iA Financial Group (Industrial Alliance)

Analyst

• Support the team with daily treasury activities and liquidity monitoring
• Consolidate daily cash flow forecasts from iA’s business sectors to ensure optimal liquidity levels
• Contribute to multidisciplinary projects aimed at improving treasury practices, processes, controls, and systems
• Maintain performance indicators and update dashboards
• Participate in process automation and the effective use of technological systems and tools
• Analyze and validate financial information
• Collaborate on multidisciplinary projects and interact with various English-speaking teams, partners, and stakeholders

Treasury Analyst, Student

Business Operations

• Analyze subsidiary technology environments to identify gaps relative to corporate IT standards
• Document architectures and technical workflows, and assess migration impacts on organizational systems
• Map existing IT processes and develop transition plans toward the target corporate operating model
• Gather and structure business requirements and produce functional documentation
• Analyze IT contracts, identify consolidation opportunities, and support technology purchasing decisions
• Collaborate with IT teams, project managers, and business partners to ensure successful integrations
• Contribute to risk identification, project governance, and monitoring of integration activities
• Support change management initiatives and promote sustainable adoption of corporate processes and solutions
• Integrate newly acquired subsidiaries with corporate IT processes, systems, and standards

IT and Business Process Integration Analyst

Project Manager

• Lead technology initiatives supporting the Human Resources sector
• Share project leadership with business partners
• Structure, plan, coordinate, and monitor a multidisciplinary team of approximately ten people
• Deliver all project management activities for assigned projects and mandates
• Monitor project budgets, estimate remaining work, and manage quarterly delivery capacity
• Organize delivery teams and align stakeholders with agreed directions and high business-value priorities
• Manage service agreements with external vendors and maintain partner relationships
• Adapt project management approach across Agile, Lean-Agile, and traditional delivery models
• Organize, coordinate, and facilitate planning, tracking, and feedback activities
• Support teams in managing risks, issues, and delivery blockers and define action plans
• Communicate initiative status, assumptions, value, timelines, costs, quality, risks, issues, blockers, progress, objectives, and benefits in accordance with IT Portfolio Management Office standards
• Develop and sustain effective relationships with internal and external partners and service providers

Designer

• Analyze business needs and translate them into practical technology solutions aligned with architectural guidelines
• Design, develop, test, and maintain application and data components
• Create models, data flows, processing rules, and data integration, transformation, and loading pipelines
• Implement and enhance data warehouses, data marts, interfaces, and analytical solutions
• Ensure data quality, traceability, and operational reliability
• Act as a technical reference and guide the delivery team
• Promote best practices and ensure technical quality of deliverables
• Coordinate testing activities and code reviews
• Contribute to estimations, planning, documentation, obsolescence management, change management, and production deployments
• Integrate security, compliance, and access management requirements
• Participate in incident resolution and audit activities
• Collaborate with business partners, architects, and multidisciplinary delivery teams

IT Solutions, Data Designer

• Support business partners in clarifying, prioritizing, and validating needs
• Facilitate analysis workshops and document processes, business rules, and functional requirements
• Assess business, functional, operational, and technological impacts of proposed changes
• Translate business needs into clear requirements for design and delivery teams
• Develop analyses, recommendations, and solution options
• Collaborate with project managers, designers, architects, and other contributors
• Define and coordinate functional validation and user acceptance testing
• Support users during testing and follow up on defects and corrective actions
• Maintain clear, structured, and current functional documentation
• Coordinate commitments, action plans, audits, and compliance requirements
• Monitor IT recovery plans and business continuity exercises
• Support IT asset evolution, including risks, obsolescence, controls, and roadmaps
• Prepare follow-ups, analyses, and indicators to report progress and issues

IT Analyst

Manager

• Proactively oversee administration cases, including transactions, policy changes, and requests processed through IRIS from advisors and Exclusive Services clients
• Coordinate and maintain follow-ups with internal and external partners, including MGAs, Sales Directors, and advisors
• Provide support on decisions, processes, and ad hoc issues to advance complex cases
• Meet regularly with members of the sales force to maintain an up-to-date understanding of processes and business needs
• Promote adoption of electronic tools related to business processes and administrative guidelines among MGAs
• Identify and recommend improvements within administrative operations based on partner feedback
• Approve transaction requests involving significant financial risk, up to $1,000,000
• Engage, coach, and support development of a multidisciplinary team
• Build and maintain strong business relationships with internal partners, the sales force, and distribution partners
• Supervise employees across Canada and collaborate with MGAs and sales force partners nationwide

Manager, Exclusive Services

Advisor

• Design and develop practical low-code solutions and related tools, including Power Platform, automation technologies, and artificial intelligence tools
• Contribute to the development and implementation of efficiency strategies
• Guide leaders throughout the optimization process, from identifying initiatives with the greatest potential to measuring tangible results
• Engage and involve stakeholders at the appropriate stages to support successful implementation of initiatives
• Support the development of a proactive culture focused on efficiency and agility while encouraging stakeholder accountability
• Contribute to strategic objectives and promote them to increase visibility and strengthen organizational alignment
• Foster knowledge sharing and adoption of leading practices across Investia
• Conduct research and benchmarking activities on innovative practices
• Implement visual management based on “See Together, Understand Together, Act Together”
• Identify and monitor key performance indicators related to efficiency and innovation

Business Improvement Advisor

Actuary

• Contribute to reserve valuation, the Appointed Actuary’s Report, financial projections, financial statements, FCT, ORSA, capital analyses, reinsurance, and product profitability assessments
• Produce analyses and recommendations supporting business decision-making and strengthening the organization’s financial position
• Ensure rigor and compliance of actuarial practices with recognized standards and industry best practices
• Provide direction and coordinate selected actuarial work, including deliverables for governance bodies
• Help resolve complex issues, share knowledge, and support expertise development
• Build stakeholder alignment regarding recommendations, priorities, and proposed changes
• Identify and implement improvements to processes, tools, and ways of working
• Contribute to performance indicators, process mapping, and actuarial reporting practices
• Collaborate with the Finance and Corporate Actuarial Vice-Presidency, business units, and internal partners
• Provide analyses, reports, and recommendations for strategic decision-making and cross-functional initiatives

Senior Corporate Actuarial Advisor

• Lead complex, cross-functional IT initiatives from inception through realization of expected benefits
• Lead scoping of strategic initiatives by defining objectives, scope, outcomes, dependencies, and success criteria
• Develop recommendations, roadmaps, decision-making materials, and delivery plans
• Define expected benefits and success metrics and track value delivered
• Plan and manage the full project lifecycle
• Coordinate internal teams and external partners
• Establish governance and facilitate decision-making forums
• Support prioritization and trade-off decisions
• Engage business, technology, and finance stakeholders through influential leadership
• Manage scope, costs, schedules, risks, quality, and dependencies
• Support change adoption, continuous improvement, and benefits realization
• Ensure alignment with GPMO standards
• Focus portfolio initiatives on FinOps practice evolution and cloud foundations modernization

Senior Project Manager, FinOps – Cloud Foundations

Risk

• Serve as a resource on governance best practices for iA Financial Group companies
• Ensure the quality of minutes, resolutions, mandates and policies submitted to boards of directors
• Develop, implement and apply processes related to boards of directors and the corporate secretariat
• Contribute to the onboarding and training of directors
• Oversee processes related to the compensation and evaluation of boards, committees and directors
• Develop tools to support the drafting of corporate documents
• Provide legal opinions on board governance and corporate law
• Coordinate improvements to team processes and increase service efficiency
• Collaborate on securities law, corporate governance, ethics and integrity matters
• Support the Corporate Secretary of iA Financial Corporation
• Coordinate meetings of the Governance and Ethics Risk Management Committee
• Update the Subsidiary Governance Framework and ensure reporting and accountability
• Advance subsidiary governance and ensure consistency in practices
• Interpret and apply the Subsidiary Governance Framework
• Coordinate corporate secretariat processes for the parent company and its subsidiaries
• Develop and publish training for employees and stakeholders
• Serve as Corporate Secretary for one or more subsidiaries
• Exercise influence-based leadership and coach members of Legal Services and other stakeholders
• Promote teamwork, collaboration and knowledge sharing
• Establish and monitor the organization’s processes, policies and standards
• Develop a governance community of practice
• Oversee the performance of the services under your responsibility
• Coordinate the team’s financial, material and human resources

Practice Lead, Corporate Secretariat and Subsidiary Governance

Auditor

• Perform audit engagements as part of a team or independently
• Establish timelines with the engagement team and Management, and ensure they are met
• Conduct analyses and tests of information technology governance and internal controls
• Ensure audit work meets the team’s quality standards
• Prepare audit results for presentation to Management
• Draft reports communicating findings to the Audit Committee

Student Auditor

Executive Assistant

• Independently manage calendars, changing priorities, deadlines, and follow-ups associated with files and initiatives
• Coordinate business travel arrangements and prepare expense reports
• Develop, maintain, and update files, databases, and systems for confidential information
• Manage, monitor, and coordinate sponsorship payment requests, including documentation validation, approvals, and budget tracking
• Follow up on decisions, actions, deliverables, and next steps from meetings, committees, and governance bodies
• Ensure classification, organization, and document management for the Vice-President’s office
• Plan, coordinate, and prepare meetings and events
• Support management systems, dashboards, and performance indicators
• Prepare agendas, PowerPoint presentations, surveys, workshops, briefing materials, and meeting and event follow-ups
• Recommend and implement administrative and operational best practices and process improvements
• Support the Vice-President’s internal communications
• Participate in drafting, revising, proofreading, translating French/English, and formatting executive-level documents
• Analyze Salesforce data to identify trends, produce reports, make observations, and recommend actions
• Perform other related duties

Executive Assistant, Distribution

Account Manager

• Serve as the dedicated point of contact for clients, developing, managing, and building client relationships
• Participate in client retirement committee, annual, and employee meetings
• Train new and existing clients on services, tools, and products
• Manage client expectations through strong and effective communication
• Understand client needs and find resolutions that satisfy those needs while respecting company capabilities and service standards
• Develop communication plans with the education team to identify needs, improvements, and opportunities to increase pension-program participation and member engagement
• Proactively communicate product, service, legislative, and other updates affecting clients’ pension programs
• Work with the Sales team to develop new business and participate in finalist presentations for prospective clients
• Develop, implement, and maintain the service model and strategies
• Collaborate with other Client Relationship Managers in internal meetings and workshops to share experiences, knowledge, and tips

Group Retirement Client Relationship Manager

Accounting Manager

• Perform banking and cash management follow-ups, including bank reconciliations, investigation of discrepancies, monitoring outstanding items, and resolving issues
• Prepare and own bank and other operational account reconciliations, documenting analyses and maintaining clear audit trails
• Record transactions in Oracle ERP, including journal entries for month-end activities, adjustments, and reclassifications
• Execute established internal controls, identify anomalies, and escalate situations requiring deeper analysis
• Prepare supporting documentation, respond to inquiries, and produce reconciliations for external audits, regulatory requests, and internal requests

Accounting Technician

Director

• Monitor and execute timely and reliable transactions in US and Canadian credit
• Support the trading team in order management and operational processes
• Collaborate with the investment management team by sharing market insights
• Coordinate with Accounting, Legal, and Operations
• Develop and maintain relationships with counterparties to ensure optimal access to liquidity
• Assist in developing junior traders
• Support improvements in the trade process, including pre/post-trade analytics and TCA
• Collaborate extensively with portfolio managers, analysts, Legal, Operations, Compliance, and other traders
• Report directly to the Global Head of Trading