Finance Manager
Role Overview
Finance Manager on the Product and Innovation team, reporting to the VP Finance.
Supports projects and assignments related to Managed Accounts, Platform initiatives, Data Strategy, and Finance strategy and operations.
The Finance team supports business units through analysis, planning, management reporting, performance measurement, and special projects.
Key Skills for This Role
Full Job Posting
Role overview
Finance Manager on the Product and Innovation team, reporting to the VP Finance.
Supports projects and assignments related to Managed Accounts, Platform initiatives, Data Strategy, and Finance strategy and operations.
The Finance team supports business units through analysis, planning, management reporting, performance measurement, and special projects.
Workplace and location
- The role follows a flexible hybrid working arrangement.
- The work location is 483 Bay Street in Toronto until approximately late 2026, then 3 Robert Speck Parkway in Mississauga.
Responsibilities
- Provide finance support for strategically important projects through consulting, planning, and end-to-end business case support.
- Build partnerships with business leaders and colleagues, providing financial stewardship, guidance, and strategic support.
- Lead complex financial and economic analysis for strategic decisions with limited direction and present it to senior management.
- Lead pricing and competitive analysis, including market assessments and research into industry trends and competitive results.
- Develop and lead initiatives to define, manage, and document reporting systems and tools, integrating systems across channels.
- Design, develop, and manage reports, analytics, success measures, and scorecards; anticipate reporting and KPI needs.
- Support business planning, financial stewardship, expense management, and ad hoc projects.
- Build positive relationships with stakeholders and management across the organization.
Qualifications and expertise
- Business-focused university degree, such as accounting, economics, or commerce, or equivalent work experience; listed disciplines are preferred.
- At least 4 years of financial analysis experience within a finance department.
- Experience in a combination of financial analysis and modeling, valuation, reporting, strategic business planning, budgeting, and/or performance measurement.
- Wealth management and financial services industry experience is preferred.
- Completion of or progress toward a financial/accounting designation (CPA: CA, CMA, CGA), CFA, or MBA is strongly preferred.
- Strong Microsoft Excel knowledge and analytical skills; experience using PowerPoint to create materials for executive-level audiences.
- Well-organized, attentive to detail, and capable of good time management; good communication and presentation skills.
- Able to work across organizational levels, influence senior management tactfully, analyze results concisely, and thrive in a fast-paced environment.
- Current work authorization for Canada is required.
Compensation
- Total annual cash compensation, including base salary and target bonus, ranges from $105,000 to $140,000 based on experience and qualifications.
- After 6 months of employment, the company contributes to the employee's RRSP without requiring employee matching.
Benefits
- Benefits include health coverage from the first day, employer-paid premiums, mental health services and therapy coverage, parental leave top-up, and home office equipment support.
- Additional offerings include flexible working arrangements, paid volunteer days, professional development, tuition reimbursement, and rewards for completing a required designation.
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