Associate Vice-President, Financial Planning & Analysis

Associate Vice-President, Financial Planning & Analysis

Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2025 Brokerage Report Card.

The opportunity:

The Associate Vice-President, Financial Planning & Analysis (AVP, FP&A) will be responsible for overseeing the annual operating budgeting process and play a key role in shaping the finance team strategic cross functional relations within the business. 

Reporting the Senior Vice- President, Finance & Capital Markets, this role will be critical in achieving the company’s profitability goals.  Working closely with senior management and key stakeholders, the AVP, FP&A will drive organizational success by holding business units accountable to the strategic vision of the company.

Key responsibilities include:

• Leading role in the annual Business Planning and Budget cycle from start to finish, including coordination across all business units on requirements and maintenance of the overall planning calendar.
• Develops regular cadence of in year monthly forecasting.
• Oversight of budgeting and financial planning processes and systems.
• Working with Business Unit leads to build and/or maintain business planning models; run scenario analyses, annual budgets, and forecasts.
• Development and oversight of project accounting/tracking that will meet audit requirements.
• Analyzing and reporting financial and operational results to better understand company performance.
• Develops and maintains dashboards and KPIs to support analysis of the business, including variances to plan, tracking of cost-saving and revenue initiatives
• Communicating to senior management the reasons behind the product/department performance and results.
• Providing detailed analysis and commentary on cost center results and reviewing with cost center owners.
• Reviewing operations and recommending new productivity or cost saving initiatives.
• Collaborates with finance leadership to improve processes and financial systems
• Evaluating previous budgets, expenditures to develop and implement future budgets.
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations.
• Provide insights to senior management around financial modelling, forecasts, and profitability
• Oversee payroll function including management of team and oversight of all statutory filings.

The ideal candidate will possess:

• A post-secondary degree in finance or related field.
• CPA designation required.
• 5+ years’ financial services industry experience, FP&A experience, or relevant analytical experience working in a high growth environment.
• Experience working with large companies with multiple operating divisions.
• Experience in the wealth management or other regulated industry is a strong asset.
• Chartered Professional Accountant (CPA) required.
• Highly proficient with Excel and BI tools.
• Experience with enterprise systems and accounting software.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Excellent analytical skills with the ability to problem solve complex issues.
• Solid business acumen with a practical mindset.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Strong interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually); with the ability to engage with people at all levels.
• Strong organizational skills and attention to detail.
• Strong critical thinking skills.
• Strong written and verbal communication skills.
• Adaptable to a fast-paced changing environment with a high tolerance for ambiguity; ability to manage large volume of competing priorities.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
• Must be able to travel anywhere within Canada, up to 0-5% of the time.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://www.wellington-altus.ca.