Strategic Advisor, New Business

2 weeks ago

Quebec, Canada iA Financial Group Full time
Strategic Advisor, New Business - Growth Hub
  • Other Possible Location(s): Montreal, Quebec
  • Job category: Strategic Planning / Business Expansion - Generalist / Multiple Disciplines

As part of the Growth Hub team, the Strategic Advisor, New Business is responsible for leading the planning, development, financial management, and execution of new strategic initiatives focused on growth opportunities. This role will provide Growth Hub expertise to shape and execute enterprise-wide client growth programs to double our product penetration with our clients, in partnership with business sectors, requiring strong collaboration and alignment with leaders across the group.

Responsibilities:

  • Design, scope, and assess strategic initiatives in collaboration with various stakeholders (e.g., product profitability, targeted segments, channels selection, etc.) and gain buy-in.
  • Proactively engage with stakeholders to understand business and clients' needs and provide transparency of roadmap and execution progress.
  • Lead multi-disciplinary meetings that drive the execution of key strategic projects and programs.
  • Research and identify business incentives and programs to increase the number of products per client, driving profitable growth and increasing client lifetime value.
  • Identify and maintain business rules and processes for leads & opportunities attribution for cross-selling initiatives.
  • Oversee referral agreements regarding cross-selling initiatives within the group.
  • Build and maintain strong working relationships with all sales and corporate leaders, including members of senior and executive leadership teams.
  • Act as a key liaison between various departments and functions to deliver and execute strategic initiatives.
  • Provide leadership in proactively addressing gaps, risks, and opportunities for the business in consultation with senior management and other departments.

Personal Attributes & Skills:

  • P&L management experience with a demonstrated history of driving profitable services/program adoption and growth.
  • Strong problem-solving skills: ability to think strategically and critically in developing solutions to complex problems.
  • Solid market and finance analysis and analytical skills.
  • Effectively communicate and influence key insights, ideas, and strategies to peers and senior leadership teams in a clear, compelling, and concise manner.
  • Knowledge of the Insurance and Wealth industry (product offer, distribution channels) with strong leadership skills.
  • Strong experience in working and managing multi-disciplinary teams in executing against major projects and delivering results.
  • Planning and organizational skills with the ability to work in a fast-paced environment and manage multiple deadlines and priorities independently.
  • Robust presentation, documentation, and analysis experience.

Job Requirements:

  • University degree in Business Administration, Finance, or related field; MBA preferred.
  • Experience in the financial industry required.
  • 10+ years of strategy, consulting, and/or business development experience.
Invest in your talent by joining our team

See why so many people choose iA

Company Overview

iA Financial Group is the strength of a company with a human side, with over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 years, we have believed that 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, write to us. Someone from our team will be happy to assist you.

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