Manager Financial Planning Jobs

This role is a secondment opportunity that will end on November 30, 2024.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview

As part of the Finance division, the Financial Planning & Analysis (FP&A) group provides value-added reporting and analysis that ultimately moves the business forward strategically and operationally. The Manager, Financial Planning will be responsible for leading a team focused on executing various financial planning and reporting activities for the firm. This includes leading the Finance department’s efforts towards executing the annual business planning and budgeting cycle on behalf of Fidelity Canada, developing the framework for and executing periodic P&L forecasts, as well as developing, maintaining, and analyzing results from the firm’s revenue forecasting model, compensation forecasting model, client/line of business profitability model, and headcount reporting process.

What You Will Be Doing

• Build strong relationships with internal stakeholders and senior management;
• Provide strong leadership to the team, driving staff engagement, accountability and results;
• Lead the recurring process to analyze results from the firm’s client/line of business reporting.
• Execute on the consolidation of monthly headcount reporting and associated analytics.
• Lead the process for ongoing delivery of P&L forecasts that are dynamic, timely and capable of sensitivity analysis;
• Co-ordinate the requirements and maintenance of the annual business planning and budget cycle, gathering information from different parties and effectively bring everything together through models and presentations;
• Execute enhancement and implementation projects that align to the Corporate or Departmental Strategy;
• Consistently design and manage processes and identify opportunities for improvement;
• Effectively manage the team’s ongoing deliverables, including assisting with the development and implementation of new tools and systems;
• Manage internal and external audit requests, and other projects as required.

What We Are Looking For

• University degree with a concentration in business, or accounting or finance or equivalent work experience.
• Ideally a post graduate designation CPA (CA, CMA, PCA), MBA or equivalent.
• Experience in mutual fund or financial services industry would be an asset.
• More than 5 years of progressive experience in financial management with background in planning, budgeting, financial analysis, and cash management.

The Expertise You Bring

• Have excellent verbal and written communication skills.
• Can adapt and work effectively in a variety of situations.
• You thrive in a fast-paced environment and work well with all levels of the organization.
• Analytical by nature - ability to convey complex subject matters in simple terms.
• Excellent PC skills (Excel, Access, Word, PowerPoint, etc.).
• Demonstrated leadership and management skills.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following

Awards

• Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
• Greater Toronto's Top Employers 2023 (10th consecutive year)
• Canada's Top 100 Employers 2023 (7th consecutive year)
• HRDC Best Places to Work 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• Canada's Top Employers for Young People 2023

Designations

• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work
• A Canadian Compassionate Company