Senior Advisor, Employee Benefits and Retirement (M&A & Integration), HR

iA Financial Group; Quebec; Hybrid; CAD 86,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible benefits

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee assistance program

Ergonomic furniture program

Performance bonuses

Discounts on iA products

Job summary

iA Financial Group in Canada seeks a Senior Advisor, Benefits and Retirement to drive analyses and harmonization of employee benefits during corporate transactions and HR integrations. You’ll coordinate with Global Compensation and HR teams to model costs, assess risks, and define transition plans, while leading integration activities for group insurance and paid leave programs.

The role requires strong analytical skills, a college degree in a relevant field, and advanced Excel proficiency;

Qualifications

• We look for 5+ years in employee benefits and retirement programs, ideally involving transformation, harmonization, or integration.
• Strong analytical skills and ability to translate data into clear findings and scenarios.
• Proficiency with advanced analytical tools, especially Excel, and cost modeling abilities.

Responsibilities

• Conduct in-depth analyses of benefits and retirement programs in target entities and assess risks and costs.
• Produce structured assessments and recommendations to support decisions in transactions.
• Develop and compare harmonization scenarios and define transition action plans.
• Assess impacts on employees, managers, costs, and operations; collaborate with modeling teams for accurate assumptions.
• Lead integration activities for group insurance, retirement, and paid leave programs; support employee transitions and tool development.
• Identify risks and mitigation measures; contribute to post-integration reviews and stabilization.
• Collaborate with Global Compensation and centers of expertise to improve HR FAI practice and document lessons learned.

Skills

Advanced Excel

Cost modeling

Analytical skills

Project management

Communication

Strategic thinking

Education

Actuarial science

Mathematics

Finance

Human resources

Related field

Tools

Workday

Job description

Build the future with us

Are you passionate about strategic growth and mergers and acquisitions, and do you want to contribute to the mission of a company that aims to ensure its clients feel confident and secure about their future? As a Senior Advisor, Benefits and Retirement, you will play a key role in analyzing, recommending, and harmonizing benefits and retirement programs during corporate transactions and HR integrations.

You’ll be part of the Talent and Culture Vice Presidency—Total Compensation, Technology, and HR Integrations—specifically within the Mergers, Acquisitions, and HR Integrations team, whose activities are central to iA Financial Group’s growth strategy.

This position offers a great opportunity to showcase your skills and fully realize your potential within a supportive and reliable company. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

Key Responsibilities

• Conduct in-depth analyses of the targeted entities’ benefits and retirement programs, identify discrepancies with iA’s practices, and assess risks (compliance, costs, retention, equity, feasibility)
• Produce structured assessments and recommendations to support decision-making in the context of transactions
• Develop and compare scenarios for harmonizing programs, recommend appropriate approaches, and define action plans for the transition to the target state
• Assess the impacts of the scenarios on employees, managers, costs, and operations
• Provide specialized input for cost assessments and collaborate with the modeling team to ensure the accuracy of assumptions and analyses
• Contribute to the financial assessment of harmonization impacts and identify factors influencing transition costs and recurring costs
• Lead the planning and execution of integration activities related to the rollout of group insurance, retirement, and paid leave programs; support the transition for employees; and contribute to communications and the development of support tools
• Identify integration risks and propose mitigation measures, while contributing to post-integration reviews and the stabilization of operations
• Collaborate with Global Compensation and the centers of expertise, develop tools and templates for the HR FAI practice, and document lessons learned to foster continuous improvement

Job Qualifications

We are looking for someone who:

• Has at least 5 years of relevant experience in employee benefits and retirement programs, ideally in contexts involving program transformation, harmonization, or integration.
• Demonstrates strong analytical skills and is able to transform complex data into clear findings, structured recommendations, and decision-support scenarios.
• Is proficient in advanced analytical tools, particularly Excel, and is comfortable with cost modeling and impact assessment.
• Is capable of managing multiple projects simultaneously and effectively coordinating the work of various stakeholders in a matrix structure, without direct line authority.
• Demonstrates sound judgment, autonomy, and rigor in managing strategic projects involving a high degree of ambiguity and sensitivity.
• Possesses excellent communication and analytical skills, enabling them to explain complex issues and influence decision-making.
• Hold a college degree in a relevant field (actuarial science, mathematics, finance, human resources, or a related field).
• Knowledge of Workday is a plus.
• Advanced proficiency in English, as the candidate will be required to analyze compensation programs, collaborate on mergers, acquisitions, and integrations, participate in discussions, and support integration activities with English-speaking partners—particularly in the United States—on a regular basis.

Why Join the FAI HR Team

• To contribute to large-scale projects that shape the future of iA Financial Group.
• To play a tangible role in the success of acquisitions and integrations.
• To apply your expertise in employee benefits to inform strategic decisions.
• To grow in an HR role undergoing transformation, at the heart of complex, high-profile, and value-driven initiatives.
• To work in a learning, ambitious, and growing organization.

Why You’ll Love Working With Us

• A work environment where learning and development go hand in hand 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 work environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits: Flexible group insurance, competitive retirement plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonuses, discounts on iA products, and more!

For positions posted in Ontario

The typical hiring range for this position is between 86 298 $ and 130 157$ CAD 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.