Financial Planning Analyst
Investment Planning Counsel
Mississauga, ON, CA
3d ago

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.

We are proud to be recognized as one of the Greater Toronto Area's Top Employers (2022) 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?

As part of our Business Planning & Performance team, the Financial Planning 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 does the role entail?

  • 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 and relevant and reconciling between various data sources
  • Supports the development and maintenance of analytics that provides insight into profitability of the different product lines and business lines.
  • Manage the creation, automation and continuous improvement of reports for various audiences including Senior Management and Board of Directors
  • Collaborates effectively with financial and other internal stakeholders across all IGM companies
  • Use a variety of analytical tools including Excel, VBA, Power Query and SQL for data manipulation, analysis and reporting purposes to derive actionable insights that drive business KPIs
  • Maintain and continuously develop business planning database, document the development and usage and work across business units to refine the database and create customized reports
  • Assists with monthly reporting, forecasting and analysis of assets under advisement and assets under management, and with monthly reporting of variances to Plan and Prior Year
  • Assists with the monthly reporting of spending versus plan and proper forecasting of changes to plan
  • Provides Financial and Dashboard Reporting including support of production of key performance indicators
  • 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 required :
  • o Track performance of strategic initiatives against business case at the implementation phase

    o Ad hoc analysis as directed by business requirements and executive management

    What are the qualifications?

  • Business degree and / or CPA, MBA
  • 2+ years of progressive experience within 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
  • What traits and competencies should you possess?

  • 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
  • Genuine interest and passion for working with numbers
  • Exceptional capability to manage multiple priorities within tight deadlines on an ongoing basis
  • Strong attention to detail
  • What is #lifeatIPC?

  • Awesome support in providing industry-leading training to help you succeed in your role
  • 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 recognition : kudos, all-star program, rising star, and the circle of excellence
  • Awesome Leadership teams that know your name
  • 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.

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