Business Implementation Strategist

1 week ago

Old Toronto, Canada iA Financial Group Full time

Company Overview

iA Financial Group is a leading financial services company in Canada and the United States with over $235 billion in assets.

We have been serving our clients for over 130 years and are committed to innovation and excellence.

Our Commitment to Diversity and Inclusion

We strive to provide a workplace that is inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

About This Opportunity

We are seeking a highly experienced Business Implementation Strategist to join our team. As a key player in our organization, you will play a critical role in ensuring successful business implementations by creating and executing on comprehensive business plans.

The ideal candidate will have a strong background in project management, preferably in the retail full-service brokerage industry, and experience working with stakeholders at all levels.

Key Responsibilities

  • Create and execute comprehensive business implementation plans with a strong governance framework and structured methodology.
  • Collaborate with Journey Owners, Project Managers, and the management team to understand the impact of business process changes on key stakeholders.
  • Develop 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 Need to Succeed

  • 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.

Estimated Salary Range: $120,000 - $160,000 per year

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