What Financial Strategies Jobs are in Canada?

• Develop and implement financial strategies to improve profitability, cash flow, and shareholder value.
• Conduct comprehensive financial analysis, including budgeting, forecasting, valuation, and scenario modeling.
• Advise clients on capital structure optimization, fundraising, and mergers and acquisitions (M&A).
• Lead client engagements focused on financial performance improvement and cost management initiatives.
• Manage project teams, ensuring the delivery of high-quality financial insights and recommendations.
• Prepare detailed financial reports, presentations, and business cases for senior management.
• Collaborate with client finance departments to enhance financial planning and analysis capabilities.
• Stay informed about current financial regulations, market trends, and best practices in corporate finance.

• Master's degree in Finance, Accounting, Economics, or a related business field; MBA or CFA designation strongly preferred.
• Minimum of 5 years of relevant experience in financial consulting, investment banking, corporate finance, or FP&A.
• Demonstrated expertise in financial modeling, valuation techniques, and strategic financial planning.
• Strong analytical, problem-solving, and quantitative skills.
• Excellent communication, presentation, and client relationship management abilities.
• Experience managing project teams and delivering complex financial advisory services.
• Ability to work effectively in a **Hybrid** model, balancing remote work with necessary on-site client interaction in **Hamilton, Ontario, CA**.

• Competitive salary package with performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with employer matching.
• Opportunities for professional development and advanced certifications.
• Exposure to a wide range of industries and strategic financial challenges.
• Supportive and collaborative team culture.
• Potential for travel to client sites.

• Develop and implement strategic plans for clients in the banking, insurance, and investment management sectors.
• Conduct market analysis, competitive intelligence gathering, and opportunity identification within financial services.
• Advise clients on digital strategy, fintech integration, regulatory compliance, and risk management.
• Lead project teams, manage client relationships, and ensure successful project delivery.
• Analyze financial performance and operational metrics to identify areas for improvement.
• Prepare and deliver high-quality client presentations, reports, and recommendations.
• Contribute to the firm's intellectual capital and business development efforts in the financial services practice.
• Collaborate with internal experts to deliver integrated solutions to clients.

• Master's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 5 years of experience in management consulting, investment banking, or strategic roles within the financial services industry.
• Deep knowledge of the financial services sector, including banking, capital markets, and insurance.
• Proven experience in strategic planning, digital transformation, or operational improvement projects.
• Strong analytical, quantitative, and problem-solving capabilities.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work effectively in a hybrid work environment, balancing remote and in-office responsibilities.
• Demonstrated ability to manage complex projects and client relationships.
• Located in or able to commute to Markham, Ontario, CA .

• Competitive base salary and substantial performance-based bonuses.
• Comprehensive benefits package including health, dental, vision, and life insurance.
• Generous retirement savings plan and investment opportunities.
• Extensive opportunities for professional development, training, and career advancement within the firm.
• A stimulating and collaborative work environment with exposure to cutting-edge industry challenges.
• Flexible hybrid work schedule promoting work-life balance.
• Relocation assistance may be available for exceptional candidates.

• Lead consulting engagements for financial services clients, addressing strategic and operational challenges.
• Develop and execute strategies for digital transformation, customer experience enhancement, and product innovation within the financial sector.
• Analyze market trends, regulatory changes, and competitive pressures impacting financial institutions.
• Advise clients on risk management, compliance frameworks, and operational resilience.
• Conduct financial analysis, business case development, and performance benchmarking.
• Manage project teams, ensuring timely delivery of high-quality deliverables and fostering client relationships.
• Contribute to business development efforts, including proposal writing and client relationship management.

• Master's degree or MBA with a focus on Finance, Economics, or Business Strategy.
• A minimum of 5-7 years of consulting experience or relevant industry experience within financial services.
• Deep understanding of the financial services industry (banking, insurance, capital markets).
• Proven expertise in strategy development, digital transformation, or operational improvement within FS.
• Strong analytical, problem-solving, and critical thinking capabilities.
• Excellent presentation, communication, and stakeholder management skills.
• Experience managing project teams and client engagements.
• Must be based in or willing to relocate to Kitchener-Waterloo, Ontario , and comfortable with on-site client work.

• Lead strategic engagements for financial services clients, addressing areas such as digital transformation, risk management, regulatory compliance, and customer experience enhancement.
• Conduct in-depth market analysis, competitive intelligence gathering, and operational reviews specific to the financial services industry.
• Develop and present strategic recommendations, business cases, and implementation roadmaps to C-suite executives and boards.
• Manage project teams effectively, ensuring high-quality deliverables and on-time completion.
• Foster and maintain strong, long-term relationships with key stakeholders within client organizations.
• Mentor and coach junior consultants, fostering their development and expertise in financial services.
• Contribute to the development of intellectual capital and thought leadership in financial services consulting.
• Support business development activities, including proposal writing and client relationship building.

• Master's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 7 years of progressive experience in management consulting or a strategic role within the financial services industry.
• Demonstrated expertise in at least two of the following areas: retail banking, investment banking, insurance, wealth management, regulatory compliance (e.g., Basel III, AML).
• Proven track record of successfully leading complex strategic projects for financial institutions.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Outstanding communication, presentation, and interpersonal skills, with the ability to engage effectively with senior executives.
• Strong understanding of the regulatory landscape impacting financial services firms.
• Ability to work independently and collaboratively on-site.

Our client, a growing agricultural cooperative in the **Kitchener-Waterloo, Ontario, CA** region, is seeking a diligent Farm Business Analyst to enhance financial planning and strategic decision-making. This role is crucial for providing insightful financial analysis, budgeting, forecasting, and strategic recommendations to support the cooperative's members and overall business growth. The ideal candidate will possess strong analytical skills, a solid understanding of agricultural economics, and proficiency in financial modeling. You will work closely with farm operators and management to identify opportunities for improved profitability and operational efficiency. This position is fundamental to our client's commitment to supporting the economic vitality of its members in **Kitchener-Waterloo, Ontario, CA**.

• Develop, analyze, and maintain detailed financial models, budgets, and forecasts for farm operations and the cooperative.
• Conduct in-depth analysis of financial performance, identifying trends, variances, and key performance indicators (KPIs).
• Provide strategic financial recommendations to optimize profitability, manage risk, and support long-term business growth.
• Assist farm members with financial planning, cost analysis, and profitability assessments.
• Prepare comprehensive financial reports and presentations for management, board members, and stakeholders.
• Research and analyze market trends, commodity prices, and economic factors impacting the agricultural sector.
• Evaluate the financial feasibility of new projects, investments, and strategic initiatives.
• Support the implementation of financial systems and processes to improve efficiency and accuracy.
• Ensure compliance with financial regulations and reporting requirements.
• Collaborate with cross-functional teams to gather financial data and insights.

• Bachelor's degree in Finance, Accounting, Economics, Agricultural Business, or a related field.
• Minimum of 4 years of experience in financial analysis, business analysis, or a similar role, preferably within the agriculture industry.
• Proven expertise in financial modeling, budgeting, forecasting, and variance analysis.
• Strong understanding of accounting principles and financial reporting.
• Proficiency in financial software and advanced Excel skills; experience with ERP systems is a plus.
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong communication, presentation, and interpersonal skills.
• Ability to work independently and manage multiple priorities effectively.
• Knowledge of the agricultural sector, including common farming practices and economic drivers in **Kitchener-Waterloo, Ontario, CA**, is highly desirable.
• Must be willing to work from our **Kitchener-Waterloo, Ontario, CA** office.

Our client offers a competitive salary, comprehensive health and dental benefits, and a retirement savings plan. Opportunities for professional growth and development within a supportive cooperative environment are provided. This role offers the chance to make a tangible impact on the financial health and strategic direction of agricultural businesses in the **Kitchener-Waterloo, Ontario, CA** region.

We are looking for a strategy-oriented Financial Analyst, reporting to the Finance Manager - Product Strategy & Costing, to support the New Product Development teams in their product strategy decisions. As part of your role, you will contribute to the BRP’s growth and shape its future at the forefront of the product development process.

YOU’LL HAVE THE OPPORTUNITY TO:

• Work in the dynamic and challenging environment of new product development in close collaboration with the engineering, manufacturing, design, purchasing, and global product strategy teams.

• Advise and steer the New Product Development teams toward their financial objectives and optimal financial returns.

• Influence the product portfolio with precise and impactful analysis.

• Prepare business cases and present recommendations to the senior management.

• Bring actionable insights through material cost analysis.

YOU’LL THRIVE IN THIS ROLE IF YOU HAVE THE FOLLOWING SKILLS AND QUALITIES:

• Passion and curiosity

• Strong ability to develop relationships and influence key stakeholders.

• Ability to analyse multiple financial scenarios and to make numbers tell their story (Microsoft Excel).

• Ability to solve problems and find consensus among projects stakeholders.

• Bachelor or Master degree relevant to product finance (business administration, accounting, finance, engineering, etc.)

• MBA, CPA or CFA title are considered as an asset

• Bilingual - French & English (oral and written)

• Three to five (3-5) years of relevant experience

Do you have other qualifications? Tell us what is unique about you that would be a great addition to the team.

ACKNOWLEDGING THE POWER OF DIVERSITY

BRP is dedicated to nurturing a culture that invites, connects, and propels the ambitions of people of all backgrounds, profiles, beliefs and experiences. Ultimately, the diversity and uniqueness of our people fuel our ingenuity and set the course for the path ahead!

For this reason, we value diversity and we strive to always push each other forward to build an inclusive workplace where every employee feels like they belong, where they can grow and find meaning.

AT BRP, WHEN WE TALK ABOUT BENEFITS, WE GO ALL IN.

Let’s start with a strong foundation - You want it, we have it:

• Annual bonus based on the company’s financial results

• Generous paid time away

• Pension plan

• Collective saving opportunities

• Industry leading healthcare fully paid by BRP

What about some feel good perks:

• Flexible work schedule

• A summer schedule that varies by department and location

• Holiday season shutdown

• Educational resources

• Discount on BRP products

WELCOME TO BRP

We’re a world leader in recreational vehicles and boats, creating innovative ways to move on snow, water, asphalt, dirt and even in the air. Headquartered in the Canadian town of Valcourt, Quebec, our company is rooted in a spirit of ingenuity and intense customer focus. Today, we operate manufacturing facilities in Canada, the United States, Mexico, Finland, Australia and Austria, with a workforce made up of close to 17,000 spirited people, all driven by the deeply held belief that at work, as with life itself, it’s not about the destination: It’s about the journey.

#LI-Hybrid
#LI-SP1

Our client, a prestigious management consultancy firm, is seeking a highly analytical and client-focused Senior Strategy Consultant with specialized expertise in the financial services sector. This role involves advising leading banks, insurance companies, and investment firms on critical strategic challenges, market entry, digital transformation, and operational efficiency. You will lead project teams, manage client relationships, and develop innovative solutions that drive tangible business outcomes. This position is based in our bustling Toronto, Ontario, CA office, offering a hybrid work model that balances client-facing engagements and office collaboration with remote flexibility. The ideal candidate will possess a deep understanding of financial markets, regulatory environments, and emerging fintech trends. We are looking for a proactive consultant who can translate complex business problems into actionable strategies and deliver exceptional value to our clients.

• Lead and manage consulting engagements for clients in the financial services industry, from proposal development to project delivery.
• Conduct comprehensive industry analysis, market assessments, and competitive benchmarking.
• Develop strategic recommendations related to growth, market entry, digital transformation, M&A, and operational improvement.
• Build sophisticated financial models and business cases to support strategic recommendations.
• Facilitate workshops and interviews with senior client stakeholders to gather information and build consensus.
• Mentor and guide junior consultants, fostering their professional development.
• Develop and maintain strong client relationships, acting as a trusted advisor.
• Contribute to the firm's intellectual capital and service offerings in financial services strategy.
• Prepare and present high-impact client deliverables, including reports and presentations.
• Stay abreast of current trends, regulatory changes, and technological advancements in the financial services sector.

• Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
• Minimum of 6 years of experience in management consulting, investment banking, or strategic roles within the financial services industry.
• Demonstrated expertise in at least one of the following areas: retail banking, capital markets, wealth management, or insurance.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent project management and team leadership capabilities.
• Superb written and verbal communication skills, with the ability to articulate complex ideas clearly and persuasively.
• Proven ability to build rapport and trust with senior clients.
• Experience with financial modeling, market analysis, and strategy frameworks.
• Ability to thrive in a fast-paced, project-driven environment and work effectively in a hybrid model.
• Proficiency in PowerPoint and Excel is essential.

• Competitive salary and performance-based bonus.
• Comprehensive benefits package including health, dental, and vision insurance.
• Pension plan and retirement savings options.
• Significant opportunities for professional development and career advancement.
• Exposure to diverse and challenging projects within the financial services sector.
• Hybrid work arrangement offering flexibility.
• Dynamic and collaborative work environment in the heart of Toronto, ON .
• Annual performance reviews and salary adjustments.

Application Deadline:

Address:

Job Family Group:

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Executes work to deliver timely, accurate, and efficient service.
• Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
• Good working knowledge of financial industry.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary :

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline:

Address:

Job Family Group:

*Portuguese speaking is required for this position

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary :

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.