Senior Advisor, Strategic Performance

Iaawg; Quebec; On-site; CAD 150,000 - 190,000; Full time

Benefits offered by this job

Competitive Benefits

Flexible group insurance plans

Competitive pension plan

Employee share purchase program

Vacation program, wellness days, and 1

Job summary

iA Financial Group in Canada seeks an accomplished leader to serve as Senior VP, Global Customer Experience (GCX) partner. You will guide strategic investments, monitor performance, and drive value creation across sectors, collaborating with executives and data teams to optimize governance and ROI.

You will oversee budgeting, portfolio prioritization, and high-impact initiatives while ensuring rigorous risk management and performance reporting for the organization’s growth agenda.

Qualifications

• Bachelor’s degree in actuarial science, business administration, finance, or 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 to prepare strategic documentation in English.

Responsibilities

• Advise the SVP, GCX and the leadership team on strategic priorities, growth opportunities, and investment decisions.
• Develop and maintain partnerships with business lines and corporate functions to align strategies, investments and performance.
• Lead budgeting process and oversee the sector’s financial performance, including Run, Maintain, and Improve activities.
• Support strategic portfolio management through prioritization, business case development and validation, and benefits realization tracking.
• Act as steward of business value for sector investments by monitoring performance, benefits realization, and ROI.
• Develop financial analyses, value creation models, and forecasts, translating customer, marketing, and operational metrics into strategic recommendations.
• Partner with Data and Analytics to evolve customer value measurement approaches, including CLV models.
• Design and enhance executive dashboards, KPIs, and performance monitoring mechanisms, and evaluate strategic initiatives.

Skills

Strategic leadership

Financial analysis

Governance

Portfolio management

Stakeholder engagement

English proficiency

Education

Bachelor's degree in actuarial science, business administration, finance, or related field

Job description

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

• 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.

Location

Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College Avenue

Benefits

• 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

Company Overview

Company 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.

*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.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes.

In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers.

At iA Financial Group, our differences make us unique.

We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority.

We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.

Posting End Date 2026-09-11