Current jobs related to Manager Financial Planning - Toronto - City of Toronto
-
Manager, Financial Planning
4 weeks ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. The primary...
-
Manager, Financial Planning
4 weeks ago
Toronto, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...
-
Toronto, Ontario, Canada Foresters Financial Full timeBusiness Partner RoleThe Business Partner at Foresters Financial will work closely with business stakeholders to deliver value-added management reporting, expense management, budgeting, planning and financial analysis support.This role requires a strong understanding of financial analysis and the ability to coordinate expense budgeting, forecasting and...
-
Financial Planning Specialist
6 days ago
Toronto, Ontario, Canada Foresters Financial Full timeJob OverviewCareer Opportunity at Foresters Financial.">Role TitleSenior Financial Analyst (12-Month Contract)Purpose of roleThis position is responsible for providing value-added management reporting, expense management, budgeting, planning and financial analysis support at an Enterprise level.Key ResponsibilitiesCoordinate expense budgeting, forecasting...
-
Financial Planning Specialist
7 days ago
Toronto, Ontario, Canada Questrade Financial Group Full timeThe Toronto District School Board invites applications for the position of Financial Planning Specialist. This role involves providing financial planning and analysis services to support the achievement of organizational objectives.The ideal candidate will have a strong background in financial planning and analysis, as well as experience with budgeting and...
-
Manager, Financial Planning
3 weeks ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Manager, Financial Planning
4 weeks ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Manager, Financial Planning
2 weeks ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...
-
Financial Planning Executive
2 days ago
Toronto, Ontario, Canada BMO Financial Group Full timeAbout the Role:We are seeking a skilled and experienced Financial Planning Executive to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for providing financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide financial planning and...
-
Manager, Financial Planning
3 weeks ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Financial Analyst, Financial Planning
4 weeks ago
Toronto, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...
-
Financial Planning Expert
2 days ago
Toronto, Ontario, Canada BMO Financial Group Full timeJob Summary:BMO Financial Group is seeking a Market Development Manager to join our team. As a Market Development Manager, you will be responsible for developing and executing business development strategies to drive growth and expansion. You will work closely with internal and external stakeholders to identify opportunities and develop plans to achieve...
-
Financial Planning Expert
7 days ago
Toronto, Ontario, Canada Foresters Financial Services, Inc. Full timeWe are seeking a highly skilled Budgeting and Reporting Specialist to join our team at Foresters Financial Services, Inc. This individual will be responsible for coordinating expense budgeting, forecasting, and presentation of analysis, as well as expense reporting and analysis to support management of direct and fully allocated expenses and expense...
-
Financial Planning Manager
3 weeks ago
Toronto, Canada Dac Group Full timeLocation: Toronto, ON Type: Full Time Leading digital performance marketing agency seeks a Financial Planning Manager Do you have the **enthusiasm** to rise to each challenge, the **excellence** to drive outrageous performance, the **curiosity** to continually expand your knowledge, and the **courage** to propose original solutions to perplexing problems?...
-
Financial Planning Manager
3 days ago
Toronto, Ontario, Canada Ontario Teachers' Pension Plan Full timeAbout the RoleWe are seeking a seasoned Finance professional to join our team as a Financial Planning Manager. In this role, you will play a critical part in building an outstanding financial planning and management reporting function.You will be responsible for maturing quarterly forecast and multi-year enterprise planning processes and methodologies. This...
-
Manager Financial Planning
3 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Financial Planner, Investment Retirement Planning
10 hours ago
Toronto, Canada Educators Financial Group Full timeJob Summary Educators Financial Group is seeking an exceptional Financial Advisor to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families....
-
Financial Planning Manager
17 hours ago
Toronto, Ontario, Canada EQ Bank | Equitable Bank Full timeThe Senior Financial Analyst plays a critical role in supporting the Financial Planning and Reporting team at EQ Bank | Equitable Bank. The successful candidate will be responsible for developing and maintaining financial models, enhancing financial analyses and processes, and performing ad hoc reporting and analysis requests.Key Areas of...
-
Investment Specialist, Financial Planning
3 weeks ago
Toronto, Canada BMO Financial Group Full time1901 Eglinton Avenue West Toronto Ontario,M6E 2J5 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Investment Specialist, Financial Planning
3 weeks ago
Toronto, Canada BMO Financial Group Full time6464-6468 Yonge St, Unit 166 Toronto Ontario,M2M 3X4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

Manager Financial Planning
4 weeks ago
**Job ID**: 51509
**Job Category**:Finance, Accounting & Purchasing
**Division & Section**:Policy, Planning, Finance & Administration, PPF&A Financial Management
**Work Location**:City Hall, 100 QueeN Street West, Toronto, ON.
**Job Type & Duration**:Permanent, Full-time vacancy
**Salary**:$122,305.00 - $163,639.00, TM0031, Wage grade 8.0
**Shift Information**: Monday to Friday, 35 hours per week
**Affiliation**: Non-Union
**Number of Positions Open**: 1
**Posting Period**: 05-Nov-2024 to 19-Nov-2024
**Job Profile**:
Reporting to the Director Financial Management, the Manager Financial Planning leads the Financial Planning team in budget development, financial analysis and reporting for a diverse portfolio of programs within the Infrastructure and Development & Growth service areas. Establishing effective working relationships with partner divisions such as Toronto Water, Solid Waste Management, Transportation Services, Toronto Building and Development Review to name a few, the manager collaborates and supports the City's strategic objective of financial sustainability, through the delivery of effective and efficient financial planning services.
As a seasoned leader, the Manager Financial Planning will inspire, motivate, support and engage a group of dedicated financial planning professionals. Providing leadership and advice, the manager will coach and develop staff performance, foster an environment of continuous improvement, innovation and a commitment to equity and inclusion.
With an emphasis on customer service, and Toronto Public Service (TPS) values, the Manager will guide the financial planning section to support and advance the service area's modernization and continuous improvement priorities with oversight of related business practices, processes and internal controls.
**Major Responsibilities**:
- Develops and implements detailed plans and recommends policies regarding program specific requirements.
- Manages and coordinates the annual operating and capital budget preparation process and analysis for client Divisions within two service areas - Infrastructure Services and Development & Growth Services.
- Provides support to Division heads and their senior staff at formal budget and committee meetings by directing the compilation of key financial and statistical data in anticipation of information requests from the City Manager, Chief Financial Officer and Council members.
- Provides effective assistance to conduct short and long-range planning studies regarding the economic and operational impact of planned or probable changes in the City's scope, structure, functions and finances.
- Effectively leads the analysis and verification of client division costs; identifies quantitative and qualitative factors inherent in the various service levels provided.
- Ensures effective leadership of staff in the preparation of required data, conducting operating trend analysis, setting of objectives and evaluation of performance results.
- Determines goals, objectives, financial, staff resources requirements, and performance indicators/measures for the unit.
- Coordinates the preparation of monthly variance reports for client divisions within Infrastructure Services and Development & Growth Service areas, following corporate templates and directs detailed analysis of expense and revenue variances from budgets and reports on the cause of such variances.
- Manages, motivates and trains unit staff, ensuring effective teamwork, communication, high standards of work quality and organizational performance, continuous learning and encourages innovation in others. Provides effective leadership, management and direction to the unit, schedule staff and assign workload, provides staff training and performance development.
- Participates, leads and/or manages divisional involvement in corporate and/or Council-directed initiatives.
- Oversees the preparation of accurate, timely reports, with an emphasis on standardization. Ensures consistency of budgeting and reporting procedures across client programs and compliance with corporate guidelines.
- Keeps abreast of the City's strategies, priorities, policies and programs, as well as provincial legislation, to ensure alignment of budget design and delivery with strategic objectives and Council priorities.
- Ensures that staff members in the unit are kept up to date to support the financial advisory role with clients.
- Leads the utilization of technology in the development of budgets, forecasts and reporting.
- Assist in the preparation of divisional policies and procedures.
- Leads the evaluation of data ensuring that an appropriate level of reliability for use in budgets and forecasts.
**Key Qualifications**:
- Post-secondary education in financial planning, accounting, business administration or a similar discipline or designation or comparable education and work experience.
- Extensive experience with service delivery, policy development, strategic service p