Jobs
>
Kitchener

    Director, Financial Planning - Waterloo, Canada - Sun Life

    Sun Life
    Sun Life Waterloo, Canada

    1 week ago

    Default job background
    Full time
    Description

    Job Description

    :

    The Director, Financial Planning & Analytics, Investment Solutions (FP&A) is responsible for developing Financial and Strategic Plan projections for Individual Wealth as well as producing monthly forecasts, in addition to developing and supporting the analysis of financial strategies to meet and exceed our financial targets. The position also supports the quarterly business/financial review process.

    Through ownership of the income forecast, business and strategic plan, you will drive results by working closely with senior management and other teams both internal and external to Investment Solutions Finance, perform a variety of advanced analyses and challenge the business results. The successful candidate will leverage learnings from actual results and own assumptions for projection, to provide insightful business analysis in forecasting future results and explaining actual results.

    What will you do?

  • Develop Financial and Strategic Plan Drivers of Earnings (DOE) analysis for Individual Wealth for Plan and Forecast. This includes developing earnings/CSM/capital projections.
  • Own the process, assumptions, modeling, and communication of income results for the forecasting, business plan, and strategic plan for all investment solutions products
  • Partner closely with ALM in understanding and presenting the quarterly investment results
  • Partner closely with ALM, Canada Risk, valuation partners to monitor and propose actions to manage Individual Wealth income.
  • Support Individual Wealth strategic initiatives by reviewing/validating the financial projections/benefits associated with business cases.
  • Motivate and lead a high performing team.
  • Develop relationships with business partners in Valuation, Expense, SLGI Reporting, ALM, Pricing, Canadian Finance, and other teams to influence the forecast, plan, and strategic plan outcomes
  • Other adhoc analyses as required

    • What do you need to succeed?

  • FCIA or FSA designation, or CPA, with a minimum of 5 years insurance experience. Experience in the Wealth industry would be an asset.
  • Actuarial valuation and/or risk management experience is an asset
  • Strong technical, analytical and problem solving skills
  • Strong influence and negotiation skills
  • Experience with Axis software is an asset
  • Demonstrate a team first approach with the ability to collaborate effectively across multiple teams/departments
  • Creative thinker with a drive for action
  • Excellent communication skills, both verbal and written
  • Strong commitment to quality and meeting important deadlines
  • Strong track record with leading and developing teams and direct reports

    • What's in it for you?

  • An environment of continuous learning and improvement
  • Supportive working environment, culture of collaboration, high performance teams
  • We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
  • Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
  • We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
  • Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights' 2023
  • SLC Management

    Analyst, Financial Planning

    1 week ago

    SLC Management Waterloo, Canada

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our ...

  • Definity Financial Corporation

    Intermediate Financial Analyst, Financial Planning

    3 days ago

    Definity Financial Corporation Waterloo, Canada

    Job ID : 7058 · Category : Finance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Waterloo, Canada · Definity includes some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insura ...

  • SLC Management

    Fixed Income Financial Planning

    1 week ago

    SLC Management Waterloo, Canada

    Our student and new graduate programs offer a chance to explore Sun Life from the inside. You'll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way. · **About SLC Manag ...

  • Gateway Services Inc

    Associate, Financial Planning

    1 week ago

    Gateway Services Inc Guelph, Canada

    **Job Overview** · The Associate, FP&A, reporting into the Director, FP&A, is responsible for assisting the finance team on the overall planning, monitoring, evaluation, and reporting of GSI's financial performance. This involves assisting with the financial analysis procedures, ...

  • Royal Bank of Canada

    Manager, Financial Planning

    1 week ago

    Royal Bank of Canada Brantford, Canada

    **Job Summary** · You will coach and develop an effective, adaptable financial planning sales team in the Hamilton Mountain, Brantford & Norfolk Market to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client exper ...

  • ATS Automation Tooling Systems

    Manager, Financial Planning and Analysis

    2 days ago

    ATS Automation Tooling Systems Cambridge, Canada

    Proactive member of the Finance team, contributing to all aspects of the public company corporate finance role, with broad exposure to the challenges and rewards of global growth within the changing dynamics of the public equity markets. · This position provides analytical, plann ...

  • Definity

    Sr Financial Analyst, Financial Planning and Analysis

    4 days ago

    Definity Waterloo, Canada Casual

    Job Description · What can you expect in this role? · Act as a business partner to the Technology Solutions department, providing them with financial information and analysis to make informed business decisions · Work alongside the business to develop their annual budget and q ...

  • Definity

    Sr Financial Analyst, Financial Planning and Analysis

    56 minutes ago

    Definity Waterloo, Canada Casual

    Job Description · What can you expect in this role? · Act as a business partner to the Technology Solutions department, providing them with financial information and analysis to make informed business decisions · Work alongside the business to develop their annual budget and qua ...

  • Definity Careers

    Sr Financial Analyst, Financial Planning and Analysis

    2 days ago

    Definity Careers Waterloo, Canada Full time

    What can you expect in this role? · Act as a business partner to the Technology Solutions department, providing them with financial information and analysis to make informed business decisions · Work alongside the business to develop their annual budget and quarterly forecasts in ...

  • University of Waterloo

    Manager, Financial Operations and Analysis

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · The Manager, Accounting and Financial Analysis is accountable jointly to the Director, Food Services and the Financial Officer, Associate Provost, Students to provide financial management, leadership, expertise, and strategic planning support to ensure the viability o ...

  • University of Waterloo

    Financial Operations Manager

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · **Term: 18 Months** · The Finance and Operations Manager (FOM) is responsible for the effective financial management and strategic financial planning of the School of Optometry & Vision Science, which includes the school, two research centers, and a public facing clin ...

  • University of Waterloo

    Manager, Finance and Operations

    1 week ago

    University of Waterloo Waterloo, Canada

    Overview: · **Term: 14 months** · The Manager, Finance and Operations (MFO) is accountable to the Associate Vice-President, Innovation to provide financial management, operations management, and strategic planning support to WatSPEED. The incumbent is accountable for the integrit ...

  • University of Waterloo

    Faculty Financial Officer

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · The Faculty Financial Officer (FFO) is accountable to the Executive Officer for achieving service excellence in a complex, decentralized environment while ensuring that all financial activities in the Faculty of Engineering are properly accounted for and that availabl ...

  • Wilfrid Laurier University

    Financial Analyst

    1 week ago

    Wilfrid Laurier University Waterloo, Canada

    **Date**:Nov 22, 2023 · **Location**: Waterloo, CA · **Company**:Wilfrid Laurier University · **Department**: Student and Ancillary Services · **Job Type**: Continuing · **Full-time/Part-time**: Full Time (>=1249 hrs/year) · **Campus**: Waterloo · **Reports to**:Manager, Ancillar ...

  • University of Waterloo

    Financial Officer

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial Officer is responsible for the day-to-day administration of financial matters and for the provision of financial reports and analyses that support the effective and efficient management of departmental finances. This includes all operating, research, tru ...

  • Region of Waterloo

    Financial Analyst

    1 week ago

    Region of Waterloo Kitchener, Canada

    **Our Story**: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering ...

  • University of Waterloo

    Financial Officer

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial Officer is responsible for day-to-day financial administration and supports senior departmental management through the provision of financial reports and analysis as required. The Financial Officer also provides direct support to faculty members to assis ...

  • RideCo

    Chief Financial Officer

    1 week ago

    RideCo Waterloo, Canada

    RideCo is a venture backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. We are seeking an experienced Chief Financial Officer (CFO) to join our management team. The CFO will partner with the Founder/CEO and the leadership team to achiev ...

  • University of Waterloo

    Performance Measurement Analyst

    3 days ago

    University of Waterloo Waterloo, Canada

    Overview: · The Performance Measurement Analyst (PMA) performs regular analysis and reporting in support of the School of Accounting and Finance's strategic planning and reporting. The PMA is accountable to the Administrative Officer for providing leadership and direction for the ...

  • University of Waterloo

    Financial Officer, Future Cities Institute

    1 week ago

    University of Waterloo Waterloo, Canada

    Overview: · **This position is contingent on funding.** · **Responsibilities**: · Budget, Reporting and Financial Planning · - Develop the FCI's annual operating budget in consultation with the Managing Director · - Provide confidential advice and strategies relating to financial ...