Financial Performance Advisor

IA Financial Services; Quebec; Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive benefits package

Employee share purchase plan

Job summary

iA Financial Group is hiring a Financial Performance Advisor to contribute to financial planning, results analysis, and performance monitoring of investment activities. The role focuses on developing decision-support tools and KPIs to guide management decisions and capital allocation.

The position emphasizes strong Excel and Power BI usage, cross-functional collaboration, and a blend of English and French communication in a hybrid work environment. A CPA designation is an asset.

Qualifications

• Bachelor's degree in accounting or finance or equivalent experience.
• CPA designation is an asset and demonstrates professional standards.
• 3–5 years of experience in accounting analysis, FP&A or financial analysis.
• Strong English communication with French collaboration as needed.

Responsibilities

• Contribute to financial planning, forecasts and multi-year projections.
• Monitor performance of investment activities and develop decision-support tools.
• Create and maintain KPIs and dashboards for management oversight.
• Partner with investment teams to interpret results and financial impacts.

Skills

Excel

Power BI

Financial analysis

FP&A

Education

Bachelor's degree in accounting or finance

CPA designation (asset)

Tools

Power BI

Excel

Job description

Build the future with us

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

• 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

• 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!

Location(s): Quebec / 1080, Grande Allee West

Other Possible Location(s): Montreal / 1981 McGill College Avenue

Company: iA Financial Group

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 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 followin