Advisor, Client and Participant Engagement

iA Financial Group•Montreal, QC

3d•Hybrid

About The Position

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

Requirements

Approximately 3 years of experience in communications, marketing, client experience or participant engagement
Advanced proficiency in French, both spoken and written

Nice To Haves

Strong communication and client engagement skills
Ability to collaborate effectively with multidisciplinary teams
Strong organizational skills and the ability to manage multiple initiatives simultaneously
Analytical mindset and continuous improvement approach

Responsibilities

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