Senior Advisor, Employee Benefits and Retirement (M&A & Integration), HR

Job summary

The Senior Advisor will analyze, recommend, and harmonize benefits and retirement programs during corporate transactions and HR integrations. They will lead the execution of integration activities and collaborate with cross-functional teams to ensure operational stability and strategic alignment.

Job details

Job Description Build the future with us Are you passionate about strategic growth and mergers and acquisitions, and do you want to contribute to the mission of a company that aims to ensure its clients feel confident and secure about their future? As a Senior Advisor, Benefits and Retirement, you will play a key role in analyzing, recommending, and harmonizing benefits and retirement programs during corporate transactions and HR integrations. You’ll be part of the Talent and Culture Vice Presidency—Total Compensation, Technology, and HR Integrations—specifically within the Mergers, Acquisitions, and HR Integrations team, whose activities are central to iA Financial Group’s growth strategy. This position offers a great opportunity to showcase your skills and fully realize your potential within a supportive and reliable company. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation. Key Responsibilities Conduct in-depth analyses of the targeted entities’ benefits and retirement programs, identify discrepancies with iA’s practices, and assess risks (compliance, costs, retention, equity, feasibility) • Produce structured assessments and recommendations to support decision-making in the context of transactions • Develop and compare scenarios for harmonizing programs, recommend appropriate approaches, and define action plans for the transition to the target state • Assess the impacts of the scenarios on employees, managers, costs, and operations • Provide specialized input for cost assessments and collaborate with the modeling team to ensure the accuracy of assumptions and analyses • Contribute to the financial assessment of harmonization impacts and identify factors influencing transition costs and recurring costs • Lead the planning and execution of integration activities related to the rollout of group insurance, retirement, and paid leave programs; support the transition for employees; and contribute to communications and the development of support tools • Identify integration risks and propose mitigation measures, while contributing to post-integration reviews and the stabilization of operations • Collaborate with Global Compensation and the centers of expertise, develop tools and templates for the HR FAI practice, and document lessons learned to foster continuous improvement Job Qualifications We are looking for someone who: • Has at least 5 years of relevant experience in employee benefits and retirement programs, ideally in contexts involving program transformation, harmonization, or integration. • Demonstrates strong analytical skills and is able to transform complex data into clear findings, structured recommendations, and decision-support scenarios. • Is proficient in advanced analytical tools, particularly Excel, and is comfortable with cost modeling and impact assessment. • Is capable of managing multiple projects simultaneously and effectively coordinating the work of various stakeholders in a matrix structure, without direct line authority. • Demonstrates sound judgment, autonomy, and rigor in managing strategic projects involving a high degree of ambiguity and sensitivity. Possesses excellent communication and analytical skills, enabling them to explain complex issues and influence decision-making. • Holds a college degree in a relevant field (actuarial science, mathematics, finance, human resources, or a related field). • Knowledge of Workday is a plus. • Advanced proficiency in English, as the candidate will be required to analyze compensation programs, collaborate on mergers, acquisitions, and integrations, participate in discussions, and support integration activities with English-speaking partners—particularly in the United States—on a regular basis. Why Join the FAI HR Team • To contribute to large-scale projects that shape the future of iA Financial Group. • To play a tangible role in the success of acquisitions and integrations. • To apply your expertise in employee benefits to inform strategic decisions. • To grow in an HR role undergoing transformation, at the heart of complex, high-profile, and value-driven initiatives. • To work in a learning, ambitious, and growing organization. Why You’ll Love Working With Us • A work environment where learning and development go hand in hand 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 work environment, supported by flexibility and access to inspiring and innovative workspaces. • Competitive benefits: Flexible group insurance, competitive retirement plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonuses, discounts on iA products, and more! Apply now and take control of your career—where your talent really counts! Are you hesitating to apply? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—you might just be a great fit for us, and we’d love to get to know you! *For positions posted in Ontario The typical hiring range for this position is between 86 298 $ and 130 157$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. #LI-CQ1 Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East Company iA Financial Group Posting End Date 2026-10-09 Company Overview 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. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion 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.

What you’ll do

The Senior Advisor will analyze, recommend, and harmonize benefits and retirement programs during corporate transactions and HR integrations. They will lead the execution of integration activities and collaborate with cross-functional teams to ensure operational stability and strategic alignment.

Requirements

Candidates must have at least 5 years of experience in employee benefits and retirement programs, with strong analytical and project management skills. A college degree in a relevant field such as actuarial science, finance, or human resources is required, along with advanced proficiency in English.

Benefits

• Flexible group insurance • Competitive retirement plan • Stock purchase plan • Vacation • Wellness days • Personal development days • Telemedicine • Employee and family assistance program • Ergonomic furniture program • Performance bonuses • Discounts on iA products

Listed skills

• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Project management · Preferred
• Workday · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Employee benefits
• Retirement programs
• Mergers and acquisitions
• HR integration
• Data analysis
• Cost modeling
• Project management
• Strategic planning
• Communication
• Analytical skills
• Excel
• Workday
• Risk assessment
• Stakeholder management
• Financial assessment
• Influencing Skills
• Strategic Decision Making
• Influencing Without Authority
• Workday (Software)
• Advanced Analytics
• Planning
• Analytical Skills
• Microsoft Excel
• Mergers And Acquisitions
• Management
• Decision Making
• Continuous Improvement Process
• Cost Estimation Models
• Discounts And Allowances
• English Language
• Finance
• Equities
• Financial Services
• Employee Benefits
• Growth Strategies
• Impact Assessment
• Innovation
• Market Data
• Mathematics
• Operations
• Wealth Management
• Telehealth
• Coordinating
• Mitigation

Job areas

• Human Resources
• Finance & Accounting
• Management & Leadership
• Consulting
• Employee Benefits Advisor
• Corporate Development Analyst
• Management and Organization Analysts
• Financial and Investment Analysts