Financial Optimization Advisor

4 months ago


Montréal, Canada iA Groupe financier iA Financial Group Full time

Talent and Culture sector/Permanent role/Hyrbid or telework_

The mission of the **Talent and Culture (T&C) sector’s** **Strategy, Governance and Performance (SGP) team **is to provide the management team with tools and established guidelines for strategic planning, governance and performance, and to support them in decision-making and aligning with the sector’s mission and vision in order to directly contribute to iA’s strategic ambitions.

**More specifically, you will**:

- Lead the T&C SGP’s accounting practices: recurring tactical operations for financial optimization_
- Lead annual _Run-Maintain-Improve_ (RMI) budget processes:

- Establish fluid monthly budget reviews and ad hoc accountability processes
- Work in concert with the T&C project portfolio manager
- Be the sector’s reference regarding accounting, the budget and general expense monitoring for Canada and the US:

- Establish guidelines specific to T&C and communicate corporate requirements
- Work closely with senior management to analyze overspending and propose solutions to balance the budget
- Develop and implement control procedures that will ensure the accuracy of the business segments’ financial data
- Make the necessary accounting entries in relation to the budget and overheads;
- Analyze and develop different management and accounting reports to support decision-making
- Represent the SGP and/or the T&C sector in committees and work groups:

- Represent the accounting function when strategic plans are developed
- Collaborate positively and effectively with the company's other teams
- Suggest continuous improvement ideas to increase operating efficiency and maintain the sector’s standards
- Be a positive colleague who wants to grow in a learning organization:

- Participate in initiatives outside the accounting field
- Share your experience and knowledge, and learn from your colleagues

**What you will bring to the team**:

- Skills_
- Collaborative leadership
- Continuous improvement mindset
- Keen sense of detail and analysis
- Organization and prioritization skills
- Growth mindset and autonomy
- Interest in understanding and adapting to business needs
- Ability to adapt with flexibility and speed in a constantly evolving environment
- Knowledge_
- Relevant experience in accounting and budget management
- Excellent command of French and English (oral and written) for frequent interaction with internal and external French
- and English-speaking colleagues or partners across Canada and the United States
- Proficiency in Excel
- Oracle ERP Cloud knowledge, an asset

Join a growing organization that cares about its employees’ wellbeing.

li-fl1 #-li-remote

**Company Overview**:
**About**:
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 50,000 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.

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.


  • Financial Advisor

    5 months ago


    Montréal, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial...

  • Compliance Advisor

    5 months ago


    Montréal, Canada iA Groupe financier iA Financial Group Full time

    Are you driven by the challenges related to the compliance of the distribution of financial products and services? Do you want to leverage your analysis skills, advisory service, and your ability to positively influence your business partners? iA Financial Group has a position for you! Our Compliance Department, Distribution Networks at iA, is seeking a...

  • Wealth Advisor

    5 months ago


    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Financial Advisor

    5 months ago


    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Advisor

    5 months ago


    Montréal, Canada National Bank of Canada Full time

    A career as an Advisor at National Bank Financial - Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners. In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a positive...


  • Montréal, Canada iA Groupe financier iA Financial Group Full time

    Are you a proactive and natural leader? Do you have a sharp political acumen and an excellent ability to read complex environments? Do you have solid change management experience in the context of organizational transformation and the proven capacity to work in ambiguous situations? Are you able to guide managers and employees and display the flexibility...


  • Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...


  • Montréal, Canada Fed Finance Canada Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Fed Finance Canada. As a key member of our accounting services team, you will be responsible for:Key Responsibilities:Client Partnership: Collaborate with clients to understand their financial objectives and develop tailored solutions to meet their needs.Financial Advisory: Provide...


  • Montréal, Canada National Bank of Canada Full time

    A career as an advisor in the Finance Practical Systems Evolution team at National Bank means interacting with the Bank's various managers and sectors by offering your expertise in complex files, understanding business issues by identifying the needs of stakeholders, and influencing orientations and policies related to your professional field within your...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    4 months ago


    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, QC, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Chief Advisor

    5 months ago


    Montréal, Canada National Bank of Canada Full time

    A career as a Chief Advisor in the National Bank Planning and Benefits team at National Bank mainly means supporting the financial security advisors of the National Bank Insurance Firm as a specialist in insurance, financial planning and taxation Your job - Contribute to the business development of advisors, by developing their technical, professional and...


  • Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Conseiller en gestion de patrimoine** **Gestion privée Connor, Clark & Lunn Ltée.** **Montréal, QC** Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite, aux investisseurs institutionnels et aux fondations. Doté d’une structure...


  • Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Conseiller en gestion de patrimoine** **Gestion privée Connor, Clark & Lunn Ltée.** **Montréal, QC** Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite, aux investisseurs institutionnels et aux fondations. Doté d’une structure...