Associate Manager, Business Planning & Performance

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

As part of the IGM family of companies, we are proud to be recognized as one of Canada’s Top 100 Employers (2023) by Mediacorp Canada Inc. for empowering our teams with the resources to thrive in a collaborative environment, where wellness is at the forefront.

With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Business Planning & Performance team is currently seeking an Associate Manager – someone who is passionate about utilizing their skills and experience towards the financial planning, analysis and modelling components of an organization and who is ready to take the next step in their leadership journey.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

We’ve designed every aspect of this opportunity with you in mind!

What is the role?

• Maintain the Annual Distribution Plan of Assets under Administration (AUA) by product line and P&L related items: FYC, Trailers, and Commission Expense
• Prepare monthly reporting of spending versus plan and proper forecasting of changes to Plan
• Prepare monthly reporting, forecasting and analysis of the above including providing commentary for business owners
• Uploads and interfaces budget data into SAP/SAP BI/SAP Business Planning and Consolidations
• Act as a point of escalation for complex inquiries/business needs requiring additional research and resolution
• Works on validation of non-financial data loaded in SAP BW data structures, builds BEx queries and BOBJ reports to support sales performance reporting and business analytics for various audiences
• Support the team by recognizing positive contributions, providing coaching, facilitating individual one on one discussions and team meetings for a team of two analyst positions
• Maintain the Annual Portfolio Services Plan of Assets under Management (AUM) and P&L related items: Management Fees, Expenses charged to the Funds, Redemption Fees, DSC Amortization, Trailers
• Improves and/or develops models that support the planning process and are easy to use
• Recognize training and learning opportunities and knowledge gaps within the team, and develop effective learning paths in conjunction with business partners
• Prepares monthly Financial Reports including management commentary, dashboard reporting and collateral materials for Board reporting
• Prepares financial reviews and variance reports for business teams, working with leaders to explain variances

What are the preferred qualifications?

• Business acumen maintaining financial models for budgeting, forecasting and analysis
• Post-secondary designation with Finance, MBA preferred
• 1-2 years’ experience in a team lead or in a role with people leadership accountabilities
• Microsoft Excel Advanced, Microsoft PowerPoint Advanced, SAP BI, SAP Business Planning and Consolidations Routine, Microsoft Access Intermediate, Microsoft Outlook Intermediate, Power Query
• Approachable leadership style with the ability to set clear expectations and contribute to the winning culture of the team
• 5+ years working experience contributing in a Business Planning/Reporting role

What traits and competencies will set you up for success?

• Strong verbal and written communication skills
• Exceptional capability of meeting deadlines and prioritizing workloads
• A self-starter who thrives in a hardworking team environment
• Ability to use sound judgment when preparing reports and analysis
• Strong attention to detail
• A passion about your finance background and working with numbers coupled with the same passion for coaching team members towards excellence
• Excellent skill of abstraction; ability to decompose a problem and understand the end user when designing reports incorporating actionable items

What is #lifeatIPC?

• Awesome community involvement opportunities through IPC Cares
• Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
• Awesome Leadership teams that know your name
• Awesome support in providing industry-leading training to help you succeed in your role
• Awesome hybrid working environment
• Awesome recognition: kudos, all-star program, rising star, and the circle of excellenc

If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply!

If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence.