Senior Journey Analyst

iA Financial Group; Montreal; Hybrid; CAD 85,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Senior Journey Analyst in Montreal to enhance client and advisor journeys through a digital transformation strategy. The role involves translating business needs into technical requirements, facilitating teamwork and collaboration, and advocating for a superior client experience. Strong analytical skills and 5 years of relevant experience are crucial for success in this dynamic position.

Benefits

Flexible group insurance

Competitive pension plan

Stock purchase plan

Wellness/personal development days

Telemedicine support

Employee assistance program

Ergonomic furniture program

Performance bonus

Qualifications

• 5 years of experience as a journey analyst or business analyst in a business context.
• Understanding of the Wealth Management industry and regulatory environment.
• Passion for client and advisor experience.

Responsibilities

• Partner with journey owners and product owners to translate business concepts into technical language.
• Support journey owners in defining and documenting optimized journeys.
• Create acceptance criteria for stories.

Skills

Strategic thinking

Stakeholder engagement

Analytical abilities

Facilitation skills

Negotiation skills

Coordination skills

Education

Degree in Business or Marketing

Job description

Job Description

Build the future with us

Are you driven by digital transformation and eager to contribute to the purpose of a company that helps its clients feel confident and secure about their future? As a Senior Journey Analyst at iA Private Wealth, you will play a key role in shaping and optimizing client and advisor journeys, supporting the firm’s industry‑changing digital strategy. You’ll help deliver a seamless digital experience, integrate touchpoints and channels, improve operational efficiency, and attract the next generation of clients, advisors, and employees with flexible engagement options.

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 Senior Journey Analyst, you’ll be at the core of our mission. Here are the main responsibilities:

• Partner with journey owners and product owners to translate business concepts into clear technical language

• Support journey owners in defining and documenting optimized journeys

• Organize and facilitate program increment (PI) planning sessions

• Help define value measures for epics and acceptance criteria for stories

• Collaborate with IT delivery teams to enable accurate delivery estimates and team commitments

• Work ahead of delivery teams to define optimized journeys for upcoming iterations of epics and features

• Create acceptance criteria in formats that support Acceptance Test Driven Development

• Provide discipline, rigor, and business context to requirements definition and validation processes

• Negotiate effectively with business stakeholders and technology partners to balance needs with development costs

• Facilitate delivery teams to achieve incremental business value

• Decompose business needs into epics, features, and stories for incremental delivery

• Visualize business needs and requirements as journey maps and artifacts

• Collaborate with key stakeholders to complete required documentation

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strategic thinking and ability to articulate journey vision

• Stands out for their strong stakeholder engagement and communication skills

• Demonstrates excellent analytical and visualization abilities for business needs

• Is recognized for their facilitation and negotiation skills in complex environments

• Has 5 years of experience as a journey analyst or business analyst in a business context

• Understands the Wealth Management industry and regulatory environment

• Has a passion for client and advisor experience, with proven achievements

• Possesses strong coordination skills across multiple stakeholders and departments

• Holds a degree in Business or Marketing

Why you’ll love working with us

• A work environment where learning and development merge 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 environment, supported by flexibility and access to inspiring and innovative workspaces

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s): Toronto, Ontario

Other Possible Location(s): Montreal, Quebec

Company: iA Private Wealth Inc.

Posting End Date: 2025-12-22

Company Overview

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.

* iA Financial group includes of 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.