Business Analyst

Industrial Alliance Insurance and Financial Services Inc; Magog; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

iA Financial Group in Canada is seeking a Business Analyst to support Global Client Experience (GCX) growth and performance initiatives. You will transform campaign results and business data into actionable insights, collaborating with Growth Hub, Analytics, Data, Salesforce Hub, Marketing and Martech teams.

You will produce analyses on campaigns, customer journeys, and growth capabilities; monitor KPIs and dashboards; prepare materials for governance; and document business needs and user

Qualifications

• Experience or knowledge in marketing, campaigns, marketing analytics, growth, customer experience, or cross-selling.
• Ability to understand complex business challenges and lifecycle of campaigns from target segment to performance evaluation.
• Strong analytical skills and ability to translate data into business recommendations.
• Advanced proficiency with Excel for data analysis and reporting.
• Familiarity with data visualization and analytics tools such as Power BI, Tableau, or similar.
• Knowledge of Databricks, Salesforce, Data Cloud, CRM Analytics, Customer 360, or similar environments (asset).
• Rigorous, adaptable, autonomous, thrives in fast-paced environments.
• Excellent at communicating insights, influencing stakeholders, and collaborating with multidisciplinary teams.
• Intermediate level of English; documentation in English and collaboration with English-speaking stakeholders; mostly French daily.

Responsibilities

• Produce and maintain performance analyses for campaigns, journeys, growth initiatives, and Growth Hub capabilities.
• Analyze results to identify trends, opportunities, performance gaps, and factors influencing campaign success.
• Develop and monitor business performance indicators, dashboards, and tracking mechanisms.
• Prepare analyses, summaries, and presentation materials for governance committees and business stakeholders.
• Document and structure business needs, processes, business rules, decision flows, success criteria, functional requirements, and user stories.
• Support the Performance Product Owner in backlog management, prioritization, and monitoring of dependencies, risks, issues, and deliverables.
• Participate in PI Planning, sprint reviews, and other Agile ceremonies while contributing to solution validation and post-implementation performance assessments.
• Foster collaboration among business, analytics, and technology teams and contribute to continuous improvement of growth, personalization, cross-selling, automation, and performance practices.

Skills

Marketing analytics

Growth

Customer experience

Cross-selling

Excel

Power BI

Tableau

Databricks

Salesforce

Data Cloud

CRM Analytics

Customer 360

English proficiency

Tools

Salesforce

Databricks

Tableau

CRM Analytics

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Human Resources and Continuous Improvement

Are you passionate about performance analysis, customer experience, and growth? As a Business Analyst, you will contribute to strategic initiatives within Global Client Experience (GCX), whose mission is to accelerate growth by enhancing client acquisition and engagement, personalizing experiences, and expanding cross-selling opportunities across the organization.

Working closely with Growth Hub, Analytics, Data, Salesforce Hub, Marketing, and Martech teams, you will transform campaign results and business data into actionable insights and recommendations. Your contributions will help drive business decisions, optimize performance, and identify opportunities that create value across the organization.

What You Will Accomplish With Us

As a Business Analyst, you will play a key role in supporting our growth and performance objectives. Your main responsibilities will include:

• Produce and maintain performance analyses related to campaigns, customer journeys, growth initiatives, and Growth Hub capabilities;
• Analyze results to identify trends, opportunities, performance gaps, and factors influencing campaign success;
• Contribute to the development and monitoring of business performance indicators, dashboards, and tracking mechanisms;
• Prepare analyses, summaries, and presentation materials for governance committees and business stakeholders;
• Document and structure business needs, processes, business rules, decision flows, success criteria, functional requirements, and user stories;
• Support the Performance Product Owner in backlog management, prioritization, and monitoring of dependencies, risks, issues, and deliverables;
• Participate in PI Planning, sprint reviews, and other Agile ceremonies while contributing to solution validation and post-implementation performance assessments;
• Foster collaboration among business, analytics, and technology teams and contribute to the continuous improvement of growth, personalization, cross-selling, automation, and performance practices.

What Could Help You Succeed in This Role

We are looking for someone who:

• Has experience or strong knowledge in marketing, campaigns, marketing analytics, growth, customer experience, or cross-selling;
• Can understand complex business challenges and the full lifecycle of campaigns, from target segment selection to performance evaluation;
• Demonstrates strong analytical skills and the ability to transform data and performance metrics into meaningful business recommendations;
• Has advanced proficiency with Excel for data analysis and reporting;
• Is comfortable using data visualization and analytics tools such as Power BI, Tableau, or similar platforms;
• Has knowledge of Databricks, Salesforce, Data Cloud, CRM Analytics, Customer 360, or comparable analytical environments (an asset);
• Is recognized for their rigor, adaptability, autonomy, and ability to thrive in fast-paced and complex environments;
• Excels at communicating insights, influencing stakeholders, and collaborating with multidisciplinary teams.
• Intermediate level of English proficiency is required, as the successful candidate will be responsible for preparing documentation in English and collaborating regularly with multiple English-speaking stakeholders, although most day-to-day verbal interactions will take place in French.

Why You Will Love Working With Us

• A work environment where learning and professional development are combined with a shared pursuit of excellence;
• Artificial intelligence tools available to all employees, helping increase personal effectiveness and supporting organizational growth;
• A healthy, safe, equitable, and inclusive workplace where everyone can reach their full potential;
• The flexibility of a hybrid work environment supported by inspiring and innovative workspaces.

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.