Personal Finance Advisor helping Desjardins members and businesses meet financial goals. Recommending investments, loans, and insurance while managing trusted client relationships.
About the role
- Senior Financial Analyst building financial business cases and market analyses for Fidelity Canada’s emerging investment distribution initiatives. Developing KPIs, planning, reporting, and performance measures.
Responsibilities
- Report to the VP, Finance within the Emerging Distribution team
- Complete complex financial analyses and financial business cases for new distribution initiatives and product opportunities
- Provide competitive and market analysis, sensitivity analysis, business planning, performance measurement, and scorecards
- Serve as the resident expert and primary financial resource for emerging distribution opportunities
- Develop KPIs and success measures for initiatives and conduct post-implementation assessments
- Design reports and analytics, including management reports, to address business needs and anticipate future requirements
- Partner with Emerging Distribution and Finance colleagues on business cases, product and pricing matters, competitive intelligence, market opportunity, and positioning
- Support Legal with regulatory document filings and ensure obligations and timelines are met
- Lead value-enhancing initiatives directed by firm committees
- Develop market-share metrics and drivers, analyze market opportunity versus performance, and conduct gap analysis
- Lead the annual business planning process for new initiatives
- Provide financial stewardship, expense management, and support for ad hoc projects
- Proactively identify opportunities to drive the business forward
Requirements
- Current work authorization for Canada is required
- Minimum 2–4 years of experience working in a finance department
- Minimum 2 years’ experience in financial analysis and modeling, reporting, budgeting, and/or business planning
- Financial services industry experience preferred
- University degree with a focus in business, including accounting, economics, commerce, finance, or mathematics/statistics, or equivalent work experience
- CPA (CA, CGA, CMA) designation preferred, or working towards/completed other professional designations such as CFA or MBA
- Excellent communication skills and ability to translate complicated financial concepts into business terminology and present effectively to senior management
- Ability to manage relationships across all management levels
- Ability to influence/convince others, adapt recommendations/presentations to particular audiences, and respond successfully to questions/objections
- Strong attention to detail and accountability for following up on issues
- Excellent written and verbal communication skills
- Willingness to take on challenges with a positive attitude
- Highly motivated attitude and eagerness to learn
- Ability to organize and prioritize workload and work under strict deadlines
- Independent decision-making and capacity to influence others
- Advanced level of MS Excel
- Ability to address and resolve conflicts confidently
- Superior customer service focus
- Overtime required during month-end periods
Benefits
- Flexible working arrangements that vary based on role requirements
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
- Comprehensive health benefits starting on the first day, with 100% employer-paid premiums
- Up to $6000 annually for mental health services and therapy
- Parental leave top-up to 100% of your salary for 25 weeks
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
- Diversity and inclusion programs, including an active network of Employee Resource Groups
- Extensive professional development opportunities, including access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary rewards for completing a required designation
- RRSP contribution after 6 months of employment, with no employee matching required
- Performance bonus
- Accommodation during the application process
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Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client needs, profitability, and risk.
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