About the role

Business process specialist improving knowledge governance, workflows, and operational effectiveness at iA Clarington. Advancing automation, AI enablement, and process improvement for Canadian financial services operations.

Responsibilities

Establish and maintain knowledge management standards, governance practices, documentation frameworks, and operational content within MKB
Ensure information remains accurate, complete, accessible, and aligned with business objectives, policies, and regulatory requirements
Document and maintain operational processes, workflows, controls, procedures, training materials, process guides, job aids, and reference materials
Analyze end-to-end processes to identify inefficiencies, control gaps, operational risks, root causes, and knowledge gaps
Recommend improvements that strengthen scalability, business continuity, client experience, and operational outcomes
Lead process mapping, workflow analysis, future-state design, process reviews, and continuous improvement initiatives
Track opportunities, outcomes, and business benefits
Partner with Operations, Compliance, Technology, Risk, Internal Controls, business leaders, and subject matter experts to facilitate workshops, define solutions, align stakeholders, and support implementation and change adoption
Identify opportunities involving automation, workflow technologies, AI-enabled solutions, self-service capabilities, and digital tools
Assess process and knowledge assets for automation and AI readiness
Provide guidance and coaching on process management, documentation governance, knowledge management, and operational best practices
Evaluate the impacts of business, regulatory, operational, and technology changes

Post-secondary education in Business, Finance, Accounting, Economics, or a related field
Five or more years of experience in business operations, process improvement, business analysis, knowledge management, operational excellence, consulting, or a related discipline
Experience leading or facilitating process improvement initiatives and cross-functional business projects
Experience gathering and structuring information from multiple stakeholders
Strong analytical, critical-thinking, problem-solving, communication, organizational, attention-to-detail, and change-management capabilities
Ability to work independently within a broad mandate, exercise sound judgment, balance competing priorities, and influence stakeholders across multiple business functions without direct authority
Proficiency in Microsoft Office, including advanced Excel, Visio, and PowerPoint
Experience with process-mapping or workflow-documentation tools, SharePoint, knowledge-management platforms, or document repositories
Experience with Power BI, Power Automate, Copilot, workflow-management, or other digital-enablement technologies
Knowledge of Lean, Six Sigma, Business Process Management, operational-excellence methodologies, or equivalent practices is considered an asset

A work environment where learning and development merge with a collective pursuit of excellence
AI is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth
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
Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program
Ergonomic furniture program
Performance bonus
Discounts on iA products