46 Budgeting jobs in Canada

Job Description

Job Description

Who Are We? 

StrategyCorp is Canada’s trusted integrated strategy advisory firm. Our professionals create the conditions for success for our clients by helping them to strategically manage both the substance and the politics of their business by bringing together the disciplines of management consulting, public affairs, and strategic communications into one integrated and unmatched services offering. 

What We Are Looking For: 

Position:            Senior Consultant, Management Consulting – Financial Modelling focus.  

StrategyCorp is seeking a Senior Consultant for its Management Consulting practice in Toronto. Consultants are key to delivering our value proposition to our clients and growing our firm through service and product quality.  

As a Senior Consultant with a focus on Financial Modelling, you will play a critical role in developing robust, transparent, and scalable financial models to support strategic decision-making, investment evaluation, and operational improvement for our clients. You will work closely with interest-holders across industries to design, build, and explain complex financial models that capture real-world business drivers and translate them into actionable insights. With these responsibilities comes an unparalleled opportunity to get exposure to the substance and politics of complex issues and projects that provide outstanding opportunities to grow as a consulting professional.   

Key Responsibilities: 

1. Financial Modelling and Analysis: 

• Build sophisticated pro forma financial models from the ground up, including fully integrated Income Statement, Balance Sheet, and Cash Flow statements. 
• Design and implement scenario managers, normalization schedules, and sensitivity analyses to evaluate a range of operational and financial outcomes. 
• Develop modular model architecture with clear input/output segregation and transparent logic for client use and internal quality control. 
• Integrate client data input sheets into dynamic models, ensuring ease of use, accuracy, and traceability across data sources. 

1. Normalization and Business Practice Optimization: 

• Identify and structure normalizations to reflect a business’s true earnings capacity. 
• Advise clients on how normalizations impact operational strategy and performance metrics. 
• Clearly articulate normalization rationale in presentations and written reports to both technical and non-technical audiences. 

1. Financial Statement Expertise: 

• Construct P&L statements from raw data or limited inputs, ensuring alignment with industry standards and client-specific considerations. 
• Demonstrate solid understanding of key Balance Sheet components, particularly cash management, restricted vs. unrestricted assets, and working capital items. 

1. Automation and Efficiency Tools: 

• Apply basic VBA / Macro coding to automate model workflows, error-checking processes, and reporting tools. 
• Maintain version control and documentation for model logic, assumptions, and code components. 

1. Client Engagement & Communication: 

• Collaborate directly with client teams to gather data, understand business drivers, and ensure models meet interest-holder needs. 
• Deliver model walk-throughs, training sessions, and interpretive summaries to clients and internal teams. 
• Contribute to proposals, client deliverables, and internal knowledge-sharing efforts. 

Key Skills & Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field; CFA, CPA, or Master’s preferred (but not required). 
• 2–4 years of experience in financial modelling, corporate finance, transaction advisory, or management consulting. 
• Advanced Excel skills and proficiency in financial modelling best practices. 
• Working knowledge of VBA/Macros; ability to write, debug, and document simple scripts. 
• Excellent analytical, problem-solving, and communication skills. 
• Strong attention to detail with the ability to manage multiple priorities in a deadline-driven environment. 
• Experience working with public and private sector clients in high-stakes or sensitive financial contexts is a plus. 

What We Offer 

• Competitive Salary 
• Hybrid work environment 
• Career development; we believe in growing our people and helping them achieve their goals 
• Health benefits and wellness account, covered by us! 
• 3 weeks vacation, flex days and a long break during the holidays 
• Parental Leave Top-up 
• Phone and data allowance  
• And a whole lot more… 

Applications must be submitted by July 31, 2025

A Bit More About Us: 

StrategyCorp is a consulting firm focused on delivering integrated strategic communications, government relations and management consulting strategies. Our consulting expertise is broad – it comes from the highest levels of government, leading consultancies, and the private sector. We work collaboratively to help our clients overcome the biggest challenges and create conditions for success.   

StrategyCorp is a fast-paced environment and we expect a lot from our people, but in return you will receive great experience. You’ll be working with a dynamic team on a variety of clients, giving you exposure to complex issues and projects that provide outstanding opportunities to learn and grow as a professional. 

In addition, StrategyCorp is an inclusive, equal opportunity employer that values diversity. We also offer reasonable accommodations to applicants with disabilities. If you need assistance or an accommodation due to a disability, please let us know when you submit your application.  

We appreciate all expressed interest in this position, however only candidates selected for interview will be contacted.  

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**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Financial Crime Risk Management
**Pay Details:**
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Job Profile Summary**
STR Quality Control reviews the work from multiple teams across the FIU to ensure consistency and high standards in FINTRAC reporting. By combining work previously done by 2nd Level reviewers and Regulatory Reporting, the Senior QC Analyst is responsible for validating that Reasonable Ground to Suspect (RGS) ML and/or TF has been established and that all procedural and regulatory requirements are followed. The Senior Analyst will also ensure that the narrative portion of the filing is clear and concise so that a third-party reviewer can come to the same conclusion based on the facts presented. Any case that falls below this quality threshold will be returned to the investigative team for re-work. As this is a new role within the FIU, the successful applicant will be expected to help develop the STR QC program in providing metric and feedback for FIU senior management and the executive. The Senior QC Analyst will report to the Group Manager, STR Quality Control.
**Job Accountabilities:**
+ Validate RGS and ensure that STRs are filed as soon as practicable.
+ Incorporate procedures, job aids, and regulatory findings into a holistic case review.
+ Review case file and transactional data to ensure that all reportable transactions are submitted.
+ Ability to identify root causes of quality issues be it human error, procedural gaps, or required training.
+ Provide and deliver value-added feedback to the investigative teams.
+ Contribute to the establishment of metrics and feedback loops.
+ Drive system development projects and efficiency enhancements.
**Education & Experience:**
+ Minimum 5 years' experience in AML and/or Financial Crime at an FI.
+ Thorough understanding of STR filing requirements / RGS thresholds.
+ Experience in Quality Control, Quality Assurance, or as a 2nd level reviewer in an FIU is an asset.
+ Demonstrated successful interaction across multiple and diverse disciplines.
+ Ability to provide concise and coherent feedback.
+ Excellent communication skills at all levels of the organization.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Financial Crime Risk Management
**Pay Details:**
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Job Profile Summary**
STR Quality Control reviews the work from multiple teams across the FIU to ensure consistency and high standards in FINTRAC reporting. By combining work previously done by 2nd Level reviewers and Regulatory Reporting, the Senior QC Analyst is responsible for validating that Reasonable Ground to Suspect (RGS) ML and/or TF has been established and that all procedural and regulatory requirements are followed. The Senior Analyst will also ensure that the narrative portion of the filing is clear and concise so that a third-party reviewer can come to the same conclusion based on the facts presented. Any case that falls below this quality threshold will be returned to the investigative team for re-work. As this is a new role within the FIU, the successful applicant will be expected to help develop the STR QC program in providing metric and feedback for FIU senior management and the executive. The Senior QC Analyst will report to the Group Manager, STR Quality Control.
**Job Accountabilities:**
+ Validate RGS and ensure that STRs are filed as soon as practicable.
+ Incorporate procedures, job aids, and regulatory findings into a holistic case review.
+ Review case file and transactional data to ensure that all reportable transactions are submitted.
+ Ability to identify root causes of quality issues be it human error, procedural gaps, or required training.
+ Provide and deliver value-added feedback to the investigative teams.
+ Contribute to the establishment of metrics and feedback loops.
+ Drive system development projects and efficiency enhancements.
**Education & Experience:**
+ Minimum 5 years' experience in AML and/or Financial Crime at an FI.
+ Thorough understanding of STR filing requirements / RGS thresholds.
+ Experience in Quality Control, Quality Assurance, or as a 2nd level reviewer in an FIU is an asset.
+ Demonstrated successful interaction across multiple and diverse disciplines.
+ Ability to provide concise and coherent feedback.
+ Excellent communication skills at all levels of the organization.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Hybrid role out of one of our office locations. Preferred candidate to be located at our Kennesaw, GA or Toronto, ON office locations.**
At Wolters Kluwer, our Tax & Accounting division enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client's businesses.
As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.
Responsibilities:
- Produce comprehensive financial reports and analyses for month end.
- Independently conduct financial forecasting and trend analysis.
- Develop and update complex financial models.
- Analyze profit-and-loss statements and provide recommendations.
- Analyze and forecast cashflow.
- Research and analyze economic progressions impacting financial planning.
- Collaborate on the development of financial strategies.
- Support the preparation of budget proposals and schedules.
- Ensure accuracy and reliability of financial data and reports.
- Participate in scenario analysis for future business planning.
- Present financial insights to management as needed.
Skills:
- Comprehensive Data Analysis: Proficient in complex financial data analysis. Excel proficiency, and preferred experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).
- Forecasting: Skilled in performing detailed financial forecasting.
- Advanced Modeling: Proficient in developing and updating complex financial models.
- Report Analysis: Ability to produce and interpret comprehensive financial reports.
- Strategic Insight: Providing insights based on financial data and trend analysis.
- Economic Research: Proficient in researching and analyzing economic trends.
- Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
- Presentation Skills: Capable of presenting financial data and insights effectively.
Qualifications:
Education: Bachelor's degree in accounting or finance preferred or related degree; or equivalent experience.
Experience: 3+ years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Job Description

Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

Meet with clients to understand their goals and create personalized plans
Recommend investment and insurance solutions that fit their needs
Review and adjust portfolios as needed
Build long-term client relationships based on trust and results
Stay up-to-date with financial trends and opportunities

What We’re Looking For
Mutual Funds and Life Insurance licenses (in good standing)
CFP® designation (or working towards it)
At least 3 years of client-facing financial services experience
Great communication and relationship-building skills
A proactive mindset and a passion for helping others

Why Join Us?

Competitive salary + performance-based bonus
Growth opportunities with clear career path and mentorship

Job Description

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520- $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.

remote work

Job Description

Job Description

Work. Wonders.

Get inspired - Adjust Your Altitude in Alberta, Canada come and be a part of this amazing organization. 

At Travel Alberta, we are redefining what it means to be a tourism and economic development leader in Canada. As the provincial destination management organization, we’ve embraced an ambitious goal: doubling Alberta’s tourism sector to $25 billion in annual visitor spending by 2035. This bold vision reflects our commitment to transforming Alberta into a premier destination for both visitors and investors, driving sustainable economic growth while creating unforgettable itineraries and experiences that showcase our breathtaking landscapes, vibrant cities, and rich cultural heritage.  

Position Summary

Reporting to the Director of Finance, our Manager, Financial Planning & Analysis leads Travel Alberta’s financial planning and analysis function, including budgeting, forecasting, and financial insight generation. This position is responsible for delivering accurate forecasts, building financial models, and providing meaningful analysis to support strategic decision-making. 

Our manager oversees the annual budget cycle and rolling forecasts, ensuring alignment with organizational goals and enhancing the accuracy and efficiency of financial planning. By analyzing financial trends and performance metrics, the Manager offers clear, actionable insights that inform executive decisions and support the achievement of key business objectives. 

In partnership with internal stakeholders, our manager champions process improvement initiatives, applies strong accounting knowledge to strengthen financial practices, and ensures the organization’s financial planning aligns with its long-term strategic direction. 

Leadership and Collaboration 

Our Manager, Financial Planning & Analysis demonstrates strong people leadership by fostering a high-performance culture built on trust, accountability, and collaboration. This role demonstrates leadership by fostering strong relationships across the Finance team and with internal business partners.  Through collaboration, influence, and clear communication, the manager creates a supportive environment where team members are empowered to grow, take initiative, and deliver exceptional results. 

Key Responsibilities

Budgeting, Forecasting, and Financial Planning: 

• Manage the annual budgeting, forecasting, and long-range financial planning processes. 

• Lead budgeting and forecasting activities that align with organizational goals and priorities. 

• Provide training and support to internal teams on financial planning practices, fostering a culture of continuous improvement. 

• Ensure complex projects are adequately funded and monitored throughout execution. 

• Translate strategic objectives into actionable financial plans that support sustainable growth. 

Financial Modelling and Decision Support: 

• Lead the financial performance analysis process, including insight generation and management reporting. 

• Prepare and present detailed financial reports to senior management and internal stakeholders. 

• Support effective financial administration and ensure compliance with funding requirements and grant utilization. 

• Promote transparency and accountability through timely, accurate, and meaningful financial reporting.  

Financial Governance for Project Delivery:  

• Oversee key vendor relationships and financial administration to ensure alignment with project scopes, timelines, and contractual obligations. 

• Monitor and track total project costs against approved budgets and actual spend to date, enabling accurate variance analysis and proactive financial reporting. 

• Collaborate with cross-functional teams to maintain financial integrity of project scopes, ensuring detailed cost tracking and compliance with internal controls. 

Grant Financial Management and Compliance:

• Oversee financial administration of grants, ensuring alignment with funding agreements, approved budgets, and organizational policies. 

• Review grant expenditure tracking and financial reports prepared by team, assessing accuracy and working with internal stakeholders to resolve discrepancies to ensure compliance. 

• Coordinate with program and finance teams to ensure compliance with grant terms, proper allocation of funds, and audit readiness. 

Process Improvement and Systems Enhancement: 

• Automate and streamline financial processes to enhance efficiency and accuracy. 

• Refine workflows to align with organizational goals and industry best practices. 

• Eliminate unnecessary administrative tasks to simplify procedures. 

• Enhance reporting tools and systems to support better decision-making. 

• Maintain and regularly update documentation for financial processes and tools. 

• Support strategic vendor relationships through consistent financial management practices. 

• Foster continuous improvement and learning through updated systems and tools. 

Stakeholder Engagement:   

• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives. 

• Partner with tourism investment program managers and business units to streamline financial procedures. 

• Promote a collaborative environment that supports effective communication, problem-solving, and knowledge sharing. 

• Engage with internal stakeholders to support financial literacy and foster alignment across departments. 

Education, Skills, Experience & Qualifications

Education: 

• Bachelor's degree in Accounting, Economics, Finance or a related discipline. 

Certifications: 

• CPA or CFA qualification required. 

• MBA is considered an asset. 

Experience: 

• Minimum 5 years of experience in financial planning and analysis. 

• At least 2 years of experience in a leadership role. 

• Experience in financial planning and performance monitoring for complex projects. 

Technical Skills: 

• Experience and an understanding of financial management software (e.g., MS Dynamics, NAV, SAP, QuickBooks). 

• Advanced knowledge of Microsoft Excel and MS Office 365. 

• Expert financial modeling and analytical skills. 

• In-depth knowledge of accounting principles, financial performance analysis, and management reporting. 

Strategic and Analytical Skills: 

• Ability to align financial planning, budgeting, and forecasting with Travel Alberta’s strategic objectives. 

• Experience analyzing financial data to identify trends, risks, and growth opportunities that inform long-term decision-making. 

• Skilled at translating complex financial information into actionable insights for senior leadership. 

• Demonstrated capability to support organizational goals through effective resource allocation and financial scenario planning. 

• Strong understanding of the business environment and its impact on financial performance and planning. 

Communication Skills: 

• Exceptional communication and presentation skills. 

• Able to effectively communicate financial information to non-technical stakeholders. 

• Effective communicator with the ability to present complex financial data in clear and compelling ways while communicating financial matters effectively to senior leadership and external stakeholders. 

• Collaborative, with strong interpersonal skills and a consultative approach to stakeholder engagement. 

Workplace Effectiveness: 

• Excellent organizational skills and the ability to meet deadlines. 

• Must be able to adapt quickly and operate effectively within new and challenging environments. 

• Strong attention to detail and problem-solving abilities. 

• Results-driven mindset focused on achieving performance goals. 
  
  *We kindly thank all agency partners, we will NOT require support to fill this role. We kindly request no phone calls nor emails*

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Job Description

Job Description

Agency Financial Planning Manager - Desjardins Insurance Office

Location:
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Successfully complete projects from time to time with the Insurance company.
• Meet monthly sales quota's.
• Maintain book of business/portfolio in a complaint manner. Follow all corporate guidelines.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• IFIC license
• LLQP license
• Must be able to work under pressure and excel in a team oriented enviornment

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.