Business Improvement Advisor
iA Financial Group
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Benefits offered by this job
Job summary
Investia Financial Services Inc. is seeking a Business Improvement Advisor to drive efficiency through AI, automation, and low-code solutions. The role focuses on optimizing business processes and fostering organizational alignment across a hybrid work environment.
The ideal candidate will have 5+ years of experience, strong communication skills, and fluency in English and French, with knowledge of Lean principles and a penchant for innovation.
Qualifications
- Has relevant education or equivalent practical experience.
- Has at least five years of relevant professional experience.
- Demonstrates strong communication, engagement, and influencing skills.
- Analytical mindset, creativity, proactive approach and ability to find solutions.
- Naturally curious and actively seeks out new practices and ideas.
- Comfortable learning through action and working in ambiguous situations.
- Strong teamwork skills and ability to collaborate with stakeholders.
- Lean principles knowledge is an asset.
- Sales and distribution environment experience is an asset.
- Advanced English and French proficiency for collaboration with leaders and stakeholders.
Responsibilities
- Design and develop practical low-code solutions using Power Platform, automation and AI tools.
- Develop efficiency strategies addressing current business needs.
- Guide leaders through optimization and measure tangible results.
- Engage stakeholders to support initiatives.
- Support a proactive culture focused on efficiency and agility.
- Contribute to strategic objectives and promote alignment.
- Foster knowledge sharing and adoption of best practices.
- Stay informed about innovative practices through research and benchmarking.
- Implement a See Together, Understand Together, Act Together visual management approach.
- Identify KPIs related to efficiency and innovation and monitor progress.
Skills
Education
Tools
Job description
Build the future with us
Are you driven by efficiency, innovation, and technology and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?
As a Business Improvement Advisor , you will play a key role in supporting Investia's business objectives. You will explore, develop, and help implement initiatives involving artificial intelligence, automation, and low-code solutions. Through continuous improvement efforts, you will help enhance business processes, drive operational excellence, and advance organizational practices.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
What you’ll accomplish with us
As a Business Improvement Advisor, you'll be at the core of our mission. Here are the main responsibilities:
- Design and develop practical low-code solutions and related tools, including Power Platform, automation technologies, and artificial intelligence tools, to quickly address business needs and generate value;
- Contribute to the development and implementation of efficiency strategies that address current business needs and support their evolution;
- Guide leaders throughout the optimization process, from identifying initiatives with the greatest potential to measuring tangible results;
- Engage and involve stakeholders at the appropriate stages to support the successful implementation of initiatives;
- Support the development of a proactive culture focused on efficiency and agility while encouraging stakeholder accountability;
- Contribute to the achievement of strategic objectives and promote them to increase their visibility and strengthen organizational alignment;
- Foster knowledge sharing and the adoption of leading practices across Investia;
- Stay informed about innovative practices by conducting research and benchmarking activities;
- Implement a visual management approach based on the principles of "See Together, Understand Together, Act Together" to promote organizational alignment;
- Identify key performance indicators related to efficiency and innovation and monitor their progress.
What could accelerate your success in this role
We're looking for someone who:
- Has relevant education or equivalent practical experience;
- Has at least five years of relevant professional experience;
- Demonstrates strong communication, engagement, and influencing skills;
- Is recognized for their analytical mindset, creativity, proactive approach, and ability to find solutions;
- Is naturally curious and actively seeks out new practices and ideas;
- Is comfortable learning through action and working in ambiguous situations;
- Demonstrates strong teamwork skills and the ability to collaborate with a variety of stakeholders;
- Has knowledge of Lean principles, considered an asset;
- Is comfortable working in a sales and distribution environment, considered an asset;
- Has an advanced level of English and French proficiency, as the role involves collaborating, communicating, and carrying out optimization initiatives with English-speaking and French-speaking leaders and stakeholders on a regular basis.
Why you’ll love working with us
- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- 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
- 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;
- And much more!
The typical hiring range for this position is between CAD $66,862 and CAD $115,371 per year. The base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Quebec / 1080, Grande Allee West
Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East
Investia Financial Services Inc.
2026-10-14
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.
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.
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