Senior Business Implementation Consultant

7 days ago

Old Toronto, Canada iA Financial Group Full time
h3>Senior Business Implementation Consultant
  • Employer: iA Private Wealth Inc.
  • Office: 26 Wellington Street East
  • Job category: Customer Service and Administrative Support

As a Senior Business Implementation Consultant at iA Private Wealth (iAPW), you will play an integral role in ensuring that key projects and initiatives are successful by creating and executing on a business implementation plan from end to end focusing on: preparing business implementation governance, assessing the impact of projects on key stakeholders, managing risks, developing key messages, communications, and resources, as well as ensuring key adoption metrics are achieved.

Your Day to Day

  • Create business implementation plans with a strong governance framework and apply a structured methodology for all activities.
  • Collaborate with the Journey Owners, Project Managers, and the management team to understand the impact of business process and the change to key stakeholders including but not limited to advisors, assistants, clients, and employees.
  • Drive strategies and implementation plans that increase benefit realization and value creation.
  • Identify, analyze, communicate, and develop risk mitigation tactics for stakeholders.
  • Develop key messages and content to be delivered to various stakeholders.
  • Gather feedback from advisors, assistants, and internal teams throughout the life stages of initiatives and analyze the feedback to provide key information to the project teams and management.
  • Develop presentations and support resources for executives, regional leaders, and partners to leverage to communicate to stakeholders and monitor and analyze the effectiveness of the support materials.
  • Partner with Marketing to develop support materials such as videos.
  • Execute support material for head office teams.
  • Define and measure success metrics and monitor the business implementation plan and timeline to ensure a successful implementation and ongoing adoption metrics are achieved.
  • Maintain the highest level of customer service and professionalism.
  • Develop and maintain relationships with support teams leaders and internal partners by communicating effectively and fostering teamwork.

What You Have

  • Minimum 10 years of experience in the financial service industry, with a strong advisor and client experience focus.
  • Proven experience working in business implementation or project management ideally with a retail full-service brokerage.
  • Experience with project management best practices, tools, and phases of the project lifecycle.
  • Advanced knowledge of French and English due to creating and presenting project materials to clients and stakeholders on a daily basis.

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