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iA Financial Group (Industrial Alliance)
Strategic Advisor, Client GrowthiA Financial Group (Industrial Alliance) • Quebec, Capitale-Nationale, Canada
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Strategic Advisor, Client Growth

Strategic Advisor, Client Growth

iA Financial Group (Industrial Alliance) • Quebec, Capitale-Nationale, Canada
30+ days ago
Job type
  • Full-time
Job description

Build the future with us

Are you driven by the strategic use of data and client growth and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Strategic Advisor, Client Growth, you will play a key role in the development and evolution of client growth strategies aimed at accelerating value creation across the organization, notably through the use of Next Best Action (NBA) approaches to increase product and service adoption, deepen client relationships, and enhance long‑term customer value.

What You’ll Accomplish With Us

  • Develop and evolve data‑driven client growth strategies aimed at sustainably increasing customer lifetime value (CLV), notably through Next Best Action (NBA) approaches.
  • Translate strategic directions into clear objectives, relevant business KPIs, and expected financial outcomes.
  • Establish and enhance measurement frameworks (KPIs) to continuously assess the contribution of initiatives to value creation.
  • Analyze the performance of initiatives and NBA recommendations, derive insights, and recommend strategic adjustments.
  • Leverage client, commercial, and financial data to better understand behaviors, key drivers, and performance gaps.
  • Influence decision‑making by supporting prioritization and investment choices through comparative analyses and strategic scenarios.
  • Collaborate closely with stakeholders to ensure alignment between strategy, metrics, and results, while adopting a proactive approach to challenges and opportunities.

What Could Accelerate Your Success In This Role

  • Known for analytical capabilities (financial, market, and business data), the ability to structure complex issues, develop clear diagnostics, and formulate actionable recommendations.
  • Excel in highly complex, cross‑functional environments, demonstrating strong organizational, prioritization, and issue‑management skills.
  • Communicate effectively with senior stakeholders, simplify complex concepts, and deliver impactful presentations and strategic documentation.
  • Possess a results‑ and value‑driven mindset, knowledge of the insurance and wealth management sectors, and the ability to influence and mobilize stakeholders.
  • Have a minimum of 10 years of experience in strategy, consulting, or business development.
  • Hold a university degree in business administration, finance, or a related field (MBA considered an asset).
  • Advanced proficiency in French and English is required, as the incumbent will communicate daily via email and calls with English‑speaking clients and partners across Canada.

Why you’ll love working with us

  • A work environment where learning and development merge with a collective pursuit of excellence.
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
  • The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
  • Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more.

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Strategic Advisor, Client Growth • Quebec, Capitale-Nationale, Canada

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