Senior Advisor, Strategic Performance

iA Financial Group; Quebec; Hybrid; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive pension plan

Employee share purchase program

Vacation program

Wellness days

Telemedicine services

Employee Assistance Program

Ergonomic furniture program

Performance bonus

Job summary

iA Financial Group in Quebec is seeking a Senior Advisor, Strategic Performance to partner with the SVP GCX and drive value creation across the sector. You will oversee strategic investments, governance, and performance management, translating initiatives into measurable business outcomes.

You will lead budgeting, portfolio prioritization, and benefits realization, while collaborating with data analytics to refine customer value measurement and executive dashboards.

Qualifications

• Bachelor’s degree in actuarial science, business administration, finance, or a related field.
• Minimum of ten years of relevant experience in strategy, organizational performance, finance, portfolio management, governance, or strategic advisory roles.
• Advanced English proficiency to collaborate with English-speaking partners and produce strategic documentation.

Responsibilities

• Advise the SVP, GCX and the leadership team on strategic priorities, growth opportunities, and investment decisions, in close collaboration with the Senior Advisor, Growth and Financial Performance.
• Develop and maintain partnerships with business lines and corporate functions to align strategies, investments, and performance objectives.
• Lead the budgeting process and oversee the sector’s financial performance, including Run, Maintain, and Improve activities.
• Support strategic portfolio management by contributing to initiative prioritization, business case development and validation, and benefits realization tracking.
• Act as the steward of business value for sector investments by monitoring performance, benefits realization, and ROI.
• Develop financial analyses, value creation models, and forecasts, and translate customer, marketing, and operational metrics into strategic recommendations and business value indicators.
• Partner with the Data and Analytics team to evolve customer value measurement approaches, including CLV models, to support growth and customer engagement strategies.
• Design and enhance executive dashboards, KPIs, and performance monitoring mechanisms, while contributing to evaluation of strategic initiatives and partnerships.
• Serve as the Business Risk Officer for GCX by integrating risk management into governance, planning, and portfolio management processes.

Skills

Strategic leadership

Financial analysis

Governance

Portfolio management

Strategic advisory

Stakeholder engagement

Business judgment

Customer value creation

English proficiency

Education

Bachelor’s degree in actuarial science

Bachelor’s degree in business administration

Bachelor’s degree in finance

Job description

Build the Future with Us

Are you passionate about the insurance and financial services industry and looking to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

Reporting to the Senior Vice-President, Global Customer Experience (GCX), you will act as a strategic partner to the sector's leadership team and contribute directly to iA’s growth and transformation ambitions.

At the intersection of strategy, finance, governance, and risk management, you will play a key role in evaluating, optimizing, and monitoring the sector’s strategic investments. You will help ensure disciplined organizational performance management, maximize value creation from strategic initiatives, and support decision-making through data-driven analysis, expected benefits, and business risk assessments.

This position represents a unique opportunity to serve as a trusted right hand to the SVP, GCX, on matters related to performance, governance, value creation, and strategic execution.

What You Will Accomplish With Us

As a Senior Advisor, Strategic Performance, you will:

• Advise the SVP, GCX and the leadership team on strategic priorities, growth opportunities, and investment decisions, in close collaboration with the Senior Advisor, Growth and Financial Performance.

• Develop and maintain strong partnerships with business lines and corporate functions to ensure alignment of strategies, investments, and performance objectives.

• Lead the budgeting process and oversee the sector’s financial performance, including Run, Maintain, and Improve activities.

• Support strategic portfolio management by contributing to initiative prioritization, business case development and validation, and benefits realization tracking.

• Act as the steward of business value for sector investments by monitoring performance, benefits realization, and return on investment.

• Develop financial analyses, value creation models, and forecasts, and translate customer, marketing, and operational metrics into strategic recommendations and business value indicators.

• Partner with the Data and Analytics team to evolve customer value measurement approaches, including Customer Lifetime Value (CLV) models, to support growth and customer engagement strategies.

• Design and enhance executive dashboards, key performance indicators (KPIs), and performance monitoring mechanisms, while contributing to the evaluation of strategic initiatives, growth opportunities, and potential strategic partnerships.

• Serve as the Business Risk Officer (BRO) for GCX by integrating risk management principles into governance, planning, and portfolio management processes, while supporting key decision‑making forums across the sector.

What Could Accelerate Your Success in This Role

We are looking for someone who:

• Is recognized for influential leadership, strategic thinking, and a strong results orientation.

• Acts as a trusted business advisor to managers and senior executives.

• Possesses strong financial analysis, modelling, and business value assessment capabilities.

• Demonstrates expertise in governance, organizational performance, portfolio management, or strategic advisory roles.

• Excels at collaboration and stakeholder engagement across multiple groups and functions.

• Exhibits strong business judgment, political acuity, and the ability to influence strategic decision‑making.

• Has a solid understanding of customer value creation, revenue growth, and integrated risk management concepts.

• Holds a bachelor’s degree in actuarial science, business administration, finance, or a related field, along with a minimum of ten years of relevant experience in strategy, organizational performance, finance, portfolio management, governance, or strategic advisory roles.

• Has an advanced level of English proficiency, as the incumbent will be required to collaborate regularly with English-speaking partners and colleagues and analyze and produce strategic documentation in English on an ongoing basis.

Why You’ll Love Working With Us

• A workplace where learning and development are combined with a collective pursuit of excellence.

• Artificial intelligence is in the hands of everyone, empowering you to increase your personal effectiveness while contributing to the organization’s growth.

• A healthy, safe, equitable, and inclusive environment where talent can thrive and reach its full potential.

• The opportunity to work in a flexible hybrid environment supported by inspiring and innovative workspaces.

Competitive Benefits

• Flexible group insurance plans

• Competitive pension plan

• Employee share purchase program

• Vacation program, wellness days, and personal development days

• Telemedicine services

• Employee and Family Assistance Program

• Ergonomic furniture program

• Performance bonus program

• Discounts on iA products and much more