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About the Role
Lead the evolution of business processes to increase efficiency, productivity, and quality across the advisor and client journeys at iA Private Wealth. Assess existing processes, identify improvement opportunities, and deliver changes that advance operational excellence. Integrate digital and artificial intelligence touchpoints to create seamless, customer-centric experiences.
Responsibilities
- Establish the process journey vision, strategy, and integration model across advisors and head office teams to achieve target business outcomes and deliver best-in-class digital experiences.
- Translate business goals into strategic opportunities and develop an MVP-centred roadmap with short-, medium-, and long-term objectives.
- Develop business cases, define and measure objectives and key results, and manage journey metrics, revenues, costs, total cost of ownership, performance, and return on investment.
- Represent the voice of clients and advisors by leading qualitative and quantitative research, journey mapping, customer-listening initiatives, journey analytics, market intelligence, and performance measurement.
- Lead journey and process design activities, including design thinking, ideation, prototyping, testing, iteration, process optimization, documentation, and the ongoing evolution of target experiences.
- Lead multiple large, complex, and multi-year business transformation initiatives, defining and prioritizing EPICs and Features, coordinating cross-functional delivery, and representing the business throughout development and user acceptance testing.
- Orchestrate end-to-end delivery through Program Increment Planning, iteration reviews, system demonstrations, risk management, governance reporting, and compliance with applicable legal, regulatory, and internal policy requirements.
- Build and manage relationships with executives, advisors, internal teams, technology companies, service providers, and third-party partners while leading stakeholder communications, change management, adoption, training, and organizational readiness.
Requirements
- At least 10 years of relevant experience in digital strategy, journey ownership, process improvement, and the delivery of complex business transformation initiatives.
- Demonstrates strong knowledge of wealth management industry trends, investment solutions, emerging technologies, and the regulatory environment.
- Experience working in Agile environments, participating in Agile ceremonies, managing EPICs and Features, tracking team-level metrics, removing blockers, and coordinating business and technology capabilities.
- P&L and financial management experience, with a demonstrated ability to build business cases and drive profitable adoption, growth, operational performance, and return on investment.
- Excels at strategic planning, stakeholder coordination, change management, problem-solving, and managing multiple priorities and deadlines in a fast-paced environment.
- Communicates complex ideas clearly and persuasively, builds productive relationships at all organizational levels, and effectively influences senior executives, vendors, consultants, and cross-functional partners.
- Advanced level of English proficiency.
- Excellent French communication skills, both oral and written, are an asset.
Skills
- Digital strategy
- Journey ownership
- Process improvement
- Business transformation
- Wealth management industry trends
- Investment solutions
- Emerging technologies
- Regulatory environment
- Agile environments
- Agile ceremonies
- Managing EPICs and Features
- Tracking team-level metrics
- Removing blockers
- Coordinating business and technology capabilities
- P&L management
- Financial management
- Building business cases
- Driving profitable adoption, growth, operational performance, and return on investment
- Strategic planning
- Stakeholder coordination
- Change management
- Problem-solving
- Managing multiple priorities and deadlines
- Clear and persuasive communication
- Relationship building
- Influencing senior executives, vendors, consultants, and cross-functional partners
- English proficiency
- French communication skills
Location
- Montreal / 1981 McGill College Avenue
- Toronto / 26 Wellington Street East
Work Type
- Hybrid environment
Experience Level
- Senior
- 10+ years of relevant experience
Education Level
- Degree in Business, Marketing, or a related field
- MBA and professional certifications such as Lean Six Sigma, Certified Process Professional, or Certified Business Process Professional are considered assets
Salary/Compensations
- $110,000 and $140,000 CAD per year
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.
- 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.
- To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.