Senior Advisor, Financial Performance

Build the future with us

Are you driven by financial performance, optimization, and value creation within the individual insurance sector, and looking to contribute to an organization whose purpose is to help its clients feel confident and secure about their future? As a Senior Advisor in Financial Performance, you will play a key role by acting as a business partner to the assigned Vice Presidency, actively contributing to decision-making, optimizing financial performance, and creating sustainable value in the context of constantly evolving business models, management practices, and analytical tools.

This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. At the heart of the Individual sector’s activities, you will join a team recognized for its expertise, the quality of its support, and its credibility with business partners. You will hold a high-value role, directly connected to management decisions, in an environment where people and their development are top priorities, fostering collaboration and innovation.

What you’ll accomplish with us
As a Senior Advisor in Financial Performance, you will be at the core of our mission. Your main responsibilities will include:

• Acting as a trusted financial performance advisor and business partner to managers and the Vice Presidency, developing a deep understanding of business, operational, and strategic issues, and providing clear recommendations to support decision-making.

• Supporting managers in defining financial objectives, monitoring performance, and analyzing variances, while ensuring alignment with strategic directions.

• Managing the full budgeting cycle for the Vice Presidency (budget, forecasts, monitoring, and variance analysis) with rigor and accuracy.

• Producing, analyzing, interpreting, and simplifying financial and management information to enable informed decision-making.

• Conducting in-depth financial analyses (profitability, costs, financial scenarios, sensitivity analyses, financial impacts) and developing relevant performance indicators (unit cost, profitability, efficiency).

• Actively contributing to strategic and transformational initiatives, including profitability analyses, preparation of business cases (Strategic Business Cases – SBC), and tracking of costs, benefits, and efficiency gains.

• Participating in the evolution and optimization of processes, work methods, analytical tools, and management reporting with a continuous improvement mindset.

• Performing validations, controls, and complex financial or accounting analyses while ensuring the quality, reliability, and consistency of financial information.

• Acting as a subject matter expert within the team, including mentoring and supporting more junior team members.

What could accelerate your success in this role
We’re looking for someone who:

• Is recognized for their ability to act as a senior advisor and business partner to managers, with a strong understanding of financial and operational issues and excellent interpersonal and influencing skills

• Stands out for their strong analytical abilities, capacity to synthesize and simplify complex financial concepts, and proficiency with analytical tools (advanced Excel, BI tools)

• Demonstrates strong leadership, autonomy, initiative, and a proactive, solution-oriented mindset focused on value creation

• Is known for their rigor, professionalism, and technical expertise in financial performance, financial analysis, and financial planning & analysis (FP&A)

• Has 7 to 10 years of relevant experience in financial performance, financial analysis, FP&A, or business partnering, along with a bachelor’s degree in accounting, finance, or a related field and a recognized accounting designation (CPA)

• Has an advanced level of English and French, as the role involves collaborating daily with and supporting managers across Canada on financial performance matters

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!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might 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.