Senior Process Journey Owner

iA Financial Group (Industrial Alliance); Montreal; Hybrid; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus, product discounts

Job summary

iA Financial Group (Industrial Alliance) in Canada seeks a Senior Process Journey Owner to lead the evolution of advisor and client journeys, driving efficiency, quality, and seamless digital experiences. You will collaborate with Product Owners, journey engineers, and senior stakeholders to shape the transformation roadmap and measure impact across the wealth management ecosystem.

The role emphasizes change management, governance, and bold adoption of AI-enabled touchpoints to enhance customer

Qualifications

• At least 10 years of experience in digital strategy, journey ownership, and complex transformations.
• Degree in Business, Marketing, or related field; MBA considered asset.
• Knowledge of wealth management trends, investment solutions, and regulatory landscape.
• Experience in Agile environments, managing EPICs/Features and cross-functional delivery.
• P&L and financial management experience with ability to build business cases.
• Strategic planning, stakeholder coordination, change management, and prioritization.
• Strong English communication; French is an asset.

Responsibilities

• Establish the process journey vision and integration model across advisors and head office teams.
• Translate goals into opportunities and develop an MVP-centered roadmap with stakeholders.
• Develop business cases, measure objectives, and manage journey metrics and ROI.
• Represent clients and advisors with research, journey mapping, and market intelligence.
• Lead journey and process design, including design thinking, prototyping, and testing.
• Oversee large multi-year transformation initiatives and cross-functional delivery.
• Coordinate program planning, reviews, risk management, governance, and compliance.
• Build relationships with executives and partners, leading change management and training.

Skills

Digital strategy

Journey ownership

Process improvement

Agile methodologies

P&L management

English proficiency

French language

Education

MBA

Bachelor's degree in Business

Job description

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-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 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 optimization, documentation, and the ongoing evolution of target experiences.
• Lead multiple large, complex, and multi-year business transformation initiatives, defining and prioritizing 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 organizational 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 organizational 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.