Financial Planning

4 days ago

Montréal, Canada BNP Paribas Full time

FINANCIAL PLANNING & ANALYSIS ANALYST (JOB NUMBER: FIN-041922-001-ARC)

At BNP Paribas Canada, it is our employees which make the difference... Our 75 nationalities are part of our diversity

Do you like challenges, a structured framework, the prospect of optimizing and innovating? You are known for your originality and want a certain freedom to think while sharing your knowledge and ideas?

**... Come help us contribute to the growth of our Canadian platform**

You will benefit amongst other things from:

- Access to social volunteer and recreational programs, via our many Employee Resource Groups (ERGs)
- Opportunities for career development through active internal mobility and our innovative training program: Canada Academy
- A brand new workspace, flexible, comfortable and easily adaptable to your needs: remote work opportunities, standing desks, innovation lab., open meeting rooms and spaces

**About the Department**

The position is within the Performance Management Pole in the Regional North America platform located in Montreal, under the supervision of the Manager of Performance Management.

**SUMMARY OF THE ROLE**
- The main mission is to support the internal business units of our affiliate partner in their day to day activities, meaning:
- Production of assigned categories of reports - including Financial Reports, Key Process Indicator (KPI) reporting, and Corporate reporting on a regular basis.
- Management the data extraction from the system for different parties
- Support and provide explanation on financials.
- Participate in regular Budget & Forecast activities
- Continuous monitoring of financial reporting environment to identify and assess changes
- Provide an ad-hoc analysis or project support when needed

**MAIN RESPONSIBILITIES**
- Management the information extraction from various systems.
- Perform financial reporting and operations support tasks to the internal business units of our affiliate partner and learn about the business specificities.
- Collect, organize and update financial and non-financial information. Ensure that all controls are in place, figures are reconciled and consistent between them.
- Develop, produce, and maintain of our models/tools in order to optimise the process within a time constraint.
- Prepare, autonomously, the monthly reporting for the internal business units and perform validation checks:

- In line with relevant and applicable instructions and requirements.
- Within the deadlines agreed and accepted with the internal business units of our affiliate partner.
- Perform accuracy validation checks / High-level reviews on reports published on periodic (e.g. monthly, quarterly, etc.) basis, challenge figures and descriptions of variance, ensuring completeness, consistency and accuracy of the information reported.
- Maintain reporting templates, respective of chart of account changes and other updated requirements.
- Be proactive for the budget and forecast preparation by performing environmental system readiness checks, assisting in model development, preparation of budget transfer instructions, and upload of information into the group toolset (Hyperion, OBIEE).

**KEY SKILLS AND QUALIFICATIONS**
- Degree in Accounting, Finance or Economics from a reputable university
- Excellent Excel skills (including pivot tables, macros and most common Excel functions),
- Fluency in MS PowerPoint and ability to present data in an organized visual manner to promote understanding
- Autonomous and capability to work in a diverse team in a context of strict deadline and in an international environment.
- SQL, Power BI knowledge an asset.
- 1 to 5 years of FP&A an asset, preferably within Financial Services Industries.
- Very advanced spoken and written English level mandatory
- Passion and ability to optimise the process.

**About BNP Paribas**

With more than 200,000 employees in 72 countries, the Group serves nearly 32 million individual customers and 850,000 professionals, entrepreneurs, SMEs and large companies. BNP Paribas is a leading bank in the euro zone and a leading international banking player.

Did you know? In 2019, BNP Paribas named World’s Best Bank for Corporate Responsibility 2019

**About BNP Paribas in Canada**

With more than 900 employees, BNP Paribas Canada continues to attract experts from diverse fields as well as ambitious young talent from around the world. We are proud to offer our employees a rewarding and international workplace where they can build their professional careers by honing their skills, meeting challenges and enriching their knowledge of the financial industry.

**A recruitment policy that promotes equality and diversity**:
BNP Paribas is an equal opportunity employer. BNP Paribas recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, and other protected status (Employment Equity Act).

Part of BNP Paribas dedication to diversity, multiculturalism and inclu

  • Investment Specialist

    2 days ago

    Montréal, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 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...

  • Bilingual Wealth Planning Analyst

    16 hours ago

    Montréal, Canada CI Financial Full time

    **ABOUT US** Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk...

  • Financial Planning Analyst

    7 months ago

    Montréal, Canada Manmade Full time

    Manmade is a young yet innovative eCommerce retailer offering high quality essential garments for men. Based in Montreal, Quebec, we design, produce, market, and distribute quality apparel across Canada and soon in the USA as well. We believe in doing things the right way, even if it may be harder - from sourcing fabric, design, cutting and sewing, and...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Financial Planning

    7 months ago

    Montréal, Canada Softlanding Full time

    MSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...

  • IT Financial Planning Analyst

    6 months ago

    Montréal, Canada Ubisoft Full time

    **Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...

  • Financial Planning

    6 months ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are Quality and timeliness of GBIS financial statements;...

  • Financial Planning Consultant

    2 days 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...

  • [Internship] Planning Analyst

    1 month ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Financial Planning Analyst

    3 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **This is not a **Financial Analyst** role but rather a **Retirement & Wealth Planning** role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.** **What is the opportunity?** As an integral part of the Family Office Service (FOS) team, the...

  • Financial Planning and Analysis Manager

    7 months ago

    Montréal, Canada Valsoft and Aspire Operating Group Full time

    **We are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager** **to join our growing team in Montreal!** If you are a results-driven Senior Financial Planning Analyst professional with a strong background in analyzing and guiding financial strategies across various businesses and M&A activities, we...

  • Financial Planning

    7 months ago

    Montréal, Canada MSP Corp Full time

    MSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...

  • Financial Planning Consultant

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Financial Planning Analyst

    7 months ago

    Montréal, Canada Moose Knuckles Canada Full time

    WHAT WE BELIEVE We believe in inclusion, we believe in self-expression, we believe in no judgement and we believe in individualism. WHO WE ARE We are bold, we are tenacious, we are courageous and brave. We are a cast of characters; We embrace our differences and we share our likenesses. Some of What’s in it for You! - New and freshly renovated...

  • Financial Planning Associate

    4 months ago

    Montréal, QC, Canada PWL Capital Inc. Full time

    **General Description** PWL Capital is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa & Toronto. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. Financial Planning, Tax, and Estate services...

  • Director, Financial Planning

    8 months ago

    Montréal, Canada Galvion Full time

    **THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...

  • Corporate Actuarial Planning Analyst

    7 months ago

    Montréal, Canada Definity Financial Corporation Full time

    Job ID : 7051 Category : Corporate Actuarial & Risk Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Montreal, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong...

  • Manager, Financial Planning and Analysis

    7 months ago

    Montréal, Canada SimpleFi inc. Full time

    Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 5 years or more - Business administration and management, general **Tasks**: - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the...

  • Avp, Estate and Financial Planning Services

    6 months ago

    Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...