Financial Performance Advisor

Industrial Alliance Insurance and Financial Services Inc; Magog; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work environment

Pension plan

Employee stock purchase plan

EFAP

Wellness days

Job summary

iA Financial Group is seeking a Financial Performance Advisor within the Investments sector in Canada. You will contribute to financial planning, performance monitoring, and the development of decision-support tools.

The role emphasizes collaboration, innovation, and professional growth within a caring, trustworthy company while supporting investment activities and cost modeling evolution.

Qualifications

• Bachelor’s degree in accounting or finance required; CPA designation is a strong asset.
• 3–5 years of relevant FP&A or financial analysis experience.
• Intermediate English proficiency and advanced French proficiency required.
• Strong analytical and communication skills with ability to explain complex data.

Responsibilities

• Develop financial forecasts, multi-year projections, and business scenarios.
• Participate in budgeting, consolidation, and management interpretation of results.
• Develop and monitor KPIs to support decisions and capital allocation.
• Maintain dashboards and tools using Power BI and Excel for clarity and value.
• Partner with investment teams on financial performance and impacts of operational decisions.
• Evolve the cost model for investment activities ensuring transparency and accuracy.

Skills

Analytical skills

Excel proficiency

Power BI knowledge

English (intermediate)

Education

Bachelor’s degree in accounting or finance

CPA designation or in progress

Tools

Power BI

Excel

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Business Administration, Finance and Accounting

Are you driven by financial performance, strategic analysis, and the optimization of management processes, and eager to contribute to the purpose of the Investments sector, at the heart of its strategies and profitability?

As a Financial Performance Advisor, you will contribute to financial planning, results analysis, performance monitoring of investment activities, and the development of tools that support informed decision-making.

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.

What you’ll accomplish with us

As a Financial Performance Advisor, you’ll be at the core of the Investments sector’s mission. Here are the main responsibilities:

• Contribute to the development of financial forecasts, multi-year projections, and business scenarios for the Investments sector, identifying risks, opportunities, and performance levers;
• Participate in the budgeting process, including consolidation, analysis of assumptions, and putting results into perspective for management;
• Contribute to the development and monitoring of key performance indicators (KPIs) to support management decisions and capital allocation;
• Maintain dashboards and decision-support tools using Power BI and Excel, with a focus on clarity, relevance, and added value for managers;
• Act as a partner to investment teams on financial performance, interpretation of results, and understanding the financial impacts of operational decisions;
• Contribute to the evolution of the cost model for investment activities, ensuring consistency, transparency, and accuracy of billed costs.

What could accelerate your success in this role

We’re looking for someone who:

• Demonstrates rigor, strong analytical skills, and the ability to communicate complex data clearly;
• Stands out for their organizational skills and ability to manage multiple priorities in a dynamic environment;
• Demonstrates strong proficiency in Excel and basic knowledge of Power BI;
• Is recognized for their professionalism and ability to collaborate with internal partners;
• Holds a bachelor’s degree in accounting, finance, or a related field;
• Holds a CPA designation or is in the process of obtaining one, considered a significant asset;
• Has 3 to 5 years of relevant experience in accounting analysis, FP&A, or financial analysis;
• Has an intermediate level of English proficiency, as the role involves communicating with English-speaking teams and/or consulting documentation in English on a regular basis;
• Has an advanced level of French proficiency, as the role involves working with a French-speaking team, participating in meetings held in French, and communicating with French-speaking colleagues and partners on a regular basis.

Why you’ll love working with us

• 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.
• Competitive retirement savings plan;
• Employee share purchase plan;
• Vacation program, wellness days, and personal development days;
• Employee and Family Assistance Program (EFAP);
• Ergonomic furniture program;
• Performance bonus;
• Discounts on iA products;
• And much more!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.