Financial Planning Advisor

3 weeks ago

Mississauga, Ontario, Canada Independent Electricity System Operator Full time

INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO)

Requisition ID: 19881 Location: Mississauga Status: Regular Business Unit: Corporate Services

Why consider this opportunity?

You possess exceptional skills and seek to apply them in an organization where your contributions are valued. We understand the importance of ensuring that Ontarians have access to affordable and reliable electricity, and we provide the necessary tools, flexibility, and support to help you achieve your professional goals. You will excel in a collaborative, team-oriented environment that appreciates your unique talents and experiences, recognizing that your success contributes to our collective progress.

About Us

The Independent Electricity System Operator (IESO) plays a pivotal role in the province's power system, ensuring that Ontarians have access to dependable and cost-effective electricity. We operate the electricity grid around the clock, manage the wholesale electricity markets, and strategically plan to meet Ontario's future electricity demands.

The Role

The Financial Planning Advisor will oversee the financial planning and analysis functions to enhance the execution of the organization's strategic initiatives. This position will provide precise and timely financial reporting, including monthly, quarterly, and annual reports, as well as specialized reports for the Board of Directors and the Province of Ontario. The Financial Planning Advisor will lead efforts in areas such as business planning, expenditure decision support, financial evaluation, operational analysis, benchmarking, and best practice implementation. This role will also offer expertise in financial aspects of regulatory submissions, external reporting, and strategic initiatives. Additionally, the Advisor will assist the Senior Manager of Financial Planning and Analysis (FP&A) in developing new strategies, policies, standards, procedures, communication methods, and management systems. The Advisor will continuously evaluate and implement improvements to enhance the quality and effectiveness of financial processes, information systems, and models for business planning, budgeting, reporting, and executive-level information.

Key Responsibilities

The Financial Planning Advisor will report to the Senior Manager of Financial Planning and Analysis (FP&A), with key responsibilities including:

Establishing strategic partnerships with business units to manage financial planning and analysis processes, responding to strategic planning requests to support various initiatives. Leading the development of budgets and forecasts through collaboration with internal business stakeholders, while exercising a critical review role to manage and assess operating and capital budgets. Overseeing the business planning process, including the creation of plans to ensure deliverables are met according to established expectations, providing regular status updates to management. Crafting and delivering strategic communications tailored to various stakeholder levels to ensure meaningful engagement in the financial planning and analysis process. Collaborating with cross-divisional teams to support the business planning and resource allocation process, ensuring alignment and providing regular updates as necessary. Ensuring accurate and timely financial reporting, including monthly, quarterly, and annual reports, special purpose reports, and ad hoc requests, while delivering precise analysis and results for management and executive leadership reporting. Working with the Project Management Office to develop capital budgets and forecasts, ensuring timely capital reporting and variance analysis, and reviewing capital business cases as needed. Partnering with the Finance and Accounting team to ensure alignment of management and statutory reporting, ensuring that costs, revenues, and other financial data are accurately represented. Providing management and executive leadership team members with assistance, advice, and well-supported recommendations for achieving planned objectives while effectively managing resources and expenses. Implementing appropriate reporting mechanisms to track activities, ensuring stakeholders are informed of status and progress, identifying risks, and proactively recommending adjustments to ensure initiative success. Developing, assessing, and participating in establishing sound financial planning concepts, practices, and standards to ensure financial integrity and effectiveness. Continuously evaluating and implementing changes to enhance the quality and effectiveness of financial processes, information systems, and models for business planning, budgeting, reporting, and executive-level information. Ensuring the accuracy, quality, and timeliness of work related to all business matters, providing recommendations to the Senior Manager, FP&A on business-related issues as necessary. Cultivating high-level customer relationships to optimize the achievement of financial planning and analysis initiatives. Offering expertise in support of financial aspects of regulatory submissions, external reporting, and strategic initiatives.

Additional duties or responsibilities may be assigned as needed.

Qualifications for Success

Accounting designation or nearing completion. Previous experience in enhancing standardization and simplification of budgeting and forecasting processes. Proven success in organizing and delivering cross-functional projects with clearly defined outcomes and adherence to timelines. Strong workflow, process, and process improvement skills. Excellent interpersonal skills, with the ability to work productively with team members, peers, and stakeholders. Capacity to ask critical strategic questions and challenge basic assumptions. Ability to adapt communication style to effectively convey messages with clarity. Strong working knowledge of Ontario's electricity market and familiarity with Market Rules for the Ontario Electricity Market is advantageous. Proficient in Microsoft Office suite of products. Strong verbal and written communication skills. Innovative problem-solving abilities, with a self-motivated approach to continuous improvement. Capability to interact effectively with personnel at all organizational levels.

The educational background required for this position typically includes four years of university training, along with having or nearly completing an Accounting designation. A minimum of 6-8 years of experience is necessary to perform at a satisfactory level of proficiency.

Benefits

A comprehensive total rewards program, including top-tier benefits and a flexible workplace. A challenging, fast-paced, and collaborative team environment where your perspectives and experiences are valued. Leaders who support your growth and success through regular feedback and coaching. The opportunity to collaborate with some of the brightest minds in the industry.

Note: The successful candidate must be eligible to work in Canada and will be subject to a background check. The IESO offers a hybrid work model program to most employees based on business needs, allowing for remote work within Ontario.

At the IESO, we recognize that achieving outstanding results relies on embracing diversity by attracting, developing, and retaining individuals from various backgrounds. We ensure our recruitment and advancement policies are fair and equitable, creating an accessible and inclusive environment that values each team member's unique skills and experiences.

We appreciate your interest in a career at the IESO, but only candidates selected for an interview will be contacted.

  • Financial Planning Advisor

    3 weeks ago

    Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: 19881 Location: Mississauga Status: Regular Business Unit: Corporate Services Why consider this opportunity? Your expertise is valuable, and you seek to apply it in an organization where your contributions are recognized. We understand the importance of providing Ontarians with...

  • Senior Financial Planning Advisor

    3 weeks ago

    Mississauga, Ontario, Canada Trillium Health Partners Full time

    Position: Senior Financial Planning Advisor Department: Financial Planning & Analysis Temporary Full Time Overview: Trillium Health Partners (THP) is a prominent community-based acute care organization in Canada, serving diverse populations. As a Senior Financial Planning Advisor, you will report to the Manager of Financial Planning & Analysis, providing...

  • Financial Planning Advisor

    3 weeks ago

    Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: 19881 Location: Mississauga Status: Regular Business Unit: Corporate Services Why consider this opportunity? You possess exceptional skills and seek to apply them in an organization where your contributions are valued. We understand the importance of ensuring that Ontarians have...

  • Financial Planning Professional

    4 days ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Entry-Level Financial Advisor at Desjardins Financial Security Independent Network - ON Central. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized advice and strategic guidance.Key...

  • Financial Planning Professional

    5 days ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Entry-Level Financial Advisor at Desjardins Financial Security Independent Network - ON Central. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized advice and strategic guidance.Key...

  • Strategic Financial Planning Specialist

    6 days ago

    Mississauga, Ontario, Canada Financial Services and Advisory Full time

    Job SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Planning Associate

    2 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    About Desjardins Financial Security Independent Network - ON Central Desjardins Financial Security Independent Network - ON Central is a rapidly growing financial services firm dedicated to providing comprehensive wealth management and financial planning solutions. We are committed to helping individuals and families achieve their financial goals through...

  • Financial Planning Associate

    3 weeks ago

    Mississauga, Ontario, Canada CWB Financial Group Full time

    At CWB Financial Group, we are dedicated to creating value for our clients, employees, and stakeholders every day. Our approach is centered around: Prioritizing relationships and putting people firstEmbracing innovative ideas and solutionsRecognizing that our methods are as significant as our outcomesRole OverviewFlexible work arrangements. Hybrid work...

  • Financial Planning and Analysis Advisor

    5 days ago

    Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    Job SummaryThe Independent Electricity System Operator is seeking a highly skilled Financial Planning and Analysis Advisor to join our team. As a key member of our organization, you will be responsible for managing financial planning and analysis processes to optimize the achievement of our planned initiatives.Key ResponsibilitiesDevelop strategic...

  • Financial Planning and Analysis Advisor

    4 days ago

    Mississauga, Ontario, Canada Independent Electricity System Operator Full time

    Job SummaryThe Independent Electricity System Operator is seeking a highly skilled Financial Planning and Analysis Advisor to join our team. As a key member of our organization, you will be responsible for managing financial planning and analysis processes to optimize the achievement of our planned initiatives.Key ResponsibilitiesDevelop strategic...

  • Financial Client Services Associate

    3 weeks ago

    Mississauga, Ontario, Canada Ferguson Financial Planning | CI Assante Wealth... Full time

    POSITION SUMMARY:We are currently in search of a Financial Client Services Associate to enhance the operations of the Ferguson Financial Planning team at Assante Capital Management. The Financial Client Services Associate will be instrumental in managing client accounts and performing administrative functions to ensure efficient team operations.KEY...

  • Financial Client Support Specialist

    3 weeks ago

    Mississauga, Ontario, Canada Ferguson Financial Planning | CI Assante Wealth... Full time

    POSITION OVERVIEW:We are in search of a Financial Client Support Specialist to enhance the operational efficiency of the Ferguson Financial Planning team at Assante Capital Management. The Financial Client Support Specialist will be instrumental in managing client accounts and performing administrative duties to ensure seamless team functionality.ESSENTIAL...

  • Financial Client Support Specialist

    3 weeks ago

    Mississauga, Ontario, Canada Ferguson Financial Planning | CI Assante Wealth... Full time

    ROLE OVERVIEW:We are in search of a Client Services Coordinator (Finance) to enhance the operations of the Ferguson Financial Planning team at Assante Capital Management. The Client Services Coordinator (Finance) will be integral in managing client accounts and administrative functions to ensure efficient team performance.In this position, the ideal...

  • Financial Planning Specialist

    3 weeks ago

    Mississauga, Ontario, Canada Trillium Health Partners Full time

    Job Description Position: Financial Advisor Department: Financial Planning & Analysis Employment Type: Temporary Full Time Role Level: Professional Group PG10 $41.52 to $51.88 Work Schedule: Monday to Friday, 37.5 hours per week Organization Overview: Trillium Health Partners (THP) is a leading community-based acute care provider in...

  • Financial Compliance Analyst

    3 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Compliance Officer (Contract)Investment Planning Counsel (IPC) stands as a premier independent wealth management firm in Canada, committed to delivering outstanding client service. We are enhancing our Compliance division and are in search of a Compliance Officer who will emphasize Tier 2 oversight and foster robust relationships with Advisors and Branch...

  • Principal Financial Advisor

    3 weeks ago

    Mississauga, Ontario, Canada Trillium Health Partners Full time

    Job Description Position: Senior Financial Advisor Department: Financial Planning & Analysis Status: Temporary Full Time (12 months) Role Level: Professional Group - PG11 $45.04 to $56.29 Site: Queensway Health Centre Hours of Work: Monday to Friday 37.5 hours/week (business hours) Organization Overview: Trillium Health Partners...

  • Financial Planning Analyst

    3 weeks ago

    Mississauga, Ontario, Canada Collage HR Full time

    Financial Planning Analyst at Collage HRAre you passionate about teamwork and possess a strong customer service orientation? If so, this role may be an excellent fit for you.As a Financial Planning Analyst at Collage HR, you will collaborate within a dynamic team environment that emphasizes client renewals, retention strategies, management of carrier...

  • Advisor Services Associate

    5 days ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Job SummaryInvestment Planning Counsel is seeking a highly skilled and experienced Advisor Services Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants.Key ResponsibilitiesTransfer Processing Excellence:Demonstrate seasoned...

  • Advisor Services Associate

    4 days ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Job SummaryInvestment Planning Counsel is seeking a highly skilled and experienced Advisor Services Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants.Key ResponsibilitiesTransfer Processing Excellence:Demonstrate seasoned...

  • Experienced Financial Services Professional

    4 days ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Job Description:Company Overview:Desjardins Financial Security Independent Network is a leading financial services firm dedicated to providing exceptional wealth management and financial advisory services to our clients. With a commitment to excellence and a focus on building long-term relationships, we pride ourselves on delivering personalized financial...