Investments Financial Advisor

Position: Investments Financial Advisor Role
Location: Quebec

Transform data into strategic insights as a Financial Performance Advisor at iA in the Investments sector. This unique hybrid role emphasizes financial analysis and performance monitoring.

In this position, you will utilize your analytical and business skills to enhance financial visibility and support decision-making through value-added analyses. Your responsibilities will include optimizing management dashboards, participating in budgeting, and contributing to financial forecasting while collaborating with Investments teams.

Key Responsibilities:

• Optimize management reports using Power BI and Excel

• Participate in financial forecasting and variance identification

• Develop and monitor key performance indicators

• Support financial statement preparation and analysis

• Contribute to continuous improvement of financial processes

Requirements:

• Bachelor’s degree in related financial field

• At least three years in accounting or financial analysis

• Strong Excel and Power BI proficiency

• Advanced French proficiency for team collaboration

• CPA designation or in progress is an asset

Bring your data intelligence and strategic insights to iA's Investments team to drive impactful decisions.
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