Financial Performance Advisor

iA Financial Group; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and P

Telemedicine services

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Quebec, Montreal, is seeking a Financial Performance Advisor to drive financial forecasts, budgeting, and KPI-driven decision support within the Investments sector. The role focuses on building dashboards in Power BI and Excel, analyzing results, and informing capital allocation decisions.

Ideal candidates have 3–5 years of accounting/FP&A experience, a strong English/French skill set, and a CPA is an asset.

Qualifications

• 3–5 years of experience in accounting analysis, FP&A, or financial analysis.
• Intermediate level of English, advanced level of French.
• CPA designation or in progress is an asset.

Responsibilities

• Contribute to financial forecasts, multi-year projections, and business scenarios.
• Participate in budgeting, consolidation, and management reporting.
• Develop and monitor KPIs to support management decisions and capital allocation.
• Maintain dashboards and decision-support tools using Power BI and Excel.
• Partner with investment teams on financial performance and impacts of operational decisions.
• Contribute to the evolution of cost models for investment activities.

Skills

Analytical thinking

Communication

Organizational skills

English proficient

Education

Bachelor's degree in accounting/finance

CPA designation (asset)

Tools

Power BI

Excel

Job description

## **Job Description****Build the future with us**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 usAs 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 roleWe'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 Benefits* 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 (EFAP);* Ergonomic furniture program;* Performance bonus;* Discounts on iA products;* And much more!**Apply now and get ahead of your career, where your talent really belongs!**At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!## **Location(s)**Quebec / 1080, Grande Allee West## **Other Possible Location(s)**Montreal / 1981 McGill College Avenue#### **Company**iA Financial Group## **Posting End Date**2026-11-20# **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.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.# **Technology and Artificial Intelligence in Recruitment**To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our .Let us know you're interested!