Strategic Business Implementation Partner

1 week ago

Toronto, Ontario, Canada IA Financial Group Full time

About the Role

Senior Business Implementation Consultant at iA Private Wealth (iAPW), you will play a key role in ensuring successful projects and initiatives by developing and executing a comprehensive business implementation plan. Your focus will be on preparing business implementation governance, assessing project impact on stakeholders, managing risks, communicating with various groups, and measuring adoption metrics.

Your Key Responsibilities

  • Create and implement business implementation plans with a robust governance framework and structured methodology.
  • Collaborate with project teams and management to understand project impact on key stakeholders, including advisors, assistants, clients, and employees.
  • Develop and drive strategies to increase benefit realization and value creation.
  • Identify, analyze, and communicate risk mitigation tactics for stakeholders.
  • Develop compelling messages and content for various stakeholders.
  • Gather feedback from advisors, assistants, and internal teams to inform project teams and management.
  • Effectively communicate complex information to stakeholders through various channels.
  • Influence and impact decision-making across different groups and levels.
  • Develop and deliver presentations and resources to support executives, regional leaders, and partners.
  • Partner with marketing teams to create support materials, such as videos.
  • Develop and execute support materials for head office teams.
  • Define and measure success metrics and monitor business implementation plans and timelines to ensure successful implementation and ongoing adoption.
  • Apply advanced logic to make complex judgments.
  • Identify opportunities to improve processes and efficiency.
  • Maintain exceptional customer service and professionalism.
  • Develop and maintain relationships with support teams, practice management, and training delivery teams.
  • Foster a culture of open communication.
  • Pursue ongoing education and training opportunities.
  • Active participation and contribution to team meetings.

About You

  • Minimum 10 years of experience in the financial services industry, with a strong focus on advisor and client experience.
  • Proven experience in business implementation or project management, ideally in a retail full-service brokerage with a strong understanding of business applications, processes, and tasks.
  • Experience with project management best practices, tools, and phases of the project lifecycle.
  • Exceptional communication skills, both written and verbal.
  • Strong ability to simplify and communicate complex information to stakeholders.
  • Excellent interpersonal skills and ability to deliver presentations to key stakeholders.
  • Expert knowledge of PowerPoint.
  • Advanced knowledge of French and English due to creating and presenting project materials to clients and stakeholders.

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