Financial Performance Advisor

Iaawg; Quebec; Hybrid; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible benefits

Retirement plan

Share purchase plan

Wellness days

Telemedicine services

Employee assistance program

Ergonomic furniture program

Performance bonuses

Job summary

iA Financial Group in Canada is seeking a Financial Performance Advisor to strengthen financial planning, cost allocation, and performance analysis capabilities. The role will partner with business units to deliver reliable, actionable financial insights and drive automation initiatives.

The position emphasizes strong analytical skills, CPA asset, and experience in budgeting, forecasting, and financial modeling, with advanced Excel and ERP familiarity.

Qualifications

• Strong analytical abilities and professional judgment.
• Ability to simplify financial information and influence decisions.
• Autonomy, attention to detail, and strong organization required.

Responsibilities

• Maintain and govern the cost allocation model.
• Participate in financial planning, forecasting, and budgeting.
• Produce and analyze management information for leadership teams.
• Support business partners in understanding financial results and drivers.
• Conduct complex analyses and provide actionable recommendations.
• Develop tools, dashboards, and performance indicators.
• Improve FP&A processes, systems and practices.
• Support finance transformation with data, automation, and BI initiatives.

Skills

Analytical skills

Autonomy

Attention to detail

Organizational skills

Education

Bachelor’s degree in Accounting/Finance/Business Admin

CPA designation

Tools

Excel

Oracle

Smart View

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. This position offers an excellent opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

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!

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*

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 and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. 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. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.