Advisor, Financial Performance and Transformation

Are you driven by financial performance, process optimization, and technological innovation—including artificial intelligence—and eager to contribute to an organization whose purpose is to help clients feel confident and secure about their future? As an Advisor, Financial Performance and Transformation, you will play a key role in modernizing the Finance – Investments function and improving our accounting, financial, and operational processes.

This position is a great opportunity to showcase your skills and fully apply your potential within a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

As an Advisor, Financial Performance and Transformation, you will be at the core of our mission. Here are the main responsibilities:

• Contribute to the preparation, analysis and enhancement of monthly, quarterly, and annual financial statements.

• Prepare journal entries, reconciliations, and tax reports with rigor and a high level of quality.

• Support internal teams in processing certain expenses and conducting related financial analyses.

• Analyze existing processes to identify opportunities for automation, standardization, and continuous improvement, including the use of AI.

• Contribute to the integration of AI tools and advanced analytics to improve operational efficiency and strengthen data quality.

• Collaborate on financial transformation initiatives (data flow optimization, automated controls, basic predictive analyses, support for AI-related projects).

• Participate in year‑end audit activities by preparing the required documentation and responding to auditor requests.

• Collaborate closely with internal partners through a solution‑oriented approach.

• Act as a backup resource for certain key tasks as needed.

We are looking for someone who:

• Holds a college diploma or bachelor’s degree in accounting, finance, or any other relevant field.

• Has at least 5 years of experience in accounting analysis, financial analysis, or a related field.

• Is recognized for strong technical abilities with ERP systems, advanced Excel, analytics, automation and/or AI tools.

• Stands out for analytical strength, critical thinking, and natural curiosity for improving processes.

• Demonstrates strong professional judgment, rigor, and the ability to propose innovative ideas.

• Intermediate knowledge of the English language is required, as the person in this role will be expected to communicate and collaborate with English‑speaking partners. They will also be required to work 50% of the time on a specific project that requires English.

Intermediate knowledge of the English language, as the person in this role will be required to communicate and collaborate with English‑speaking partners on a regular basis.

• A work environment where learning and development blend with a collective pursuit of excellence;

• A healthy, safe, equitable, and inclusive workplace where everyone’s potential can be expressed and nurtured freely;

• The possibility of working in a hybrid work environment supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, Competitive pension plan, Employee share purchase plan, Vacation and personal well‑being days, Telemedicine, Employee and family assistance program, Ergonomic equipment program, Performance bonus, Discounts on iA products, and much more!

At iA, we believe in potential and value diverse experiences. If this role inspires you, take a chance and apply—your place may be with us, and we want to get to know you!

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.

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.