Financial Performance Advisor in Montréal

Are you driven by financial performance and eager to contribute to the mission of a company that aims to help its clients feel confident and secure about their future? As a Financial Performance Advisor (FP&A), you will play a key role in general expense reporting and forecasting, actively contributing to the production and analysis of financial information within the Financial Planning & Analysis (FP&A) team. In a constantly evolving environment, you will support the quality and reliability of financial monitoring processes while developing a strong understanding of performance drivers and FP&A best practices. This position is a great opportunity to showcase your analytical skills and fully realize your potential within a caring and trustworthy company.

What you’ll accomplish with us

• Ensure financial performance reporting and monitoring by contributing to the development of dashboards, analyzing variances between actuals, budget, and forecasts, and documenting key trends and drivers;
• Ensure the quality and reliability of financial data by maintaining consistency and integrity across deliverables;
• Actively participate in general expense forecasting by updating projections, consolidating data from various sectors, and supporting the analysis of key assumptions and variables;
• Identify and communicate variances, risks, and opportunities to support informed decision‑making;
• Act as a business partner by supporting teams in understanding their financial performance, responding to information requests, and contributing to monthly and quarterly performance reviews;
• Contribute to the continuous improvement of FP&A practices by collaborating with the team, optimizing tools and processes, and developing business knowledge.

What could accelerate your success in this role

• Is known for their rigor and attention to detail, ensuring quality, consistency, and reliability of financial data;
• Stands out for their analytical and synthesis skills, particularly in interpreting financial performance and variances;
• Demonstrates strong proficiency in Excel and reporting tools, along with a solid understanding of financial statements and basic financial analysis concepts;
• Is recognized for their collaborative mindset, effective communication, and proactive attitude, supporting strong business partnerships;
• Has 5 to 7 years of experience in finance, FP&A, accounting, or a related field, with budget and forecasting experience considered an asset;
• Demonstrates the ability to manage multiple deliverables under tight deadlines while maintaining a high level of quality;
• Has an advanced level of English proficiency, as the role involves producing and presenting financial analyses, participating in performance reviews, and supporting planning and forecasting activities with financial stakeholders and business partners, including U.S. entities and Western Canada, 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;
• 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, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, 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 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.

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.