Strategic Financial Planner

3 days ago


Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

Are you an ambitious financial professional looking to drive change in the Canadian banking industry? We're seeking a seasoned Strategic Financial Planner to join our Financial Planning and Reporting team at EQ Bank | Equitable Bank. With a strong track record of delivering high-impact financial models, reports, and analytical insights, you'll play a pivotal role in shaping our bank's strategic direction.

We're a dynamic team dedicated to innovating the banking experience for Canadians. Our employees are passionate about making a difference, and we offer a collaborative work environment that fosters growth and development.

This is a unique opportunity to work with our Personal Lending, Payments, and Digital Bank portfolios, driving key business decisions through your expertise in financial modeling and analysis. Your technical skills will be put to the test as you develop and maintain complex financial models, leveraging advanced Excel skills and data manipulation techniques.

You'll collaborate closely with Senior Management to collect relevant assumptions and drive Financial Model output, ensuring accurate data extraction and interpretation. This role requires exceptional communication skills, presenting results and providing actionable insights to senior leaders.

We're committed to diversity, equity, and inclusion, and we encourage applications from candidates who share our values. If you're ready to take your career to the next level in a rapidly growing financial institution, apply now

What We Offer:

  • Competitive salary: $120,000 - $150,000 per year
  • A comprehensive benefits package, including medical, dental, vision, life, and disability insurance
  • A generous vacation policy and personal days
  • Virtual events to connect with colleagues and opportunities for growth and development
  • A fulfilling opportunity to shape the future of Canadian banking

We're deeply committed to inclusion and all candidates must pass a criminal background check and credit check to qualify for hire. The incumbent will work hybrid, with regular in-office time spent at our Toronto office location.



  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a skilled Strategic Financial Planner to join our team at the Bank of Montreal. This is a full-time opportunity that offers a competitive salary and benefits package.About the RoleThe successful candidate will be responsible for developing and implementing financial plans, forecasts, and performance reviews to drive business growth...


  • Toronto, Ontario, Canada Speedo Full time

    We are Speedo, the world's leading swimwear brand, passionate about life in and around the water. Our heritage of innovation comes from our leadership in competitive swimming, where more Olympic Gold Medals have been won in Speedo than any other brand.Our vision is to create exciting and meaningful relationships with water lovers worldwide. We believe that...


  • Toronto, Ontario, Canada OMD Canada Full time

    Job Summary:We are seeking a highly skilled Strategic Media Planner to join our team at OMD Canada.About the Role:This is a dynamic and challenging role that requires strong strategic thinking, excellent communication skills, and the ability to work effectively in a fast-paced environment.Main Responsibilities:The Senior Strategist will be responsible for...


  • Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    About The Mason Group - Strategic Search Partners">At The Mason Group - Strategic Search Partners, we're dedicated to finding exceptional professionals to drive our clients' success. As a leading Strategic Search Partner, we understand the importance of strong financial leadership in driving business growth.">Job Title: Accounting CFO">We're currently...


  • Toronto, Ontario, Canada BMO Financial Full time

    About BMO Financial GroupWe are a leading financial institution with a strong commitment to helping our customers achieve their financial goals. Our team of experts provides personalized solutions and guidance to help individuals and businesses succeed.Job SummaryWe are seeking a Financial Planner to join our team. As a Financial Planner, you will work...


  • Toronto, Ontario, Canada BMO Financial Full time

    About the Role:BMO Financial is seeking a highly skilled Strategic Financial Consultant to join our team. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals.Responsibilities:Provide comprehensive financial planning and investment advice to clients, tailoring solutions to meet their individual needs...


  • Toronto, Ontario, Canada Fortune Effect Financial Corporate Full time

    Mortgage Underwriter Role at Fortune Effect Financial CorporateWe are seeking a skilled Mortgage Underwriter to join our team at Fortune Effect Financial Corporate. As a Mortgage Underwriter, you will be responsible for identifying clients' financial goals and objectives, developing financial plans, and negotiating mortgage loans on their behalf.Key...


  • Toronto, Ontario, Canada CVC DIF Full time

    Job DescriptionWe are seeking a skilled Senior Investment Officer to join our team at CVC DIF. This is an excellent opportunity for someone who wants to take their career to the next level and work on challenging investment projects.About the RoleThis is a senior-level position that requires extensive experience in financial analysis, portfolio management,...


  • Toronto, Ontario, Canada Mackenzie Investments Full time

    Position OverviewMackenzie Investments is seeking a highly skilled Strategic Tax and Estate Planning Lead to join our team in Toronto.About the RoleThis is an exciting opportunity to leverage your expertise in tax and estate planning to support financial advisors and planners at Mackenzie Investments. As a key member of our Tax and Estate Planning team, you...


  • Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    About The Mason Group - Strategic Search PartnersWe are a leading search partner, providing expert services to organizations seeking top talent in the finance sector.Job Title: Financial Systems StrategistSalary Range:$120,000 - $180,000 per annum, depending on experience and qualifications.About the RoleThis strategic role is ideal for an experienced...


  • Toronto, Ontario, Canada CI Financial Full time

    OverviewCI Financial is a leading global wealth management and asset management advisory firm. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors. Our commitment to providing individuals and institutions with high-quality investments and advice has earned us a reputation as a trusted partner in...


  • Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

    About Float Financial Solutions Inc.We are on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform, we enable businesses to streamline spending and optimize cash flow, so they can focus on what matters most: growth.As one of Canada's fastest growing...


  • Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    Job OverviewThe Mason Group - Strategic Search Partners seeks an experienced Financial Operations Manager to lead the optimization of our financial systems and drive automation. As a key member of our team, you will oversee the implementation and maintenance of our financial technology infrastructure, ensuring seamless integration and data integrity.About...

  • Lead Planner

    4 weeks ago


    Toronto, Ontario, Canada Ahria Consulting Full time

    About UsAt Ahria Consulting, we're committed to delivering exceptional results in a collaborative and supportive environment.We're proud to be recognized as one of Southwestern Ontario's top workplaces, celebrated for our people-first approach. Our dynamic team fosters an environment where employees feel valued, supported, and proud to contribute to a...


  • Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    Job SummaryWe are seeking a highly experienced CFO to oversee our financial systems, ensuring data integrity and system integration.The ideal candidate will have a passion for optimizing financial technologies and driving automation. Key responsibilities include:Driving automation and scalability through advanced technologies (RPA, AI, ERP)Leading system...


  • Toronto, Ontario, Canada OMD Canada Full time

    Job Title: Executive Media PlannerAt OMD Canada, we are seeking a highly skilled Senior Strategist to join our team. As an Executive Media Planner, you will be responsible for developing strategic media plans that drive business growth and exceed client expectations.Responsibilities:- Develop creative media plans that align with client goals and objectives-...


  • Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America. With 40 years of experience, we have been committed to delivering innovative financial solutions that meet the evolving needs of consumers and business owners.We serve 2 million people annually through our diverse range of products, including loans, cheque...


  • Toronto, Ontario, Canada BMO Financial Group Full time

    BMO Financial Group is a leading financial institution with a strong commitment to driving positive change in the lives of our clients, communities, and employees. As a Strategic Risk and Compliance Manager, you will play a critical role in shaping our risk management culture and ensuring the effective implementation of first-line-of-defense programs.About...


  • Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialCI Financial is a global wealth management and asset management advisory services provider. We offer our clients the highest-quality investments and advice, with a focus on delivering exceptional results.Job SummaryWe are seeking an experienced Strategic Cost Optimization Manager to join our team. The successful candidate will lead contract...

  • Media Planner

    1 month ago


    Greater Toronto Area, Canada, Ontario Havas North America Full time

    PLANNER, MX PLANNING Havas Media has an immediate position available for a Planner, Mx Planning in the Toronto office.As a Planner, Mx Planning you are responsible for the day-to-day management of media assignments at HAVAS MEDIA. You are expected to understand of your clients’ line of business, have experience using media tools, following best practices...