iA Financial Group (Industrial Alliance)

Analyst

• Collaborate with business partners, architects, designers and delivery teams to define and translate needs into concrete, high‑value solutions.
• Analyze and document processes, business rules, user journeys and the impacts of change.
• Contribute to the design and evolution of digital solutions supporting Collective Savings and Retirement.
• Participate in impact analyses, estimations, planning, testing and production deployments.
• Support the integration and adoption of new capabilities related to Salesforce, data and artificial intelligence.
• Identify opportunities to improve, automate and optimize business processes.
• Collaborate with development and quality assurance teams while contributing to documentation, knowledge sharing and the continuous improvement of delivery practices.

IT Analyst – Collective Savings and Retirement Solutions

Director

• Oversee pricing, support product development, and lead the management of reinsurance agreements
• Work closely with business partners and provide tailored, value-added support
• Support informed decision-making that promotes sustainable long-term profitability for the organization
• Ensure the robustness and integrity of actuarial models
• Contribute to acquisition projects and strategic initiatives within the business unit
• Act as a business partner and advisor in evaluation and decision-making
• Drive the implementation of business initiatives within our team
• Ensure delivery of expected results and the creation of value for the organization
• Provide engaging leadership across multidisciplinary projects
• Build and develop a high-performing team
• Mentor and mobilize team members to meet the business needs of the unit
• Ensure the team's practices are aligned and consistent with best practices established by the CFO sector team
• Promote skills development and talent progression

Assistant Director, Actuarial Pricing – Special Projects

Administration

• Manage assigned policy service requests from initiation through completion
• Anticipate advisors' needs and provide timely updates
• Act as a key resource for insurance carriers
• Communicate carriers' decisions and requirements effectively

Policy Service Administrator

• Ensure service levels to advisors are maintained and manage cases from submission to commission
• Process life insurance applications through the appropriate channels
• Conduct follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action
• Order all underwriting requirements where required
• Prepare all requirements for mailing to insurance carriers and/or advisors
• Build effective relationships with assigned advisors acting as a consistent point of contact
• Maintain contact between the insurance carrier and the advisor regarding the status of the application
• Review issued policies to confirm complete accuracy
• Settle policies by following up on all outstanding requirements
• Ensure progress is recorded in WealthServ in a timely manner
• Anticipate the needs of advisors and follow established processes for informing them of important details related to underwriting
• Verify and update carrier feeds where applicable
• Engage in actions that encourage, reflect, and align with PPI’s ESG commitments

Business Administrator

Advisor

• Defining integrated technology roadmaps
• Conducting rigorous cost-benefit analyses
• Assessing operational, regulatory, and compliance risks
• Ensuring business–IT–architecture alignment
• Identifying conflicts and recommending the best implementation strategy(ies) in collaboration with solution architects
• Develop and maintain multi-year roadmaps for technology transformation programs (infrastructure, platforms, and applications)
• Ensure the prioritization of initiatives based on business value, budgetary and contractual constraints, and dependencies
• Translate strategic directions into concrete, structured, and measurable execution plans
• Produce detailed financial analyses (CAPEX, OPEX, ROI, TCO)
• Compare different scenarios (build vs. buy, modernization vs. replacement, etc.)
• Recommend optimal options based on expected benefits, organizational capacity, and budget constraints
• Act as a bridge between business units, IT teams, information security, and enterprise architecture
• Ensure project alignment with architectural principles and technology directions
• Support leadership in strategic decision-making
• Assess compliance risks (internal audits, regulatory requirements, standards)
• Identify operational, technological, and organizational risks
• Establish or enhance IT governance frameworks
• Ensure decision traceability, process rigor, and consistency of standards
• Mobilize cross-functional teams in collaboration with the Program Manager
• Prepare strategic briefs and executive presentations
• Clearly communicate issues, trade-offs, and impacts

Senior Advisor, Infrastructure – Cross-Functional Applications

Data Engineer

• Design, develop, and maintain high-performance, secure, and scalable data pipelines (ETL/ELT) on Google Cloud Platform (GCP).
• Leverage GCP services such as: BigQuery (analytics data warehouse) Cloud Storage (raw data and data zones storage) Dataproc (distributed Spark/Hadoop processing) Cloud Run (deployment of data services and microservices)
• Participate in the implementation of modern data lakehouse architectures.
• Design and orchestrate data processing pipelines using Prefect.
• Implement robust, observable, and resilient workflows.
• Develop in modern environments (VS Code / Cloud Workstations).
• Manage source code using GitHub.
• Implement CI/CD pipelines with GitHub Actions.
• Automate deployments and infrastructure using Terraform (Infrastructure as Code).
• Prepare, transform, and structure data to support analytics and artificial intelligence use cases.
• Collaborate with data scientists to facilitate access to reliable and governed data.
• Implement DevOps/DataOps practices: Automated testing Pipeline monitoring Error handling and alerting Ensure data quality, traceability, and governance.
• Work collaboratively with: Product Owners and Product Managers (PO & PM) Architects, Data Scientists, Business partners
• Translate business needs into robust technical solutions.
• Document solutions and contribute to their continuous evolution.

Data Engineer, Investments

Salesforce Developer

• Translating requirements into solutions and ensuring deliveries comply with the approved design across all dimensions (architecture lead), including: System — functional and non-functional requirements, development, component selection and reuse, and integration;
• Technology — technical and non-functional requirements, use of new design approaches (e.g., cloud, mobility), security, performance, and availability;
• Organizational — processes, change management, requirements (functional specifications), and legal and regulatory obligations.
• Providing leadership in solution review governance and proposing, reviewing, and approving architecture decisions in accordance with corporate frameworks.
• Ensuring solution alignment and integration within impacted ecosystems to minimize potential issues and, when likely or unavoidable, proposing pragmatic workaround solutions.
• Ensuring the integrity and quality of the solution from design to delivery (end-to-end), including oversight during execution and validation of requirements against test results.
• Ensuring consistency of technological solutions with strategic objectives and contributing to process optimization by proposing evolution and simplification scenarios.
• Providing multidisciplinary leadership within the solution delivery team (designers, analysts, developers, etc.) and with surrounding collaborators, including external vendors.
• Contributing to project success by facilitating schedule, scope, and budget management.
• Maintaining traceability of architecture decisions, certifying technical project documentation, and ensuring updates to permanent documentation impacted by the work.
• Acting as a guardian of the methodological approach and architecture process in place within the organization.
• With the support of and in collaboration with the Enterprise Architecture team, helping preserve corporate alignment by contributing to the evolution of and ensuring compliance with enterprise architecture guidelines, processes, standardized tools, standards, and architectural methods.
• When required, submitting exemption requests for exceptional cases.
• Acting as the application owner within the enterprise repository to ensure it is kept up to date and to guarantee the accuracy of information related to assigned applications and technologies, in collaboration with the application portfolio owner.
• Continuously monitoring architecture trends that comply with company standards and guidelines.

Salesforce Solution Architect

• Conducting diagnostic assessments of processes to identify areas for improvement
• Developing action plans based on findings
• Designing, preparing, and facilitating optimization workshops (Kaizen, problem-solving)
• Supporting managers and teams in deploying continuous improvement activities until benefits are realized
• Contributing to process mapping according to best practices and Lean principles
• Determining financial and non-financial gains from optimization activities

Optimization and Efficiency Advisor

• Overseeing the preparation and review of financial statements and fund publications for mutual and segregated funds.
• Validating the accuracy of key financial documents, including income statements, balance sheets, cash flow statements and statements of equity.
• Identifying and analyzing financial discrepancies or irregularities to mitigate potential risks.
• Ensuring regulatory compliance of financial statements in accordance with industry standards.
• Implementing and monitoring internal controls related to financial and regulatory reporting.
• Collaborating on data governance initiatives, ensuring data accuracy and integrity with internal and external stakeholders.
• Assessing institutional client needs and contributing to the optimization of reporting processes and tools.
• Supporting and migrating operational tools built in Excel (VBA).
• Designing, developing and implementing Python-based solutions.
• Leveraging generative AI tools, including coding assistants such as Copilot, Agent Mode and Skills, to accelerate development and enhance the quality of visualization and operational solutions.

Analyst, Visualization

Financial Planning and Analysis

• Facilitate the processing of segregated funds, GICs and other investment products
• Assume ownership of assigned files and quality of data
• Track and follow-up on pending transfers with carriers
• Perform immediate follow-up with advisors regarding missing information
• Effectively resolve any issues, questions or complaints as they pertain to investments
• Establish and facilitate new client accounts within the WealthServ Investment System
• Manage incoming and outgoing Investments mail

Investments Administrator

Auditor

• conducting operational audit engagements, independently or as part of a team
• assessing inherent and residual risks, as well as internal controls
• establishing and ensuring adherence to timelines with the engagement team and Management
• drafting, presenting, and ensuring the quality of audit reports
• following up on issued recommendations, monitoring action plans, and reassessing control effectiveness

Internal Auditor – Operational Risk Audits

Technician

• Analyze and process requests for information and modifications related to the compensation of the sales force
• Provide customer service by email and phone
• Analyze transactions and provide the necessary explanations by referring to commission grids
• Explain compensation rules as well as various bonuses and contests to the sales force
• Use various computer systems to make file updates and ensure proper follow-up
• Identify out-of-the-ordinary situations and participate in finding solutions in a LEAN environment

Compensation Technician

Project Manager

• Leading Talent & Culture activities for mergers, acquisitions, integrations, and divestitures
• Coordinating various T&C workstreams such as talent acquisition, payroll, employee relations, and change management
• Structuring, planning, and delivering projects by developing integrated plans and schedules
• Monitoring project progress, managing budgets and resources, and identifying and addressing risks
• Supporting organizational transformation and change management initiatives

Events

• Coordinate the planning of events, meetings, seminars, promotional tours and accredited training sessions for Quebec and the Atlantic provinces: booking venues and suppliers, creating promotional materials, managing registrations and following up on activities before, during and after events to ensure an optimal experience;
• Act as a resource during events (on-site coordination, note-taking or technical support) and liaise with internal and external partners to ensure proper execution;
• Contribute to the preparation of communication and marketing materials (letters, email and digital campaigns) from both a design and execution perspective;
• Ensure administrative management: preparing expense reports, processing invoices, tracking payments and managing requests related to activities;
• Support the Regional Vice-President, the National Vice-President, Investments, and the sales team in managing travel, expenses, preparing presentations and other tasks;
• Establish and maintain relationships with partners (MGAs, national accounts, financial institutions, advisors, etc.) and act as a key point of contact with internal teams;
• Coordinate certain special initiatives as well as manage and maintain the inventory of promotional materials;
• Handle confidential information in compliance with confidentiality standards.

Regional Assistant – Events, Sales Support

Payroll

• Provide engaging leadership by developing a team, overseeing performance management, talent development, and succession planning
• Assume overall accountability for Canadian and U.S. payroll operations, including tax and regulatory compliance
• Define and evolve the organizational structure, priorities, and objectives of the department in alignment with business strategies
• Lead the optimization of payroll and HR processes by resolving operational challenges and leveraging system capabilities, including Workday and artificial intelligence
• Act as a strategic partner to stakeholders and contribute to the delivery of large-scale initiatives and projects
• Represent the department to senior leadership by communicating strategic directions, results, and key issues
• Drive continuous improvement and the transformation of payroll processes through innovation and emerging technologies, including artificial intelligence
• Establish performance indicators and a governance framework to optimize results and support informed decision-making
• Ensure rigorous management of operations and projects, including planning, priorities, timelines, and deliverable quality
• Implement control, audit, and quality assurance mechanisms and provide strategic leadership on cross-functional issues
• Demonstrate influential leadership in transformation initiatives, system migrations, and mergers and acquisitions activities