Strategic Advisor, New Business - Growth Hub

  • Employer: iA Financial Group
  • Office: 1080, Grande Allee West
  • Location: Québec, Quebec
  • Other Possible Location(s): Montreal, Quebec
  • Job category: Strategic Planning / Business Expansion - Generalist / Multiple Disciplines
  • Job ID: JR10021445
  • Job type: Permanent Job
  • Apply before: 2024-11-06

Description

Global Client Experience / Permanent position / Québec City or Montréal / Hybrid

As part of the Growth Hub team, the Strategic Advisor, New Business is responsible for leading the planification, development, financial management and execution of new strategic initiatives focused on growth opportunities. This role will be responsible to provide Growth Hub expertise to shape and execute enterprise-wide client growth programs to double our product penetration with our clients. This will be conducted in partnership with business sectors and will require 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 get buy in.
  • Proactively engage with stakeholders to understand business as well as clients' and financial security advisors' needs and provide transparency of roadmap and execution progress.
  • Lead multi-disciplinary meetings that drive forward the execution of key strategic projects and programs.
  • Research and identify business incentives and programs to increase # of product per client that will drive profitable growth and increase client lifetime value.
  • Identify and maintain business rules and processes for leads & opportunities attribution process 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 team.
  • Act as 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 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 with key insights, ideas, and strategies, to peers and senior leadership teams in a clear, compelling, and concise manner
  • Knowledge of 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 project and delivering results.
  • Planning and organizational skills with a strong ability to work in a fast-paced environment and manage multiple deadlines and priorities, ability to manage functional programs independently.
  • Robust presentation, documentation and analysis experience

Job Requirements

  • University degree in Business Administration, Finance or related field, MBA preferred
  • Experience in inancial industry required.
  • 10+ years of strategy, consulting and/or business development experience.

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Company Overview

iA Financial Group is the strength of a company with a human side, with its 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 it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

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