Director, Financial Planning

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

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 mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of Flexiti?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We're looking for our next Director, Financial Planning and Analysis. Could it be you?
Reporting to the CFO, the Director of Financial Planning and Analysis is a high-impact role at the company. This role will serve as a trusted advisor to business leaders, driving alignment across the enterprise and providing critical insights into profitability and growth.

Need more details? Keep reading...
In this role, responsibilities include but are not limited to:

• Strategic Planning & Modeling: Leading the end-to-end corporate planning process, including annual budgeting, in-year forecasting, and long-range (5-year) strategic modeling.
• Business Performance Management: Designing, monitoring, and managing Key Performance Indicators (KPIs) at the line-of-business and product levels to drive profitability and cost efficiency.
• Decision Support & Analysis: Developing frameworks to evaluate new products, strategic initiatives, merchant relationships, and growth opportunities. Provide deep profitability analysis and actionable advice to executive leadership.
• Treasury Partnership: Collaborating with the Treasury function on capital and debt management strategies, hedging, balance sheet optimization, and financial risk management.
• Reporting & Insights: Overseeing monthly management reporting and expense analysis. Presenting financial results, operational insights, and variance analysis (vs. plan/prior year) to the Executive Team and Board of Directors.
• Lending & Risk Integration: Incorporating specific lending metrics, including Expected Credit Loss (ECL) and Provision for Credit Losses (PCL), into financial models and forecasts.
• Team Leadership: Managing, coaching, and developing a team of finance professionals. Fostering a culture of high performance and continuous improvement.
• Process Optimization: Championing the automation and streamlining of existing financial processes to enhance efficiency and data accuracy.

So are YOU our next Director, Financial Planning and Analysis? You are, if you...

• Hold a University degree in Accounting or Finance;
• Hold a relevant professional designation (CPA, CFA or MBA)
• Have 10+ years of progressive finance experience, with 5+ years in FP&A within the Financial Services or Corporate Lending sectors
• Possess a deep understanding of lending economics, including ECL/PCL methodologies
• Have advanced proficiency in financial modeling and G-Suite (Google Workspace)
• Bring exceptional analytical and problem-solving abilities with a focus on data-driven decision-making
• Have strong organizational skills with the ability to manage competing priorities and deadlines with precision

Sounds like you? Click below to apply
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.