Job Description

Build the future with us

Are you driven by operational transformation, the evolution of business practices, and innovation in the individual insurance industry? Do you want to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Advisor, Individual Insurance and Savings, you will play a key role as a subject matter expert, bringing strategic operational thinking and a deep understanding of the impacts of transformation on processes, tools, roles, and operational practices.

This position is an excellent opportunity to showcase your expertise and fully realize your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. Reporting to the Operational Transformation team, you will provide influential leadership to project teams, business units, and internal partners to guide decision-making, ensure the consistent implementation of change, and accelerate the adoption of innovative ways of working across Individual Insurance operations.

What you’ll accomplish with us

As a Senior Advisor, Individual Insurance and Savings, you’ll be at the core of our mission. Here are the main responsibilities:

• Act as a strategic reference for individual insurance and/or savings within transformation initiatives and projects.
• Assess the detailed impacts of transformation initiatives on operations, customer service teams, processes, and roles, and contribute to the documentation of impact scenarios, operational requirements, and recommendations.
• Lead operational process evolution workshops in collaboration with stakeholders and work closely with process analysts, managers, and program experts to ensure the feasibility and relevance of proposed changes.
• Co-develop and support change management initiatives within operational teams, including contributing to the adaptation of documentation and training programs through an integrated, cross-functional approach.
• Monitor the adoption of digital transactions completed by advisors and clients (Modernia, Savings, Legacy, EVO Change/Savings/Web), identify gaps between adoption targets and actual results, and explain observed behaviours.
• Identify, recommend, and implement practical mechanisms to increase digital adoption through operational levers, support, communications, training, process improvements, and incentives.
• Collaborate with Operations, Experience, IT, Deployment, and Program teams to define consistent cross-functional actions, align enterprise-wide operationalization plans with corporate initiatives, and simplify advisor journeys.
• Track the realization of benefits associated with transformation projects, including comparing actual adoption versus business case projections, analyzing risks when targets are not achieved, monitoring corrective actions, and reporting progress to governance committees.

What could accelerate your success in this role

We’re looking for someone who:

• Is recognized for their deep knowledge of the individual insurance sector, strategic operational insight, and experience in transformation environments.
• Stands out for their analytical, communication, and knowledge-sharing abilities, as well as their capacity to influence without formal authority.
• Demonstrates strong expertise in change management and supporting teams through the adoption of new ways of working.
• Is known for their autonomy, rigour, collaborative mindset, and ability to thrive in complex and evolving environments.
• Holds a university degree in Administration, Finance, Actuarial Science, Insurance, or a related field.
• Has a minimum of 10 years of relevant experience in individual insurance and operational transformation within the financial services industry.
• Excels at planning, coordinating, and delivering expected outcomes while demonstrating strong strategic thinking.
• Has knowledge of impact assessment tools, process modelling methodologies, and change management practices, considered an asset.

• Advanced written and spoken French proficiency is required, as the successful candidate will be expected to communicate verbally and in writing with unilingual French-speaking clients and partners on a daily basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits, including flexible group insurance plans, a competitive retirement savings plan, employee share purchase plan, vacation and wellness days, personal development days, telemedicine services, Employee and Family Assistance Program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date

2026-09-03

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. Because, 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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

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.