Head of Financial Planning & Analysis and Capital Management

Community Trust Company; Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Head of Financial Planning & Analysis and Capital Management to drive performance and strategic recommendations. This pivotal role involves leading a talented team, optimizing financial models, and collaborating with executives to enhance business performance. With a focus on continuous growth and innovation, the position offers a unique opportunity to shape the future of financial services. Join a diverse and inclusive environment where your expertise will be valued, and make a significant impact in a forward-thinking organization dedicated to redefining the fintech landscape.

Benefits

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Work-life balance in a hybrid environment

Career growth and development opportunities

Opportunities to contribute to community causes

Qualifications

• 10+ years in regulated financial services, with 5+ in a Deposit-Taking Institution.
• Expert in financial modeling for Deposit-Taking Institutions (DTIs).

Responsibilities

• Lead and manage a skilled team, driving change and improvement.
• Develop financial models and manage performance reporting for CTC.

Skills

Financial Modeling

Communication Skills

Organizational Skills

Multitasking

Leadership

Analytical Skills

Education

Bachelor's degree in Finance, Economics, or Accounting

Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)

Job description

Head of Financial Planning & Analysis and Capital Management

Toronto, ON, Canada

Job Description

Posted Friday, March 28, 2025 at 4:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

1. Health & wellbeing resources and programs
2. Paid vacation, personal, and sick days for work-life balance
3. Competitive compensation and benefits packages
4. Work-life balance in a hybrid environment with at least 3 days in office
5. Career growth and development opportunities
6. Opportunities to contribute to community causes
7. Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Head of FP&A and Capital Management. Could it be you?

The Head of FP&A and Capital Management partners closely with Community Trust Company (CTC), future Questbank and Questrade executives and management to support business priorities, understand business performance, and propose actions to drive CTC and Questrade performance. This role delivers business value by focusing on:

1. Insightful performance reporting for Executives and Board
2. Driving KPI development and monitoring performance against KPIs
3. Working with Treasury and Capital markets to optimize NIM and funding mix
4. Recommending business enhancements supportive of driving performance
5. Annual planning and ongoing forecasting
6. Stress testing and business case development/review
7. Assessing business opportunities and risks
8. Monitoring and managing capital, including the ICAAP
9. Managing business relationships within CTC and across Questrade

In this role, responsibilities include but are not limited to:

1. Leading and managing a team of skilled and specialized staff, driving change and improvement across people, process, and technology.
2. Developing and maintaining finance-business partnerships across the Questrade Journey’s, within Community Trust Company and with Questrade Finance.
3. Building and cultivating a skilled and engaged team through hiring top-tier talent, providing comprehensive training and mentorship, and fostering a positive and collaborative work environment.
4. Establishing and maintaining strong working relationships across CTC and Questrade.
5. Owning and managing financial and performance reporting for CTC and Questbank.
6. Managing the forward-looking perspective of business performance and capital adequacy.
7. Assisting in the development, monitoring, and reporting for business cases within CTC and Questbank.
8. Improving, developing, and maintaining financial models, while increasing controls, validation, and documentation.
9. Collaborating with CTC’s second line to develop stress testing and sensitivities in support of ICAAP and LCFP.
10. Participating as a Subject Matter Expert (SME) in cross-enterprise projects and product launches.

So are YOU our next Head of FP&A and Capital Management? You are if you…

1. Have a Bachelor's degree in Finance, Economics, Accounting, or a closely related business field.
2. Hold Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) designations, or equivalent expertise through relevant experience.
3. Have expert-level proficiency in developing and utilizing financial models tailored for Deposit-Taking Institutions (DTIs).
4. Have exceptional communication skills, with the proven ability to present complex financial analyses and strategic recommendations to executive leadership.
5. Have strong organization and multitasking skills, and the ability to work with a high degree of accountability and initiative.
6. Have demonstrated ability to translate intricate technical and analytical financial information into easily understandable formats.
7. Have a minimum of 10 years of progressive experience within regulated financial services, with at least 5 years specifically within a Deposit-Taking Institution (DTI) environment.
8. Have a minimum of 5 years of demonstrated experience leading and developing high-performing teams within a DTI.
9. Have deep expertise in Internal Capital Adequacy Assessment Process (ICAAP) and capital requirements applicable to DTIs.

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.