Financial Analyst

 

Permanent Full Time 

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Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.    

 

In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.   

 

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers

 

As part of our Business Planning & Performance team, the Financial Analyst assists with the annual plan, forecasts and long-term planning initiatives. This includes P&L statements, revenue models, capital and project planning, sales and margin analysis.

 

What you will do

• Supports the development of business plans and forecasts, including proforma financials and profitability analysis
• Maintains and updates existing models and supporting databases to ensure data is up to date, relevant and reconciling between various data sources
• Supports the development and maintenance of analytics that provide insights into profitability of different product and business lines
• Manages the creation, automation and continuous improvement of reports for various audiences including Senior Management and Board of Directors
• Utilizes extensively a variety of analytical tools including Excel, VBA, Power Query and SQL for data manipulation, analysis and reporting to derive actionable insights that drive business KPIs
• Maintains and continuously develops business planning database, documents the development, usage and work across business units to refine the database and to create customized reports
• Assists with monthly reporting, forecasting and analysis of assets under advisement and assets under management and of spending versus plan and proper forecasting of changes to plan
• Provides Financial and Dashboard Reporting including support of production of KPIs
• Improves and/or develops models that support the planning process and are easy to use and update
• Works on validation of non-financial data loaded in SAP BW data structures, builds BEx queries and SAP BO reports to support sales performance reporting and business analytics for various audiences
• Supports strategic projects that are outside the day to day responsibilities as needed:
  • Track performance of strategic initiatives against business case at the implementation phase
  • Ad hoc analysis as directed by business requirements and executive management

 

What you will bring

• Business degree and/or CPA
• 2+ years of progressive experience within the financial services industry contributing to a Business Planning/Reporting role
• Advanced financial and business modelling skills including expert proficiency in MS Excel, VBA, Power Query, Power Pivot, MS PowerPoint. Working knowledge of SQL, Python and Power BI considered an asset
• Strong knowledge of accounting, statistics and corporate finance and proven analytical and problem-solving skills
• Excellent interpersonal, written and verbal communication skills
• Excellent skill of abstraction; ability to decompose a problem and understand the end user when designing reports incorporating actionable items
• Ability to use sound judgment when preparing reports and analysis

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The base salary for this position is between  $49,100 – $ 81,800 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

 

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

 

Be your best at Canada Life- Apply today!

 

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

 

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

 

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

 

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

 

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

 

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