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The Strategy & Planning Specialist is a high-impact individual contributor embedded within PCA's Strategy & Planning function. This role serves as the analytical and strategic backbone for the channel, synthesizing insights from across the organization to support executive decision-making on PCA's growth, profitability, and client experience agenda.

A critical dimension of this role is its partnership model. Rather than owning performance management directly, the Specialist works in close collaboration with PCA's Performance Management function as well as key enterprise partners in data analytics, finance, product, pricing, and underwriting to ensure strategic plans are grounded in rigorous data and commercially sound assumptions. The Specialist connects these inputs into cohesive channel strategy and translates them into executive-grade communications and roadmaps.

This role requires an unusual blend of quantitative literacy, strategic thinking, and relationship-building—someone who can navigate a complex partner ecosystem, extract the right insight from the right team, and synthesize it all into a clear, compelling, and actionable strategic picture for PCA's leadership.

• Lead the ongoing development and refinement of PCA's channel end-to-end strategy, covering growth, retention, client experience, and bank reciprocal value generation
• Manage and evolve the 24-month rolling execution roadmap, ensuring strategic priorities are sequenced, owned, and tracked against milestones
• Support the annual planning cycle including strategic refresh, initiative prioritization, capacity planning, and budget alignment
• Conduct strategic assessments across PCA's six functional areas: new business, account management, appraisal services, employee enablement, strategy & planning, and performance & operational excellence
• Model and evaluate go-to-market scenarios including AMG integration pathways, affinity channel expansion, and new client segment acquisition strategies

• Serve as the primary strategy liaison to PCA's core enterprise partners—data analytics, finance, product, pricing, and underwriting—ensuring their insights are integrated into PCA's strategic plans and business cases
• Work closely with the Performance Management function to align on channel KPIs, interpret performance variances, and ensure strategic recommendations are grounded in current channel performance data
• Partner with data analytics to access, validate, and synthesize the quantitative inputs required for strategic modelling, segmentation analysis, and initiative impact projections
• Engage finance and underwriting partners to stress-test assumptions in business cases, validate GWP projections, and ensure COR and profitability implications are accurately modelled
• Collaborate with product and pricing teams to incorporate market signals, competitive intelligence, and portfolio dynamics into PCA's strategic planning cycle
• Build and maintain trusted working relationships across partner functions, operating with credibility and influence in environments where formal authority is limited

• In partnership with the Performance Management team, interpret trends in GWP, COR, NIAT, LEI, RRC, client retention, and LEI to surface strategic risks and opportunities
• Develop and deliver strategic narratives that translate performance data into actionable channel-level recommendations for senior leadership
• Conduct competitive intelligence and market research relevant to the HNW personal lines segment in Canada
• Support the design and maintenance of PCA's north star metrics framework in collaboration with Performance Management and data analytics partners
• Maintain PCA's prioritization matrix, ensuring initiatives are evaluated against profitability impact, strategic fit, feasibility, and timeline

• Prepare high-quality materials for senior and executive audiences—strategy reviews, board updates, business case presentations, and QBRs
• Serve as a thought partner to PCA's senior leadership team, proactively identifying strategic risks and emerging opportunities
• Coordinate cross-functional strategic initiatives and ensure alignment with bank-level enterprise priorities
• Support the channel's governance model, including initiative tracking, decision logs, and OKR alignment

• 5–8 years of experience in strategy, business planning, or management consulting, ideally within financial services or insurance
• Demonstrated experience working across multiple functional partners (finance, analytics, product, pricing) to build integrated strategic recommendations
• Strong command of P&C insurance economics including GWP, COR, NIAT, loss ratio, and profitability levers
• Advanced analytical literacy; ability to engage credibly with data analytics and finance teams, interpret model outputs, and translate quantitative findings into strategic narrative
• Exceptional written and verbal communication skills; ability to synthesize complex, multi-source information into compelling executive materials
• Proven ability to influence without direct authority across a complex, matrixed partner ecosystem
• Undergraduate degree in Business, Finance, Economics, or a related field

• Experience in high-net-worth or affluent client segments within personal lines property and casualty insurance
• Familiarity with bank-owned insurance distribution models and affinity channel dynamics
• Knowledge of AMG structures and integration strategy within bancassurance environments
• MBA or professional designation (CIP, FCIP, CFA, or equivalent)
• Experience working within a subsidiary of a major Canadian bank or financial institution

Language Requirement (Quebec only):