Senior Portfolio Planning Specialist

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; Hybrid; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Career development

Health & Wellness

Time off

Financial security

Job summary

Canada Life is strengthening enterprise delivery by building a centralized Business Project Management Office within Canadian Operations Business Enablement. The Senior Portfolio Planning Specialist will manage intake requests, support capacity planning, and facilitate prioritization across the organization, delivering timely insights to leadership.

The role requires strong analytical and stakeholder management skills, with expertise in Power BI, resource planning, and governance in a regulated

Qualifications

• 2+ years of progressive experience in project, program, or portfolio management.
• Experience in portfolio governance, reporting, and prioritization.
• Advanced proficiency in Power BI or a comparable enterprise reporting and analytics tool is required.
• Working knowledge of financial management practices, including budgeting, forecasting, and variance analysis.
• Experience with resource management, capacity planning, and forecasting.
• Experience in a regulated environment, preferably within insurance or financial services.

Responsibilities

• Manage a centralized intake process for requests and ensure clarity for stakeholders and teams.
• Review incoming requests for completeness, feasibility, strategic alignment, and business impact.
• Prepare, facilitate, and lead regular intake meetings and stakeholder communications.
• Apply intake scoring and prioritization frameworks to support objective decision-making.
• Lead intake reviews to assess resource requirements and identify capacity constraints.
• Partner with BPMO & COBE leaders to prioritize work, manage dependencies, and address resource challenges.
• Manage, monitor, analyze, and report on project resource allocation across BPMO & COBE.
• Develop and maintain organizational Portfolio Dashboard and centralized resource management dashboards and reporting.

Skills

Portfolio management

Analytical skills

Reporting

Stakeholder management

Forecasting

Resource planning

Organizational skills

Education

University degree

Tools

Power BI

Clarity PPM

Power Apps

Job description

Canada Life is strengthening enterprise delivery through the continued build-out of a centralized Business Project Management Office (BPMO) within Canadian Operations Business Enablement.

Reporting to the Manager, Planning & Intake, the Senior Portfolio Planning Specialist is responsible for managing intake requests, supporting resource capacity planning, and facilitating prioritization activities across the organization.

This role works closely with stakeholders to assess new requests, evaluate resource availability, coordinate prioritization discussions, and maintain transparency through accurate reporting and executive dashboards. The specialist will provide timely insights and recommendations to support leadership decision-making and ensure alignment of initiatives with business priorities and capacity constraints. Success in this role requires strong analytical, communication, and stakeholder management skills, with the ability to collaborate effectively across all levels of the organization.

What you will do:

Manage a centralized intake process, providing a single channel for requests and ensuring clarity for stakeholders and teams.

Review and assess incoming requests for completeness, feasibility, strategic alignment, and business impact.

Prepare, facilitate, and lead regular intake meetings and stakeholder communications.

Apply intake scoring and prioritization frameworks to support objective decision-making.

Lead intake reviews to assess resource requirements and identify capacity constraints.

Partner with BPMO & COBE leaders to prioritize work, manage dependencies, and address resource challenges.

Manage, monitor, analyze, and report on project resource allocation across BPMO & COBE.

Develop and maintain organisational Portfolio Dashboard

Develop and maintain centralized resource management dashboards and reporting.

What you will bring:

2+ years of progressive experience in project, program, or portfolio management, including portfolio governance, reporting, and prioritization.

Strong analytical and reporting skills, with the ability to transform portfolio data into meaningful dashboards and executive-level insights.

Advanced proficiency in Power BI or a comparable enterprise reporting and analytics tool is required.

Working knowledge of financial management practices, including budgeting, forecasting, and variance analysis.

Experience in resource management, capacity planning, and forecasting.

Strong organizational and planning skills, with exceptional attention to detail and the ability to manage multiple priorities, deadlines, and governance cycles simultaneously.

Experience with Clarity PPM is considered a strong asset.

Experience with AI agents and Power Apps is an advantage

Experience working in a regulated environment, preferably within insurance or financial services, with exposure to Finance, Risk, and governance functions.

University degree in Business, Technology, or a related field. PMP, PfMP, Agile, and/or Scrum certifications are considered assets.

The base salary for this position is between $80,400 - $130,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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Location: Toronto, ON, CA London, ON, CA Winnipeg, MB, CA