14 Sep
|
The Mirillion Group
|
Ontario
14 Sep
The Mirillion Group
Ontario
As Senior Director, FP&A;, you will own financial planning, analysis, and management reporting for a major Canadian wealth management business. You will act as a trusted finance partner to senior wealth management executives, shaping the financial narrative behind business performance, growth initiatives, and strategic investment decisions.
This role is built as a development seat for future finance leadership. The successful candidate will be given genuine exposure to executive decision-making, with the expectation that strong performance opens a path toward a VP or CFO-level role within the business over time.
What You'll Do
Own the FP&A; function for a wealth management business, including annual planning, rolling forecasts, and long-range outlook
Partner directly with senior wealth management leadership on business performance, growth strategy, and investment decisions
Build and deliver executive-level financial analysis, presentations, and business case modelling
Identify trends, risks, and opportunities across revenue, expenses, and strategic initiatives
Lead benchmarking and peer comparisons across the wealth management landscape
Build robust working relationships across the broader Finance leadership team to support career progression toward VP/CFO
Lead, mentor, and grow a team of finance professionals
Must-Have Qualifications
8+ years of progressive FP&A; experience, ideally including exposure to wealth management, asset management, or capital markets
Currently operating at an AVP level or equivalent, ready to make a lateral move into a broader, higher-visibility mandate
Strong executive presence — comfortable presenting directly to senior business leaders
Proven ability to translate financial data into strategic insight and actionable recommendations
CPA, CFA, or MBA strongly preferred
Demonstrated ambition and trajectory toward a VP or CFO-level role
Nice to Have
Experience in a large, regulated Canadian financial institution
Exposure to investment products, advisory platforms, or asset management economics
Experience building or improving forecasting and reporting tools
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📌 Senior Director, FP&A (Ontario)
🏢 The Mirillion Group
📍 Ontario