Financial Performance Advisor

iA Financial Group (Industrial Alliance)

. Contribute to the development of financial forecasts, multi-year projections, and business scenarios for the Investments sector, identifying risks, opportunities, and performance levers .

Posted 11/4/2026full-timeQuebec City • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and proficiency in financial forecasting, budgeting, and performance analysis. Capable of utilizing Power BI and Excel for data visualization and decision support while collaborating effectively with investment teams.

Highest-signal resume keywords

Financial ForecastingBudgeting ProcessKey Performance Indicators (KPIs)Excel ProficiencyPower BI

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisAccounting AnalysisCost ModelingData InterpretationRisk IdentificationPerformance Lever AnalysisMulti-Year ProjectionsConsolidationBusiness Scenario DevelopmentDashboard Maintenance

Soft Skills

Analytical SkillsCommunication SkillsOrganizational SkillsCollaborationProfessionalism

Tools & Technologies

Power BIExcel

Certifications & Qualifications

CPA DesignationBachelor's Degree in AccountingBachelor's Degree in Finance

Industry Keywords

Investments SectorFinancial PerformanceCapital AllocationOperational DecisionsDynamic Environment

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

Demonstrates rigor, strong analytical skills, and the ability to communicate complex data clearly
Strong organizational skills and ability to manage multiple priorities in a dynamic environment
Strong proficiency in Excel and basic knowledge of Power BI
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
Intermediate level of English proficiency
Advanced level of French proficiency

Benefits

Comp & perks

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
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