate Branch Managers
• Assisting order affirmation team and other compliance teams
• Maintaining compliance policies and procedures
• Reviewing and approving new account openings
• Ensuring compliance with suitability requirements
• Supervising trades and advice given to clients
• Overseeing Branch Manager/Representative activities
• Reviewing and following up on previous day’s trades
• Completing KYC update review and approval
• Providing training and education to the field
• Monitoring trends and implementing corrective actions
• Acting as a resource for the field

Corporate Branch Manager

Insurance

• Supporting competitive intelligence by producing insurance product illustrations for competitors
• Managing recurring processes, including supporting fund performance analysis and updating management fees
• Assisting analysts by responding to inquiries received through product team mailboxes (insurance and savings)
• Analyzing and implementing various requests related to data needs for the product team
• Documenting products and managing information requests

Insurance and Savings Products Technician, Analysis and Support

Systems Engineer

• Manage, update, and evolve business system tools (frameworks, corporate calendar, management cycles, platforms, and related content)
• Ensure consistency and quality of content in collaboration with subject matter experts and component owners
• Coordinate contributions from various stakeholders to ensure tools reflect the organizational reality and evolving priorities
• Structure and deploy tools across the organization while ensuring their integration into corporate processes and ways of working
• Contribute, alongside Business Systems Strategic Advisors, to the development of the communication strategy
• Lead and execute the business system communication plan by adapting messages, formats, and channels to different audiences
• Produce clear, simple, and effective communication materials (presentations, intranet pages, guides, learning content, etc.) to facilitate tool adoption
• Increase usage and adoption of tools by identifying barriers, proposing solutions, and supporting managers and teams
• Support continuous improvement initiatives by integrating field learnings and adjusting tools to maximize their value

Business Systems Analyst

Learning and Development

• Partner with business leaders to translate learning needs into structured development solutions
• Design, develop, and deliver advisor-facing and employee-facing learning programs
• Act as an internal consultant for departmental training initiatives
• Lead and execute multiple projects managing scope and timelines
• Implement a formal talent planning process
• Conduct learning needs assessments to identify skill gaps
• Develop curriculum focused on attracting, growing, and retaining talent
• Support the rollout of performance management programs
• Create and maintain a comprehensive onboarding program
• Design and produce digital learning content
• Build and maintain strong cross-functional relationships

Senior Consultant, Talent Development – Learning

Content Writer

• Analyze client requirements and interpret documentation from previous insurers
• Compare proposals with standard contracts and underwriting guidelines
• Draft, customize and produce contracts, booklets and endorsements for group insurance clients
• Review and validate documentation to ensure accuracy before delivery to clients
• Collaborate closely with internal partners and communicate with various departments

Contract Writer

Inside Sales

• Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes
• Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams to ensure clear communication
• Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team
• Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements
• Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making
• Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs