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Financial advisor Jobs in Longueuil, QC
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Financial advisor • longueuil qc
Advisor, Financial Planning and Analysis (Temporary - 18 months)
PSP InvestmentsMontreal- Promoted
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Fed Finance CanadaMontréal, Quebec, CanadaAdvisor, Financial Planning and Analysis (Temporary - 18 months)
PSP InvestmentsMontreal- Full-time
EXPERIENCE THE EDGE
At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an where diversity is embraced.
ABOUT THE TEAM
Financial Planning & Analysis (FP&A) acts as a financial advisor and business partner to actively support the decision-making process in the organization. The department analyzes complex firm-wide data and develops narratives and visuals to support the “storytelling” and the decision-making process. The team works closely with the business to understand key drivers of financial performance and steer results.
ABOUT YOUR ROLE
As an Advisor, Financial Planning and Analysis, proactively support the team’s various functions, such as recurring and in-depth financial analysis, financial modeling, financial projections, and support the department’s financial digital tools and processes.
More precisely you’ll :
Perform analysis of monthly and quarterly groups results, documenting variances, discerning trends, and comparing against projections and historical data
Create financial analysis presentation to provide quarterly updates to the different groups highlighting main trends and telling the story behind the numbers.
Build robust financial models to support decision making
Support senior management with in-depth analysis of investment related information or departmental expenses as required
Manage the annual budget and multi-year projection for assigned departments, in collaboration with various stakeholders in the organization
Collaborate to the enhancement of our financial projection models, by identifying and leveraging drivers between groups and cost types, as well as investment strategies
Support the department’s financial digital tools and processes, driving further modernization and automation in line with the departments and PSP objectives
Improve the financial planning tool and recommend optimization to improve operations efficiency and data quality
WHAT YOU’LL NEED
Bachelor’s degree in Finance, Accounting, Engineering or Computer Science
Master in Business Administration, CFA and / or accounting designation, an asset
Minimum of seven (7) years of experience, preferably for a large organization, preferably in the financial industry and / or asset management
Experience and strong knowledge of IBM Planning Analytics solutions (or similar EPM applications), including coding, building cubes / models, TI processes, access and security rules, etc an asset
Expertise in financial modelling and data analytics, and ability to navigate through complex set of information
Excellent knowledge of Microsoft Office (in particular Excel, PowerPoint and Word)
Knowledge of programming languages (SQL, Python, etc.), an asset
Highly organized and multitasking skills
Ability to navigate a fast-paced environment with a high level of autonomy
Effective communications skills and ability to relate to a diverse group of stakeholders
Rigorous, strong attention to detail and sense of accuracy
Proficiency in English and French (or willingness to learn) (
We offer a tailored employee experience and competitive total rewards and benefits package
- designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to :
Investment in career development
Comprehensive group insurance plans
Competitive pension plans
Unlimited access to virtual healthcare services and wellness programs
Gender-inclusive paid family leave policy : up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
A hybrid work model with a mix of in-office and remote days
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