Financial Planning Consultant delivering wealth - management advice to CIBC high - net - worth clients. Analyzing portfolios, creating retirement plans, and partnering with branch advisors to provide investment solutions.
About the role
- Expert financier optimisant la performance financière et le suivi des investissements chez Beneva, assureur et fournisseur de services financiers. Pilotage d’analyses stratégiques, mandats transversaux et amélioration des pratiques FP&A.
Responsibilities
- Act as a strategic partner in financial planning and performance monitoring
- Influence decision-making through in-depth financial analyses and strategic recommendations
- Lead high-impact cross-functional mandates in complex and evolving environments
- Support the identification, analysis, and prioritization of issues and investments
- Guide team members in executing complex FP&A-related tasks
- Contribute to the evolution, harmonization, and continuous improvement of practices and tools
- Develop advanced analyses and incorporate innovative approaches, including artificial intelligence
Requirements
- University degree in business administration or a related field
- Relevant professional designation (CPA or equivalent)
- More than 10 years of relevant experience in financial performance or FP&A
- Expertise in financial planning, modeling, investment analysis, and financial governance
- Proficiency in French, both spoken and written
- Advanced proficiency in English, both spoken and written
- Ability to interact with English-speaking colleagues, partners, clients, or suppliers
Benefits
- Competitive salary
- Defined benefit pension plan
- Group insurance for you and your family
- Flexible schedule
- Vacation time
- Hybrid work mode, splitting time between the office and home
- Telemedicine service
- Employee Assistance Program
- Health and well-being support team
- Professional development and opportunities to enhance knowledge and develop abilities
- Equal opportunity workplace
- Social engagement opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Accounting co - op student preparing financial reports and compilation engagements for BDO, a Canadian accounting and advisory firm. Building client - service, assurance, and CPA - track expertise.
Accounting co - op preparing working papers, compilations, and assurance evidence for BDO, a Canadian accounting and advisory firm. Building client relationships while developing CPA - focused expertise.
Accounting co - op student supporting assurance and financial reporting engagements at BDO, a Canadian accounting firm. Preparing working papers, compiling financial information, and serving clients.
Directeur FP&A analysant les données financières, budgets et prévisions chez Fresche Solutions, fournisseur de solutions logicielles. Soutien aux décisions stratégiques, à la tarification et aux opérations de fusions - acquisitions.
FP&A Director analyzing financial data, building forecasts, and supporting strategic decisions at Fresche Solutions, a technology services company. Leading budgeting, reporting, pricing support, and M&A due diligence across business units.
Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
Independent financial advisor building insurance and wealth portfolios for Canadians with Co - operators. Growing a client base through prospecting, networking, referrals, and community engagement.
Independent financial advisor building insurance and wealth portfolios for Co - operators across Canada. Growing a community - based advisory practice through prospecting, relationships, and business development.
Finance managers partnering with Western Canadian co - ops through budgeting, forecasting, and performance analysis. Providing strategic insights for investment, cash flow, and business decisions.