Financial Planning Analyst

1 week ago


Old Toronto, Canada Manulife Insurance Malaysia Full time
Financial Planning Analyst - Strategic Insights

A career as a Financial Planning Analyst - Strategic Insights at Manulife offers the opportunity to be part of a dynamic team that drives strategic decision-making through accurate and timely financial data.

About the Role:

We are seeking an experienced Financial Planning Analyst - Strategic Insights who will play a key role in providing high-quality financial data, reporting, analysis, planning, and forecasting to various stakeholders across Global Wealth and Asset Management & General Account (GWAM & GA) Finance teams.

Key Responsibilities:
  • Prepare monthly and quarterly reports, dashboards, and presentations for Canadian Retirement, Global WAM & GA Finance stakeholders, and develop narratives for financial decks, forecasts, and annual planning.
  • Facilitate and manage the annual 5-year strategic planning process, monthly forecasting, and financial reporting processes, delivering timely and accurate results.
  • Coordinate with Canada Retirement support teams to identify trends, manage risks, and support key business decisions.
  • Respond to ad hoc financial inquiries and produce profitability analysis for miscellaneous income opportunities and initiatives.
  • Participate in team cross-training, train new team members, conduct quality checks on the team's work, and proactively seek business acumen improvement.
Requirements:
  • University graduate in Accounting, Actuarial, or Finance with strong MS Excel and PowerPoint skills.
  • Strong ability to interpret financial statements, develop projections, and provide value-added analysis.
  • Proficient in technical accounting skills, understanding financial reporting structures, and using Accounting System tools (SmartView-Essbase, Lawson).
Preferred Qualifications:
  • Professional designation (CPA/CFA/MBA) is preferred.
  • At least 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset.
  • Power BI, Anaplan, and Alteryx/other automation tool knowledge is a plus but not required.
What We Offer:
  • A salary range of $80,000.00 CAD - $117,250.00 CAD per year, commensurate with experience.
  • A comprehensive benefits package, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, and various retirement savings plans.


  • Old Toronto, Canada Intact Financial Full time

    At Intact Financial, we're seeking a seasoned Business Analyst II, Operations and Planning to join our team.We strive for excellence in providing financial services, and this role plays a pivotal part in driving that success.About the Role:Maintain and optimize Oracle Cloud Fusion ERP system for Procurement, AR, AP, and Cash Management modulesConfigure cloud...


  • Old Toronto, Canada Reckitt Full time

    We are Reckitt, a global leader in the hygiene, health, and nutrition markets. Our mission is to improve access to high-quality products that make a positive impact on people's lives.Job SummaryThis is an exciting opportunity to join our Finance team as a Senior Financial Planning Analyst. As a key member of our team, you will play a critical role in driving...

  • Financial Analyst

    6 months ago


    Toronto, Canada Flexiti Financial Full time

    **About Us** Flexiti is one of Canada’s fastest growing fintech lenders. We aim to make our customers’ lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be approved instantly to shop with their FlexitiCard®, which they can use online...


  • Toronto, Ontario, Canada Rogers Full time

    Financial Planning Analyst Job OpportunityWe are looking for a talented Financial Planning Analyst to join our Corporate team. As a key member of our finance team, you will play a critical role in supporting the financial operations of the business through the preparation and review of month-end journal entries, forecasts, and...


  • Old Toronto, Canada Shoppers Drug Mart Pharmaprix Full time

    Are you an ambitious finance professional looking to take your career to the next level?We are seeking a highly skilled Strategic Financial Planning Analyst to join our team at Shoppers Drug Mart / Pharmaprix.About the RoleThis is a fantastic opportunity for a motivated and detail-oriented individual to contribute to the company's financial planning and...


  • Old Toronto, Canada Sun Life Financial Full time

    Company Overview">Sun Life Financial is a global asset management firm providing innovative and diversified investment solutions to institutional investors.We have a history of organic and strategic growth, reflecting our commitment with over CA$374/US$283 billion in assets under management (AUM).We are aligned with one of the world's leading financial...


  • Toronto, Canada PC Financial Full time

    **All 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...


  • Toronto, 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...


  • Old Toronto, Canada TAL Life LTD Full time

    We are seeking an experienced Senior Financial Planning Analyst to join our team at TAL Life LTD.**Job Summary:**This role involves preparing the Company's monthly financial performance dashboard for the Executive Committee, quarterly presentations to the Board of Directors, and preparing key business performance analytics in support of the Company's...


  • Toronto, Ontario, Canada City of Toronto Full time

    About the Role:As a Financial Planning and Budget Analyst at the City of Toronto, you will be responsible for the accurate consolidation of budget and plan information into enterprise software systems. This includes the preparation of the 10-year Capital Budget Summary, debt targets, and other detailed analysis to support various reporting and presentation...


  • Old Toronto, Canada BMO Financial Group Full time

    At BMO Financial Group, we are committed to offering a workplace that is inclusive, equitable and accessible.Job Description:We are seeking an experienced Financial Planning Expert to join our team. The successful candidate will have a strong background in financial planning, forecasting and analysis, with the ability to develop detailed financial and...


  • Old Toronto, Canada Lindt & Sprüngli (Canada), Inc Full time

    Key Responsibilities:As a Senior Manager, FP&A, you will be responsible for coordinating the business P&Ls, providing information to the Senior Leadership team to ensure company objectives are achieved, and identifying areas of risk and implementing plans to mitigate.Financial Planning and Analysis:• Leading the long-term strategic financial planning cycle...


  • Old Toronto, Canada TAL Life LTD Full time

    p> Senior Financial Analyst, Management Reporting page is loaded Senior Financial Analyst, Management Reporting Apply locations Toronto time type Full time posted on Posted 4 Days Ago job requisition id JR-10532 At Fiera CapitalWe invest in creating a culture of purpose that makes our people feel valued, cared for, seen,...


  • Toronto, Canada New Gold Inc. Full time

    Make an impact at Canada’s premier mining company. New Gold attracts and hires highly skilled individuals. By joining our team, you can look forward to: A stimulating values-based work environment A culture of collaboration and inclusion Inspiring colleagues and approachable leaders Career development opportunities A deeply rooted commitment to responsible...


  • Old Toronto, Canada HUDSON'S BAY Full time

    Company OverviewHudson's Bay is a leading retailer with a rich history and commitment to excellence. Our company prides itself on providing customers with an exceptional shopping experience.Estimated Salary Range: $90,000 - $110,000 per annumJob DescriptionWe are seeking a Senior Financial Planning Analyst to join our team in Toronto, Ontario. As a key...

  • Financial, Planning

    1 week ago


    Old Toronto, Canada HUDSON'S BAY Full time

    p>Address:401 Bay StWhat to Expect:The Senior Financial Analyst on the FP&A team will support the reporting, forecasting, financial analysis, and planning aspects of the Hudson's Bay omnichannel business. This role reports to the Senior Manager, FP&A, and supports Supply Chain & Logistics as well as Admin & Consolidation.What you will do:Own monthly...


  • Toronto, Ontario, Canada The Mason Group Inc Full time

    We are seeking an experienced Senior Financial Planning Analyst to join our team at The Mason Group Inc.The ideal candidate will have a strong background in financial planning and analysis, with experience in managing budgets, forecasts, and financial reports. They will also possess excellent analytical and problem-solving skills, as well as the ability to...


  • Toronto, Ontario, Canada Randstad Canada Full time

    Job Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Randstad Canada. As a key member of our financial planning and analysis team, you will play a critical role in driving financial planning, budgeting, and forecasting processes.Key Responsibilities:Develop and maintain financial models to support...


  • Toronto, Ontario, Canada President's Choice Financial Full time

    About PC FinancialPC Financial is a leading provider of financial services to Canadians. Our mission is to make every dollar count for our customers, and we strive to deliver unparalleled value through innovative payment products.We are proud to serve over 3 million customers and continue to grow by offering tailored solutions that meet their evolving needs....


  • Old Toronto, Canada IFG International Financial Group Ltd Full time

    IFG International Financial Group Ltd is seeking a Senior Financial Regulation Analyst to join their team. This is a contract position with a potential extension or possible conversion to permanent.The role will be based in Toronto, ON, and will require working 2 days a week in the office (Mondays and Wednesdays).Job Description:This is an exciting...