iA Financial Group (Industrial Alliance)

Business Intelligence Analyst

• Gather and analyze business intelligence needs from various audiences and propose solutions
• Develop selected solutions in collaboration with Technology and other BI stakeholders
• Act as a trusted advisor to business partners by helping them understand and make better use of data
• Conduct in-depth analyses aimed at improving the efficiency of operational teams

Product Manager

• Understand, articulate, and communicate the business value of the product or scope
• Develop, communicate, and evolve the product vision and roadmap aligned with Finance objectives and business priorities
• Assess existing and proposed processes and their integration with financial systems
• Translate product vision into business objectives and deliver initiatives within budget and timelines
• Present progress through ceremonies and governance forums
• Manage and prioritize the product backlog, balancing business needs, defects, regulatory requirements, security, technical debt, and operationalization
• Translate product vision into epics, features, and user stories with analysts, architects, subject matter experts, and IT teams
• Identify, assess, and resolve roadmap-related risks and issues
• Analyze issues and scope-change impacts and recommend solutions
• Collaborate with analysts, architects, and IT teams to design and deliver solutions
• Define delivery and testing strategies
• Act as a leader and trusted advisor within the area of expertise
• Balance Agile ways of working with budget, governance, and reporting requirements

Product Owner

Financial Planning and Analysis

• Serve as a subject matter expert on IFRS accounting standards for internal Finance teams and partners
• Lead strategic and complex accounting positions while balancing regulatory requirements, risk management and business needs
• Demonstrate leadership in projects and strategic mandates with multidisciplinary teams
• Monitor new accounting and regulatory standards, assess their impact and support implementation
• Prepare and contribute to financial statement models and quality control of public financial statements
• Prepare and review internal and external financial information, including management reports, senior-management presentations and strategic financial documents
• Analyze and review financial information to ensure accuracy, consistency and quality

Accounting Standards and Financial Reporting Advisor

Data Analyst

• Design, develop and optimize business intelligence tools to support business decisions
• Contribute to risk management controls and market analyses
• Translate business needs into practical, tailored and well-documented solutions
• Analyze data and recommend key performance indicators
• Participate in governance of business intelligence assets
• Contribute to information data quality
• Support business partners in identifying and defining needs by highlighting available data and value-creation opportunities
• Collaborate with data analysts, managers, pricing and claims specialists, and other business partners to transform data into performance drivers

Administration

• Receive and process incoming and outgoing transfer documentation
• Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers
• Maintain departmental service level agreements and adhere to applicable regulatory requirements
• Communicate with clients, partners and operational teams
• Follow up on outstanding transfers, process rejected transfers and resolve pending files
• Review daily and weekly incoming and outgoing transfer reports
• Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings
• Open and distribute department mail, answer the department phone line and administer the department mailbox

Account Transfer Administrator

Manager

• Support managers and teams in preparing business cases, prioritizing initiatives, and evolving strategic roadmaps
• Orchestrate initiative portfolio management throughout the lifecycle to align with organizational objectives
• Monitor project execution and contribute to achievement of expected business benefits
• Provide visibility into portfolio performance and deliver strategic decision-support reporting
• Collaborate with stakeholders across sectors to address prioritization challenges, identify risks, and implement solutions
• Ensure quality, integrity, and compliance of portfolio management data and processes
• Improve portfolio management practices through knowledge sharing and development of new tools
• Support financial planning, budget monitoring, audit, and governance processes
• Represent the department in forums and governance bodies

Project Portfolio Manager

Sales

• Manage sales activities in the assigned territory and relationships with retailers
• Monitor the iADS service offering
• Intervene with retailers when necessary
• Maintain constant communication with the Regional Sales Manager
• Conduct team meetings and foster team spirit
• Collaborate with the training department to identify needs and plan interventions
• Ensure risk management and compliance with applicable laws and regulations
• Participate in selecting team members through hiring or internal promotion interviews
• Identify individual development needs and ways to address them
• Request reports from consultants or performance coordinators when required
• Collaborate with all iA Dealer Services stakeholders to provide outstanding customer service

Sales Manager

Scrum Master

• Plan, organize, and coordinate activities related to multiple data, business intelligence, and artificial intelligence initiatives
• Track timelines, risks, budgets, and dependencies
• Facilitate collaboration among technical teams, business partners, and vendors
• Produce and maintain tracking metrics, action plans, and governance presentations
• Organize and facilitate Agile ceremonies, including PI Planning, prioritization workshops, refinement sessions, reviews, and retrospectives
• Support teams in applying Agile and Lean-Agile practices
• Remove delivery impediments and support work prioritization
• Contribute to the continuous improvement of project management, planning, capacity management, and delivery predictability practices
• Participate in implementing tools, processes, and metrics that promote the operational efficiency of Data and AI initiatives

Project Manager – Scrum Master, Data and AI

Insurance

• Build personalized relationships with clients and create a climate of trust supporting the sale of auto and home insurance policies
• Follow the company’s underwriting policies
• Help increase client retention
• Provide high-quality advisory service focused on clients’ real needs
• Collaborate with colleagues in a dynamic and motivating environment
• Serve as the first point of contact for clients
• Complete an 8-week paid training program and prepare for AMF exams if not yet licensed

Damage Insurance Agent

Security Engineer

• Act as a senior legal expert and provide a market-aligned strategic vision to the team and partners in privacy and information security
• Provide strategic legal advice to business areas including mergers and acquisitions, commercial contracts, sales and product development, distribution, technology, human resources, crisis management, and data-driven business strategies
• Develop a global and forward-looking understanding of the organization’s legal needs and contribute to strategic initiatives
• Lead and coordinate legal support for incident response, including cybersecurity, fraud, and data protection matters
• Monitor, analyze, and communicate emerging legislative and regulatory trends
• Support implementation, review, and updating of policies, standards, guidelines, and programs
• Harmonize Canadian and U.S. legal approaches with relevant legal counsel
• Collaborate with Practice Leaders to ensure cross-functional alignment
• Participate in industry meetings and forums
• Serve as primary point of contact for key partners
• Oversee and coordinate projects involving multiple team members
• Establish and maintain a community of practice
• Promote best practices across internal teams
• Coach and develop team members while fostering teamwork and knowledge sharing
• Ensure compliance with legal processes, standards, and guidelines and contribute to continuous improvement

Strategic Legal Counsel – Privacy and Information Security

Technician

• Process various redemption requests and transactions related to individual annuity contracts
• Adhere to established policies and procedures
• Code and update information in computer systems, including contract issuances, deposits, transfers, and other transactions
• Ensure accuracy and compliance of documentation associated with transaction requests
• Process a high volume of diverse requests within established service standards and deadlines
• Contribute to operational quality in a fast-paced individual savings and retirement environment
• Support clients and business partners through accurate and efficient administrative transaction processing

Transaction Technician

Compliance

• Collaborate on the Sector’s strategic projects
• Participate in the rollout of corporate compliance programs
• Respond to support requests from Sector partners regarding legal and regulatory matters
• Review documentation related to the products and services offered, as well as various contractual agreements
• Monitor legislative developments affecting the Sector
• Assess the impact of legislative changes on day-to-day operations
• Communicate required changes to partners

Compliance Advisor

Architect

• Define the scope of initiatives and recommend appropriate business solutions
• Structure delivery through increments and priorities
• Assess costs, benefits, and risks in collaboration with IT teams and partners
• Represent business lines in major initiatives
• Challenge proposed approaches and influence decision-making
• Build alignment among stakeholders, including senior leadership
• Develop communications, models, and visual representations to clarify business issues and solutions
• Ensure solutions align with strategic objectives
• Identify opportunities to optimize and simplify processes
• Analyze roadmaps and identify business impacts and dependencies
• Recommend realistic and coherent action plans
• Foster collaboration across teams and connect areas of expertise
• Support partners and distribution networks through advisory and communication activities
• Monitor trends in the insurance and individual savings sectors
• Share best practices and market insights
• Maintain and enhance business architecture frameworks
• Contribute to team development and transformation initiatives