Best practice specialist

iA Financial Group•Montreal, QC

4d•CA$80,276 - CA$115,371•Hybrid

About The Position

Build the future with us Are you driven by continuous improvement of operational processes 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 Best Practice Specialist, you will play a key role in defining, standardizing, and optimizing processes to ensure consistency, quality, efficiency, and regulatory compliance across teams. 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.

Requirements

Is known for their rigor, attention to detail, and strong quality and service orientation, supported by excellent analytical, judgment, and problem-solving skills.
Stands out for their ability to work in complex environments, manage multiple priorities, and demonstrate autonomy, initiative, and proactivity.
Demonstrates strong communication and ability to simplify complex information, along with solid skills in training, knowledge transfer, and documentation writing (policies and procedures).
Is recognized for their expertise in process improvement and best practices, their knowledge of group savings and retirement plans, as well as their ability to influence, collaborate, and drive engagement in a context of transformation and continuous improvement.
Has minimum of 7 years of experience in group savings and retirement (operations, implementation, contracts) or in a comparable operational environment.
Holds a college or university degree in administration, operations, or a related field.
Advanced proficiency in French and English is required, as the incumbent will interact daily, both verbally and in writing, with unilingual English-speaking stakeholders.

Responsibilities

Define, document, maintain, and evolve best practices, procedures, and reference tools for assigned operational sectors.
Analyze existing practices, identify gaps/risks, and recommend improvements focused on efficiency, quality, and client/partner experience.
Lead or support continuous improvement initiatives (standardization, optimization, process redesign) and ensure proper follow-up.
Ensure alignment of practices across regions, teams, and functions by promoting consistent application of standards.
Update procedures based on changes to products and legal/regulatory requirements, and ensure effective knowledge transfer.
Document exceptional (“non-standard”) cases and collaborate with stakeholders to integrate them into continuous improvement efforts.
Act as a point of reference for technical and operational inquiries.