Financial Planning & Analysis Student

Co-operators; Guelph; Hybrid; CAD 28,000 - 41,000; Part time

Job summary

Co-operators is seeking a Financial Planning & Analysis Student in Guelph, Ontario to support annual planning, forecasting, and financial analysis for CGIC. You will work with senior finance professionals to deliver insights, build planning models, and drive informed business decisions.

Hybrid work arrangement (2 days in office) and exposure to insurance industry processes provide hands-on learning in corporate finance, reporting, and stakeholder collaboration.

Qualifications

• Currently enrolled in a post-secondary program in Business, Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, Commerce, or related discipline.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Excel and other Microsoft Office applications.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively within a team environment.

Responsibilities

• Support financial planning, forecasting, and budgeting activities across multiple insurance product lines.
• Assist in the preparation of financial reports, presentations, and management reporting materials.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Support maintenance, validation, and documentation of planning models and assumptions.
• Assist with gathering and consolidating information from business partners across Claims, Pricing, Product, and Actuarial teams.
• Contribute to process improvement initiatives that enhance reporting efficiency, data quality, and decision support capabilities.
• Participate in ad hoc analyses and special projects supporting strategic business initiatives.

Skills

Analytical thinking

Problem solving

Written and verbal communication

Independent work

Organizational skills

Attention to detail

Education

Post-secondary program in Business, Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, Commerce or related discipline

Tools

Power BI

SQL

Python

Job description

Company: CGIC
Department: Decision Support
Employment Type: Student
Work Model: Hybrid (2 days in office)
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant

Closing Date: October 25th, 2026

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Finance Decision Support team provides financial planning, forecasting, and analytical support for Co-operators General Insurance Company (CGIC). We partner closely with business leaders across Pricing, Product, Claims, Actuarial, and Finance to develop financial plans, evaluate business performance, and support strategic decision-making. Our team is responsible for delivering insights that help drive sustainable growth, profitability, and operational excellence across the organization.

As a Financial Planning & Analysis Student, you will gain hands-on experience supporting the annual planning process, forecasting activities, financial analysis, and reporting for CGIC. Working alongside experienced finance professionals, you will contribute to business insights, planning models, data analysis, and process improvement initiatives that influence key business decisions.

This role offers an excellent opportunity to develop analytical, financial, and business partnering skills while gaining exposure to the insurance industry and corporate finance environment.

How you will create impact:

• Support financial planning, forecasting, and budgeting activities across multiple insurance product lines.
• Assist in the preparation of financial reports, presentations, and management reporting materials.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Support maintenance, validation, and documentation of planning models and assumptions.
• Assist with gathering and consolidating information from business partners across Claims, Pricing, Product, and Actuarial teams.
• Contribute to process improvement initiatives that enhance reporting efficiency, data quality, and decision support capabilities.
• Participate in ad hoc analyses and special projects supporting strategic business initiatives.

To join our team:

• Currently enrolled in a post-secondary program in Business, Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, Commerce, or a related discipline.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Excel and other Microsoft Office applications.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively within a team environment.
• Demonstrated organizational skills and attention to detail.
• Experience working with large datasets or financial analysis is considered an asset.
• Knowledge of Power BI, SQL, Python, or other analytical tools is considered an asset.

How you will succeed:

• Demonstrate strong analytical thinking and attention to detail.
• Build collaborative relationships with colleagues and business partners.
• Effectively manage competing priorities and deadlines.
• Take initiative in identifying opportunities for continuous improvement.
• Communicate findings and recommendations clearly through written and verbal presentations.
• Apply curiosity and a learning mindset when tackling new challenges and unfamiliar business concepts.
• Leverage technology and data tools to support business decision-making.

What you need to know:

• This is a temporary student/co-op work term position.
• Hybrid work arrangements may apply based on business requirements.
• Occasional interaction with cross-functional stakeholders across Finance, Claims, Product, Pricing, and Actuarial teams.
• The role provides exposure to corporate financial planning, business strategy, and insurance operations.
• Successful candidates must meet all employment requirements and applicable background screening requirements.

What’s in it for you?

• Meaningful work that contributes to real business decisions.
• Hands-on experience in financial planning, forecasting, and strategic analysis.
• Exposure to senior leaders and business partners across the organization.
• Opportunities to develop technical, analytical, and professional skills.
• Continuous learning through coaching, mentoring, and on-the-job experiences.
• A supportive and collaborative team environment that values curiosity, innovation, and growth.
• The opportunity to build a professional network and gain experience within Canada's insurance industry.