Financial Performance Advisor

ia; Quebec; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive retirement plan

Share purchase plan

Vacation and wellness days

Telemedicine services

Employee and family assistance program

Ergonomic furniture program

Performance bonuses

Discounts on iA products

Job summary

iA Financial Group in Quebec is seeking a Financial Performance Advisor to evolve cost allocation, lead planning and budgeting, and deliver actionable management analyses. You will collaborate with business units and leadership to improve FP&A processes, introduce automation, and provide clear financial insights that guide strategic decisions.

The role requires strong analytical skills, autonomy, and a CPA asset, with experience in Excel and financial systems like Oracle/Smart View.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration or related field.
• CPA designation is a strong asset.
• Strong analytical abilities and sound professional judgment.
• Autonomy, attention to detail and strong organizational skills.
• Intermediate English proficiency.
• Advanced Excel skills; experience with Oracle/Smart View or equivalent systems.

Responsibilities

• Evolve, maintain, and govern the cost allocation model.
• Participate in financial planning, forecasting, and budgeting activities.
• Produce and analyze management financial information for leadership teams.
• Support business partners in understanding financial results and cost drivers.
• Conduct complex financial analyses and provide recommendations.
• Develop and enhance tools, dashboards, and performance indicators.
• Contribute to FP&A process and system improvements; support automation and BI initiatives.
• Collaborate with business units to ensure reliable, relevant, and actionable financial information.

Job description

Job Description

Build the Future with Us

Are you driven by financial planning and performance and eager to contribute to an organization whose mission is to help clients feel confident and secure about their future? As a Financial Performance Advisor, you will play a key role in transforming and evolving the organization's financial practices by supporting financial planning, cost allocation, and performance analysis processes.

What You Will Accomplish with Us

• Ensuring the evolution, maintenance, and governance of the organization's cost allocation model;
• Participating in financial planning, forecasting, and budgeting activities;
• Producing and analyzing management financial information for leadership teams;
• Supporting business partners in understanding their financial results and cost drivers;
• Conducting complex financial analyses and providing recommendations to support management decisions;
• Developing and enhancing tools, dashboards, and performance indicators;
• Contributing to the continuous improvement of FP&A processes, systems, and practices;
• Supporting the transformation of the finance function by participating in strategic initiatives and advancing data, automation, and business intelligence practices within FP&A;
• Collaborating closely with business units to ensure financial information is reliable, relevant, and action-oriented.

What Will Help You Succeed in This Role

• Is recognized for strong analytical abilities, sound professional judgment, and critical thinking skills;
• Demonstrates an ability to simplify financial information and positively influence decision-making;
• Stands out through autonomy, attention to detail, and strong organizational skills;
• Holds a bachelor's degree in Accounting, Finance, Business Administration, or a related field;
• Possesses a CPA designation, considered a strong asset;
• Has relevant experience in financial planning, financial analysis, management control, or management accounting;
• Has experience in financial modeling, data analysis, budgeting processes, and financial forecasting;
• Demonstrates advanced proficiency in Excel and knowledge of corporate financial systems such as Oracle, Smart View, or equivalent tools;
• Has an interest in automation, artificial intelligence, and emerging technologies applied to finance;
• Has an intermediate level of English proficiency, as the role involves occasional interactions with English-speaking internal partners.

Why You'll Love Working with Us

A work environment where learning and development go hand in hand with a shared pursuit of excellence; A healthy, safe, equitable, and inclusive workplace where everyone's potential can thrive; The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces; Competitive benefits, including flexible group insurance, a competitive retirement plan, a share purchase plan, vacation and wellness days, personal development opportunities, telemedicine services, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and much more!

• flexible group insurance
• competitive retirement plan
• share purchase plan
• vacation and wellness days
• personal development opportunities
• telemedicine services
• employee and family assistance program
• ergonomic furniture program
• performance bonuses
• discounts on iA products

Location(s)

• Quebec / 1080, Grande Allee West

Other Possible Location(s)

• Montreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date

2026-10-10

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 an