Job Description AI Enablement Specialist Build the future with us 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: Discover & Design 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 Adoption & Support 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 Risk & Compliance 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 Measure & Evolve 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 ______________________________________________________________________________ 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