Job Description

Advisor, Client and Participant Engagement

Build the future with us

Are you driven by client experience, communications and participant engagement, and looking to contribute to an organization whose mission is to help its clients feel confident and secure about their future?

As an Advisor, Client and Participant Engagement, you will play a key role in implementing and evolving engagement strategies for clients and participants, ensuring the consistency, relevance and effectiveness of initiatives across all touchpoints.

This position is a great opportunity to showcase your strengths in communications, project management and collaboration within an environment where people, innovation and continuous improvement are at the heart of everything we do.

What you’ll accomplish with us

As an Advisor, you will be at the heart of our mission. Your main responsibilities will include:

• Managing a portfolio of clients and participants by identifying their needs, priorities and key moments, and developing structured, measurable engagement plans
• Implementing engagement strategies and initiatives (communications, campaigns, programs) aligned with business priorities and client needs
• Designing, delivering and promoting engagement initiatives (e.g., educational webinars, recurring programs) in collaboration with cross-functional teams
• Ensuring consistency of messaging, content and experience across all platforms and touchpoints
• Contributing to the tracking of performance indicators, analysis of results, and continuous improvement of engagement practices

What will help you succeed in this role

We are looking for someone who:

• Is recognized for strong communication and client engagement skills
• Stands out for their ability to collaborate effectively with multidisciplinary teams
• Demonstrates strong organizational skills and the ability to manage multiple initiatives simultaneously
• Is known for their analytical mindset and continuous improvement approach
• Has approximately 3 years of experience in communications, marketing, client experience or participant engagement
• Has an advanced proficiency in french, both spoken and written

Why you’ll love working with us

• A work environment where learning and development are combined with a shared pursuit of excellence
• A healthy, safe, equitable and inclusive workplace where your potential can truly thrive
• The opportunity to work in a hybrid model, supported by flexibility and inspiring workspaces
• Competitive benefits including flexible group insurance, retirement plan, employee assistance program, telemedicine, performance bonus and more

(For student roles)

• Student benefits: access to internal training, mentorship, involvement in real projects, flexible schedules adapted to studies, and valuable professional experience

Apply now and take the lead in your career—where your talent truly makes a difference!

Not sure if you should apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, don’t hesitate—this could be your place, and we want to get to know you!

#LI-ML2
#LI-hybrid

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company 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.