Financial Advisor - Financial Planning

City of Kingston

Kingston

On-site

CAD 86,000 - 107,000

Full time

6 days ago
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Benefits offered by this job

OMERS pension
Vacation entitlements
Wellness programs
Training opportunities
Flexible work arrangements
Discount transit
Learning resources
Relocation assistance

Job summary

The City of Kingston seeks a Financial Advisor - Financial Planning to deliver client-focused budgeting, forecasting, and financial analysis. You will partner with service leaders to translate business needs into reliable financial information and recommendations.

Embedded within Financial Services, you will support annual budgets, in-year monitoring, and strategic initiatives, while ensuring compliance with municipal accounting standards and processes.

Qualifications

  • 3-year diploma in Finance, Business Administration or related field.
  • University degree in Finance, Accounting, Business Administration, Economics or related field preferred.
  • CPA designation or equivalent experience.
  • 3+ years in financial planning, budgeting, forecasting, accounting or controllership.
  • Experience advising operational clients or program areas.
  • Strong Excel, modelling, reporting and process improvement skills.

Responsibilities

  • Serve as the primary contact for financial services to assigned groups.
  • Build trusted relationships with service leaders and staff.
  • Provide timely financial advice, options and recommendations.
  • Translate policies into clear information for non-financial audiences.
  • Lead or coordinate annual operating and capital budgets and multi-year forecasts.
  • Develop financial models, scenarios and sensitivity analyses.
  • Prepare monthly/quarterly/year-end results and variance explanations.
  • Support reporting, risk assessment and strategic initiatives.

Skills

Advanced Excel
Analytical thinking
Communication skills
Project management

Education

Diploma in Finance/Business Administration (3-year)
University degree in Finance/Accounting/Business Administration
CPA designation or equivalent

Tools

Microsoft Excel
Financial systems
BI/reporting tools

Job description

The Details

Job Title: Financial Advisor - Financial Planning

Job Number: J1026-0137

Job Code: NU044

Job Category: Accounting/Finance/Cashiering

Bargaining Unit: Non-Union

Job Type: Full Time

Employment Type: Replacement

Number of Positions: 1

Hours of Work: 35 hrs/wk

Salary: $85,799.10 - $107,172.54/Year

Date Posted: October 22, 2026

Closing Date: November 12, 2026

The Role

Reporting administratively to the Manager, Financial Planning, the Financial Advisor provides client-focused financial planning, analysis, advisory and controllership support to assigned City service and departmental groups. The position works directly with Commissioners and operational leaders to translate service plans, operational decisions and business requirements into reliable financial information, forecasts, options and recommendations.

The role supports annual and multi-year operating and capital budget development; in-year monitoring and variance analysis; business cases; financial modelling; performance reporting; grant and reserve analysis; and continuous improvement of financial processes and controls. While embedded with service areas for day-to-day collaboration and work prioritization, the position remains part of Financial Services and is accountable to the Manager, Financial Planning for administrative supervision, professional practice, corporate financial standards, performance management and workload coordination.

Meet your department...

We manage the City's finances to ensure transparency, accuracy, and long-term sustainability. Our team oversees budgeting, accounting, and financial reporting, providing the resources and analysis that keep City operations running effectively.

What you'll do...
Financial advisory and business partnership
  • Serve as the primary Financial Services contact for assigned service and departmental groups.
  • Build trusted working relationships with service leaders and staff; understand their programs, drivers, service plans and operating pressures.
  • Provide timely, practical financial advice, options and recommendations that support evidence-informed management decisions.
  • Translate financial policies, requirements and results into clear, accessible information for non-financial audiences.
Operating and capital budget development, long-term planning and forecasting
  • Lead or coordinate assigned service-area submissions for annual operating and capital budgets, multi-year forecasts and related budget documents.
  • Develop financial models, scenarios and sensitivity analyses for service changes, staffing, user fees, projects, growth, asset renewal, reserves and funding strategies.
  • Assess financial implications, affordability, sustainability and alignment with approved plans and Council direction.
  • Support long-range financial planning and the integration of service planning with corporate budget processes.
In-year financial management, monitoring and reporting
  • Prepare, review and interpret monthly, quarterly and year-end financial results, forecasts, variance explanations and corrective-action options.
  • Identify emerging financial risks, pressures, opportunities, trends and control issues; provide early warning and recommendations to service leaders and Financial Services management.
  • Support accurate and timely financial reporting, year-end processes, accruals, reconciliations and audit requirements for assigned portfolios.
  • Ensure reports and analyses are complete, reliable, timely and suitable for management, senior leadership and Council reporting.
Financial analysis, business cases and special initiatives
  • Provide financial analysis for service reviews, program and policy changes, procurement initiatives, partnerships, grant opportunities, agreements and other strategic initiatives.
  • Develop and review business cases, cost-benefit analyses, lifecycle costing, financial impact assessments and implementation plans.
  • Participate on cross-functional project teams, committees and task forces as the financial subject-matter resource.
  • Support development of briefing materials and financial content for reports to senior management, committees and Council.
Financial systems, controls, processes and capability building
  • Promote adherence to corporate financial policies, procedures, internal controls, delegation-of-authority requirements, accounting standards and applicable legislation.
  • Identify and implement improvements to financial processes, reports, data quality, systems use and self-service tools.
  • Provide coaching, orientation and guidance to assigned service-area staff on budget, forecasting, financial reporting and financial management practices.
  • Contribute to corporate financial policies, procedures, templates, standards and training materials.
To qualify, you'll need...
  • 3-year diploma in Finance, Business Administration
  • University degree in Finance, Accounting, Business Administration, Economics, Public Administration or a related field of study preferred
  • Chartered Professional Accountant (CPA) designation, or an equivalent combination of education and substantial relevant experience
  • Three (3) years of progressively responsible experience in financial planning, budgeting, forecasting, financial analysis, accounting or controllership
  • Experience providing financial advice and support to operational clients or program/service areas
  • Experience with budget development, variance analysis, financial modelling, management reporting and process improvement
  • Working knowledge of Canadian public-sector accounting concepts, including PSAB, and internal-control principles
  • Municipal finance, municipal budgeting or local-government experience preferred
  • Experience with Ontario municipal legislative and policy frameworks, including the Municipal Act, 2001, municipal budget requirements, development charges, user fees, reserves and asset-management planning, as applicable preferred
  • Experience with enterprise financial systems and business-intelligence/reporting tools preferred
  • Advanced Microsoft Excel skills, including financial modelling and data analysis
  • Demonstrated ability to interpret complex financial information and communicate it clearly to varied audiences
  • Strong consulting, relationship-management, facilitation and customer-service skills
  • Sound judgement, problem-solving, organization and project-management skills; ability to manage competing deadlines and shifting priorities
  • Ability to prepare concise, accurate reports, briefings, presentations and recommendations
  • Proficiency using financial systems, reporting tools and Microsoft 365 applications
  • Experience with the City's financial, budgeting, procurement, reporting or document-management systems preferred
  • Experience developing dashboards, performance measures or data visualizations preferred
  • Required to obtain and maintain a satisfactory criminal record check
  • Must demonstrate corporate values of Belonging, Collaboration, Accountability, and Innovation
Why us?

Join a team that's building more than a city - we're building a community where people thrive. At the City of Kingston, your work has real impact: safer streets, greener spaces, inclusive experiences, innovative transit, creative public spaces, and brighter futures for all.

We're more than just a municipal government - we're a team of problem-solvers, innovators, and community-builders who take pride in shaping the place we call home. As an employer, we're committed to your growth, your well-being, and creating an environment where every voice counts. Your career is more than a job - it's where your impact begins.

Why you'll love it here...

We provide our employees with a comprehensive and competitive total rewards package, which may include extended health coverage, travel and life insurance, and long-term disability. Specific benefits can vary depending on your role and terms of employment.

  • OMERS defined pension plan
  • Vacation entitlements
  • Employee wellness and assistance programs and resources
  • Ongoing training and education opportunities
  • Flexible work arrangements
  • Corporate perks such as discounted transit and fitness passes
  • Learning & development resources and networks
  • Relocation assistance and local resources

Accommodations are available at all stages of the recruitment and selection process to support a barrier‑free experience for all candidates in accordance with the Ontario Human Rights Code (OHRC) and the Accessibility for Ontarians with Disabilities Act (AODA). If you require any accommodations, please let us know. For more information, you can contact us at hrcity@cityofkingston.ca.

Our commitment

The City of Kingston acknowledges that we are on the traditional homeland of the Anishinabek, Haudenosaunee, and the Huron-Wendat, and thanks these nations for their care and stewardship over this shared land.

Today, the City is committed to working with Indigenous peoples and all residents to pursue a united path of reconciliation.

Learn more about the City's reconciliation initiatives.

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