Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth

Job Description

JOB PURPOSE:

The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team’s business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.

This position is not only responsible for ensuring accurate financial reporting, strategic financial management, operational efficiency, and a deep understanding of technology budgets and KPI management, but also plays a critical role in collaborating with Wealth’s 3 LOB’s in identifying, monitoring, and mitigating financial risks.

As a financial connector and risk strategist, you will play a key role in shaping the company’s strategic direction through insightful performance analysis, reporting, and risk management. By fostering a culture of data analytics and risk awareness, you will contribute to the company’s resilience and adaptability in a dynamic economic landscape. This role reports directly to the EVP, Wealth, with a matrixed reporting line to the VP, Corporate Actuarial Service, and will lead a small, dedicated financial analysis team with a strong focus on risk evaluation and mitigation strategies.

MAIN DUTIES & RESPONSIBILITIES:

Supporting the Wealth Sector:

• Strategic Communication: Direct the narrative for board communications, aligning financial outcomes with the company’s strategic and growth goals.

• Partnership Development: Build strategic relationships with executives to enhance their units via proactive analysis, risk management, and collaborative problem-solving.

• Financial Cohesion: Collaborate with CFOs and Presidents within the Wealth Line of Business to synchronize financial data.

• Metrics Enhancement: Improve reporting on key metrics, such as workforce analysis, to refine resource distribution and facilitate strategic decisions.

• Analysis and Influence: Deliver analyses and projections that guide senior leadership in making strategic, value-driven company decisions.

• Planning Optimization: Refine planning instruments and processes to aid in budgeting, forecasting, and financial outlooks.

• Growth Support: Spearhead process enhancements and provide targeted analyses to bolster Wealth’s expansion.

Supporting EVP, Wealth on Strategic Market Intelligence and Enterprise

Strategy:

• Market Analysis: Offer insights on market dynamics, technological advancements, and competitive landscapes to inform iA Wealth’s strategic positioning.

• Executive Advisory: Engage with top executives to provide counsel on immediate and long-term strategic matters.

• Strategic Leadership: Jointly lead the strategic planning and analysis, offering insights and guiding senior leaders on strategic initiatives and execution plans.

• Relationship Building: Establish robust partnerships with iAFG and iA Wealth leaders to influence decisions and align strategies for revenue and profit growth.

• Organizational Insight: Supply insights for significant shifts in strategy, including mergers and acquisitions.

• Data-Driven Strategies: Utilize data insights to anchor recommendations and strategies.

• Strategy Translation: Convert strategic visions into actionable projects, coordinating with IT for implementation.

• Strategic Contributions: Provide evaluations to support business case development managed by IT.

Support the activities conducted by the CFO corporate teams:

• Facilitate collaboration across different segments of the CFO sector, including the production of financial information, assessment of product profitability, and financial health examination, ensuring synergy with the sector team.

• Provide support to the external auditor or peer review work.

Support the risk management and compliance practices across respective Wealth sectors:

• Facilitate collaboration between different Wealth sectors to ensure integrated and continuous risk management.

• Facilitate collaboration between different Wealth sectors to ensure the use of structured  processes that are consistent with each other and with the Groups’ tools and standards to identify, assess, manage, control, monitor and report on risks and their impact on iA Wealth Management's activities and results;

• Support all sectors to ensure that initiatives and reports are harmonized across all iA Wealth Management's business lines.

• In charge of aggregating risks and their impacts across all iA Wealth Managements’ business line to provide a holistic view and reporting on compliance with risk appetite and tolerance to the EVP of Wealth Management and iA Financial Group’s Chief Risk Officer;

• Promote a culture of sound risk management within iA Wealth Management

Leadership:

• Develop, coach and mentor Financial Analysts

JOB REQUIREMENTS:

Education & Qualifications:

• MBA or bachelor’s degree in business, finance, accounting, or equivalent experience.

• Minimum 15 years of experience in the wealth management industry working with top-tier firms across regulatory bodies, business models and market-leading products & services

Experience:

• Experience in strategic planning and demonstrated consistent, timely and impactful delivery of business solutions through major corporate initiatives

• Project management experience, providing strategic leadership for multiple programs simultaneously in a cross-functional business

• Experience in risk management, compliance and/or governance

• Strong track record in successful business transformation and turnaround

• The aptitude and ability to deal with issues at a high strategy level as well as at a detailed, ‘hands-on’, production level.

• Excellent verbal, written communication skills.

• Strong analytical/ problem-solving skills and an ability to provide clear and concise direction in a positive and effective manner.

• Demonstrated leadership skills with superior ability to make things happen through the use of impact and influence.

• An advanced level of knowledge of the English and French language is required for daily communication (written and oral) with external clients, regulatory bodies and advisors in Canada.

Specific skills & abilities or areas of knowledge:

Specificities:

• Occasional Travel for Business Meetings

• Hybrid working

Location(s)Quebec, Quebec

Other Possible Location(s)Montreal, Quebec, Toronto, Ontario
Company

iA Financial Group

Posting End Date2024-10-29

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.

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.