Business Process and Knowledge Management Specialist at iA Financial Group | CA | Rezi

Business Process and Knowledge Management Specialist at iA Financial Group

Business Process and Knowledge Management Specialist

iA Financial Group · CA

4 days ago

Business Process and Knowledge Management Specialist

iA Financial Group · CA

4 days ago
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About the Role

As a Business Process and Knowledge Management Specialist, you will help improve operational effectiveness, scalability, control effectiveness, and the employee experience. You will advance process and knowledge governance, preserve organizational knowledge, and support the adoption of digital, automation, and AI-enabled solutions.

Responsibilities

  • Establish and maintain knowledge management standards, governance practices, documentation frameworks, and operational content within MKB, ensuring information remains accurate, complete, accessible, and aligned with business objectives, policies, and regulatory requirements.
  • Document and maintain operational processes, workflows, controls, procedures, training materials, process guides, job aids, and reference materials using standardized tools and templates.
  • Analyze end-to-end processes to identify inefficiencies, control gaps, operational risks, root causes, and knowledge gaps, then recommend improvements that strengthen scalability, business continuity, client experience, and operational outcomes.
  • Lead process mapping, workflow analysis, future-state design, process reviews, and continuous improvement initiatives, while tracking opportunities, outcomes, and business benefits.
  • Partner with Operations, Compliance, Technology, Risk, Internal Controls, business leaders, and subject matter experts to facilitate workshops, define solutions, align stakeholders, and support implementation and change adoption.
  • Identify opportunities involving automation, workflow technologies, AI-enabled solutions, self-service capabilities, and digital tools, while assessing process and knowledge assets for automation and AI readiness.
  • Provide guidance and coaching on process management, documentation governance, knowledge management, and operational best practices, while evaluating the impacts of business, regulatory, operational, and technology changes.

Requirements

  • Holds a post-secondary education in Business, Finance, Accounting, Economics, or a related field.
  • Has five or more years of experience in business operations, process improvement, business analysis, knowledge management, operational excellence, consulting, or a related discipline.
  • Has experience leading or facilitating process improvement initiatives and cross-functional business projects, as well as gathering and structuring information from multiple stakeholders.
  • Demonstrates strong analytical, critical-thinking, problem-solving, communication, organizational, attention-to-detail, and change-management capabilities.
  • Works independently within a broad mandate, exercises sound judgment, balances competing priorities, and influences stakeholders across multiple business functions without direct authority.
  • Is proficient in Microsoft Office, including advanced Excel, Visio, and PowerPoint.
  • Has experience with process-mapping or workflow-documentation tools, SharePoint, knowledge-management platforms, or document repositories.
  • Has experience with Power BI, Power Automate, Copilot, workflow-management or other digital-enablement technologies.
  • Knowledge of Lean, Six Sigma, Business Process Management, operational-excellence methodologies, or equivalent practices is considered an asset.

Skills

  • Microsoft Office
  • Advanced Excel
  • Visio
  • PowerPoint
  • Process-mapping tools
  • Workflow-documentation tools
  • SharePoint
  • Knowledge-management platforms
  • Document repositories
  • Power BI
  • Power Automate
  • Copilot
  • Workflow-management technologies
  • Digital-enablement technologies
  • Lean
  • Six Sigma
  • Business Process Management
  • Operational-excellence methodologies

Location

  • Montreal / 1981 McGill College Avenue
  • Toronto / 26 Wellington Street East

Work Type

  • Hybrid

Experience Level

  • Five or more years of experience

Education Level

  • Post-secondary education in Business, Finance, Accounting, Economics, or a related field

Salary/Compensations

  • $75,000 to $85,000 CAD

Benefits

  • Flexible group insurance plans
  • Competitive retirement savings plan
  • Employee share purchase plan
  • Vacation program, wellness days, and personal development days
  • Telemedicine services
  • Employee and Family Assistance Program
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products

About the Company

  • iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
  • Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
  • With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
  • The secret to our success? Investing in you, one person at a time.
  • For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
  • At iA, we’re invested in you.

Equal Opportunity

  • At iA Financial Group, we support and celebrate diversity.
  • We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
  • Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.