Senior Process Journey Owner

iA Financial Group; Montreal; Hybrid; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus, discounts on iA

Job summary

iA Financial Group is seeking a Senior Process Journey Owner to lead the evolution of advisor and client journeys, driving efficiency, quality, and customer-centric digital experiences. You will collaborate with Journey Owners, Process Engineers, Product Owners, and business and tech stakeholders to assess processes, identify improvements, and deliver transformative changes.

You will guide end-to-end delivery through planning, governance, and testing, while building relationships with executives

Qualifications

• Has at least 10 years of experience in digital strategy, journey ownership, process improvement, and complex business transformations.
• Holds a degree in Business, Marketing, or related field; MBA and professional certifications are assets.
• Demonstrates knowledge of wealth management trends, technologies, and regulatory environment.

Responsibilities

• Establish the process journey vision, strategy, and integration model across advisors and head office teams to achieve target business outcomes and deliver best-in-class digital experiences.
• Translate business goals into strategic opportunities and develop an MVP-centered roadmap with short-, medium-, and long-term objectives in collaboration with Product Owners and key stakeholders.
• Develop business cases, define and measure objectives and results, and manage journey metrics, revenues, costs, total cost of ownership, performance, and ROI.
• Represent the voice of clients and advisors by leading qualitative and quantitative research, journey mapping, customer listening, journey analytics, market intelligence, and performance measurement.
• Lead journey and process design activities, including design thinking, ideation, prototyping, testing, iteration, and documentation.

Skills

Digital strategy

Journey ownership

Process improvement

Agile

Education

MBA

Business degree

Job description

Job Description Build the future with us

Are you driven by digital transformation and eager to improve the experiences of advisors and clients? As a Senior Process Journey Owner, you will lead the evolution of business processes to increase efficiency, productivity, and quality across the advisor and client journeys at iA Private Wealth. Working closely with Journey Owners, Process Engineers, Product Owners, and business and technology stakeholders, you will assess existing processes, identify improvement opportunities, and deliver changes that advance operational excellence. You will also help integrate digital and artificial intelligence touchpoints to create seamless, customer-centric experiences. This is an opportunity to lead complex transformations, influence senior stakeholders, and shape the future of wealth management within a caring and trustworthy company where collaboration, innovation, and professional development are valued.

What you’ll accomplish with us

As a Senior Process Journey Owner, you’ll be at the core of our mission.

Here are the main responsibilities:

• Establish the process journey vision, strategy, and integration model across advisors and head office teams to achieve target business outcomes and deliver best-in-class digital experiences.
• Translate business goals into strategic opportunities and develop an MVP-centred roadmap with short-, medium-, and long-term objectives in collaboration with Product Owners and key stakeholders.
• Develop business cases, define and measure objectives and key results, and manage journey metrics, revenues, costs, total cost of ownership, performance, and return on investment.
• Represent the voice of clients and advisors by leading qualitative and quantitative research, journey mapping, customer-listening initiatives, journey analytics, market intelligence, and performance measurement.
• Lead journey and process design activities, including design thinking, ideation, prototyping, testing, iteration, process optimisation, documentation, and the ongoing evolution of target experiences.
• Lead multiple large, complex, and multi-year business transformation initiatives, defining and prioritising EPICs and Features, coordinating cross-functional delivery, and representing the business throughout development and user acceptance testing.
• Orchestrate end-to-end delivery through Program Increment Planning, iteration reviews, system demonstrations, risk management, governance reporting, and compliance with applicable legal, regulatory, and internal policy requirements.
• Build and manage relationships with executives, advisors, internal teams, technology companies, service providers, and third-party partners while leading stakeholder communications, change management, adoption, training, and organisational readiness.

What could accelerate your success in this role

We’re looking for someone who:

• Has at least 10 years of relevant experience in digital strategy, journey ownership, process improvement, and the delivery of complex business transformation initiatives.
• Holds a degree in Business, Marketing, or a related field; an MBA and professional certifications such as Lean Six Sigma, Certified Process Professional, or Certified Business Process Professional are considered assets.
• Demonstrates strong knowledge of wealth management industry trends, investment solutions, emerging technologies, and the regulatory environment.
• Has experience working in Agile environments, participating in Agile ceremonies, managing EPICs and Features, tracking team-level metrics, removing blockers, and coordinating business and technology capabilities.
• Brings P&L and financial management experience, with a demonstrated ability to build business cases and drive profitable adoption, growth, operational performance, and return on investment.
• Excels at strategic planning, stakeholder coordination, change management, problem-solving, and managing multiple priorities and deadlines in a fast-paced environment.
• Communicates complex ideas clearly and persuasively, builds productive relationships at all organisational levels, and effectively influences senior executives, vendors, consultants, and cross-functional partners.
• Has an advanced level of English proficiency, as the role involves leading meetings, presenting recommendations, preparing documentation, and collaborating with English-speaking colleagues and internal partners across Canada on a frequent basis.
• Excellent French communication skills, both oral and written, are also an asset.

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 $110,000 and $140,000 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.

Location(s) Montreal / 1981 McGill College Avenue Other Possible Location(s) Toronto / 26 Wellington Street East

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.

Technology and Artificial Intelligence in Recruitment

To optimise and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorised individuals within the organization. For more information, please refer to our Privacy Notice.

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. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

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