Job Description

Build the future with us

The Director, Financial Performance and Development - Investment Sector plays a key role at the interface between finance and investments at iA Global Asset Management (or iAGAM). As a strategic business partner to both sectors, he/she leads the CFO sector's contribution to strategic investment initiatives, playing a key role in achieving the sector's ambitions. He/she ensures the alignment of priorities and financial discipline at iAGMA.

What you will accomplish with us

1. Strategic projects and initiatives

• Participate in the development of a consolidated roadmap for the CFO and Investment sectors, promoting the alignment of initiatives between the two sectors.

• Develop a comprehensive understanding of the plans of both sectors and a common understanding of each initiative: scope, objectives, and deliverables. Promote alignment between the plans of both sectors.

• Assess costs, budgets, risks, efforts, efficiency gains, timelines, and expected benefits at an overall level to support prioritization and recommend actions to optimize return on investment.

• Represent the sector on steering committees for strategic initiatives.

• Identify resource and expertise needs (accounting, taxation, project management, actuarial science, capital, etc.) and mobilize the right people at the right time.

• Monitor and communicate the status of initiatives and the CFO's contribution to projects by developing indicators and monitoring dashboards.

• Coordinate the CFO sector's contribution to Investment Sector projects in collaboration with the Development and Integration team.

• Ensure sponsor satisfaction with the CFO's contribution and develop strategies to improve execution, efficiency, and cross-team collaboration.

2. Investment finance component

• Manage the iAGMA Finance team and work closely with the Chief Financial Officer to ensure the performance and compliance of financial activities.

• Produce clear, decision-oriented financial narratives for senior management in the Investments sector.

• Oversee financial planning and analysis activities (budget, dashboards, management reports, overhead tracking, improvement recommendations).

• Track costs and benefits related to iAGMA's strategic plan and contribute to the assessment of initiative profitability.

• Oversee financial reporting and control processes (billing, accounting, financial statements, regulatory compliance, audit, and taxation).

• Develop financial processes, including task automation and improvement of data, tools, and dashboards.

• Help define and influence the long-term vision of iAGMA's Finance function, in partnership with the Chief Financial Officer, to support the subsidiary's overall strategy.

What we are looking for:

• Bachelor's degree in accounting/finance.

• Professional designation (CPA, CFA, or FICA) with a minimum of 10 years of relevant experience.

• Strong political skills and influential leadership in matrix or multi-team contexts.

• Ability to mobilize and orchestrate different areas of expertise to deliver results.

• Strategic ability: comprehensive understanding of the strategies of the Chief Financial Officer (CFO) and Chief Investment Officer (CIO) and the levers for value creation.

• Ability to connect the issues of the CFO and CIO in a strategic partnership approach.

• Excellent communication skills and ability to produce clear, decision-oriented financial narratives.

• Customer focus and ability to build trusting relationships with senior management.

• Advanced knowledge of English, as the person will be required to present analyses and recommendations to key internal stakeholders in English on a regular basis.

Why you'll love working with us

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

• A healthy, safe, equitable, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid work 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 and personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonuses, discounts on iA products, and more!

Apply now and take control of your career where your talent really counts!

Hesitating to apply?

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

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

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.

iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

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 with your needs.