User Experience Advisor – UX Research

Reposted 5 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Senior level
Fintech • Insurance • Payments • Financial Services
The Role
Lead and evolve a structured UX research practice for advisor-facing digital tools. Plan, recruit, run and analyze qualitative and quantitative studies, synthesize insights into personas, journeys, and recommendations, and collaborate with designers and stakeholders to integrate research into product design and strategy.
Summary Generated by Built In
Job Description

Build Your Future With Us

Are you passionate about advisor and customer experience, and eager to contribute to iA Financial Group’s ambition of becoming the financial services leader that best combines human and digital experiences? This is your opportunity to achieve your career goals!


As a User Experience Advisor – UX Research, you will leverage your passion for UX research and design to help shape the digital tools used by insurance and savings advisors, enhancing the user experience while supporting business performance. In this cross-functional role, you will collaborate with and influence multiple teams across the Individual Insurance, Savings and Retirement business line.

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What You Will Accomplish With Us

As a User Experience Advisor – UX Research, you will play a key role in defining digital experiences while supporting the implementation and evolution of user research practices within the Individual Insurance, Savings and Retirement Advisor and Customer Experience Strategy team. Your main responsibilities will include:

  • Establishing, managing, and evolving a structured user research practice, including participant recruitment, planning, facilitation, analysis, and recommendations.
  • Supporting stakeholders in defining research needs and objectives, in close collaboration with UX designers, digital experience strategists and advisors, and business teams.
  • Planning and conducting generative (discovery) research and evaluative research to validate concepts and solutions through UX testing.
  • Applying a variety of research methods, including user interviews, usability testing, surveys, card sorting, tree testing, A/B testing and experimentation, field observation, focus groups, and more.
  • Analyzing qualitative and quantitative data, synthesizing findings, and providing clear, actionable recommendations.
  • Communicating research findings to influence decision-making and guide design strategies.
  • Contributing to the implementation, maintenance, and monitoring of web analytics dashboards.
  • Helping build and maintain a user knowledge repository, including insights, personas, journey maps, and key learnings.
  • Contributing to the adoption of emerging trends, best practices, and tools related to user research and user experience (UX).
  • Supporting UX design activities, including ideation workshops, user journey mapping, low-fidelity wireframing, prototyping, and more.

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What Could Accelerate Your Success in This Role

We're looking for someone who:

  • Is recognized for their ability to analyze, structure, and synthesize complex data into clear and actionable recommendations.
  • Demonstrates strong expertise in qualitative and quantitative user research methods, including usability testing, semi-structured interviews, card sorting, tree testing, A/B testing, experimentation, field observation, and focus groups.
  • Shows a high level of autonomy in managing end-to-end UX research projects.
  • Is known for strong collaboration skills, positive influence, and the ability to communicate effectively with a variety of stakeholders and multidisciplinary teams.
  • Has a solid understanding of UX design principles, including accessibility, usability heuristics, information architecture, user-centred design, user journeys, prototyping, and usability testing.
  • Demonstrates autonomy, proactivity, and initiative.
  • Has experience using web analytics tools.
  • Possesses a minimum of five (5) years of experience in qualitative and quantitative UX research, ideally in a B2B or B2B2C environment involving digital tools for professionals in financial services, insurance, or other specialized industries (portals, internal tools, transactional platforms, case management solutions, etc.).
  • Has an intermediate level of English proficiency, as the role requires conducting user testing sessions with unilingual English-speaking participants from brokerage networks and agencies several times per week.

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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!

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

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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)Quebec / 1080, Grande Allee West

Other Possible Location(s)Montreal / 1981 McGill College Avenue
Company

iA Financial Group

Posting End Date2026-07-23Company 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 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.

Skills Required

  • Minimum five (5) years of experience in qualitative and quantitative UX research
  • Proven ability to independently lead end-to-end user research initiatives and methods (usability testing, interviews, card sorting, tree testing, A/B testing, field observations, focus groups, experimentation)
  • Experience analyzing, structuring, and synthesizing complex data into actionable insights and recommendations
  • Experience collaborating in multidisciplinary teams with strong communication and stakeholder influence skills
  • Strong understanding of UX design principles including accessibility, heuristics, information architecture, prototyping, and usability testing
  • Knowledge of web analytics tools
  • Experience in B2B or B2B2C environments with digital professional tools (portals, internal tools, transactional platforms)
  • Experience in financial services, particularly insurance or savings
  • Intermediate level of English proficiency to conduct user testing and interact with unilingual English participants regularly
  • Experience with participant recruitment, research planning, facilitation, analysis, and producing actionable recommendations
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The Company
HQ: Quebec
8,690 Employees
Year Founded: 1892

What We Do

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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