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Montréal, Québec, Canada
Hybrid
Are you driven by AI 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 AI Enablement Specialist, you will play a key role in delivering, supporting and driving the adoption of artificial intelligence tools across iA Private Wealth and Richardson Wealth
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.
The incumbent will work very closely with advisor teams, head office departments, business implementation partners and vendors to turn prioritized use cases into working solutions, and to build the practical skills required to use them well within a regulated wealth management environment. This is a hands-on builder and educator role, executing against the AI experience strategy and roadmap owned by the Senior AI Journey Owner, and measured on adoption, business value delivered, and the firm's readiness for the AI capabilities being introduced into the platforms we use.
What you’ll accomplish with us
As an AI Enablement Specialist you’ll be at the core of our mission.
Here are the main responsibilities:
Interview advisor teams and head office staff to understand how they work, and shape solutions that fit their day-to-day workflow
Define how dealer-provided AI coexists with the other AI tools in the advisor ecosystem, so capabilities complement each other
Build & Deliver
Maintain the AI use case backlog, apply a prioritization framework to evaluate each request, and build the prioritized use cases into working agents and solutions for advisor practices and head office teams
Automate end-to-end workflows with AI, connecting the systems and handoffs so manual steps are removed
Design for cost efficiency, choosing the right model, keeping prompts and context token-efficient, and lowering cost per task
Define and maintain the path from approved to delivered, including build standards, testing and handoff, so delivery is consistent and repeatable
Run user acceptance testing before rollout, and adjust solutions based on what testing shows
Partnering with the Training Team, design and deliver practical training for advisors and head office staff at both firms, from getting started through advanced use
Recruit, support and grow a network of AI champions across head office departments who help colleagues adopt these tools
Provide training content, demonstrations and subject matter expertise to support rollouts led by the Business Implementation Team
Support solutions after launch, acting as the point of escalation for issues and improving them based on how people use them
Apply firm policy on data handling, privacy, records and supervision to every solution built
Partner with compliance, risk and legal to complete Privacy Impact Assessment before solution is live
Track usage, time saved, run cost and the business outcome behind each solution delivered, and report results to management and stakeholders
Work with AI vendors and platform providers to test new and preview capabilities, feed the firm's needs back into their roadmaps, and resolve issues affecting our users
Stay current on developments in generative AI and the Canadian regulatory environment, and apply this knowledge to strengthen the firm's AI roadmap
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What could accelerate your success in this role
We’re looking for someone who:
· Has 3 to 5 years or more of combined experience in technology enablement, training, business analysis or solution delivery for business users ideally in the financial industry.
· Is recognized for their interpersonal and influencing skills and builds strong relationships while gaining buy-in from stakeholders at all levels.
· Has hands-on experience building with generative AI, including agents, prompt design and workflow automation, with solutions that real people use rather than demonstrations
· Is known for their ability to bridge business and technology needs and demonstrates the ability to translate complex concepts into clear, actionable solutions.
·Demonstrates excellent communication in English and French for facilitation and presentation skills and can clearly articulate complex ideas and recommendations.
· Stands out for their strong planning , problem-solving , critical thinking and organizational skills with a strong ability to work in a fast-paced environment and manage multiple deadlines and priorities
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!
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.
