Strategic Advisor, Client Growth

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 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.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us
As a Strategic Advisor, Client Growth, you’ll be at the core of our mission. Here are the main responsibilities:

• 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
We’re looking for someone who:

• Is known for their analytical capabilities (financial, market, and business data), along with the ability to structure complex issues, develop clear diagnostics, and formulate actionable recommendations.
• Stands out for their ability to perform in highly complex, cross-functional environments, while demonstrating strong organizational, prioritization, and issue management skills.
• Demonstrates strong ability to communicate with senior stakeholders, simplify complex concepts, and deliver impactful presentations and strategic documentation.
• Is recognized for their results- and value-driven mindset, knowledge of the insurance and wealth management sectors, and the ability to influence and mobilize stakeholders.
• Has a minimum of 10 years of experience in strategy, consulting, or business development.
• Holds 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!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

iA Financial Group

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.

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.