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.What you'll accomplish with usAs a Financial Performance Advisor, you'll be at the core of the Investments sector's mission. 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;* Demonstrates strong proficiency in Excel and basic knowledge of Power BI;* 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;* AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;* Competitive Advantages* Flexible group insurance plans;* Competitive retirement savings plan;* Vacation program, wellness days, and personal development days;* Employee and Family Assistance Program (EFAP);* Ergonomic furniture program;* Performance bonus;* 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. Technology and Artificial Intelligence in Recruitment**To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence.

📌 Financial Planning and Performance Consultant (Montreal)
🏢 iA Financial Group
📍 Montreal