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Financial Planning & Analysis Consultant
@ Co-operators
Burlington, ON · Regina, SK · Guelph, ON
Overview
Co-operators is hiring a Financial Planning & Analysis Consultant for its Corporate Finance Planning & Analysis department. The role builds financial models, budgets and business cases, and supports benefits realization for business transformation. The position is full-time, hybrid with two office days per week, and pays $72,847 to $121,411.
Responsibilities:
- Build financial models for budgets, forecasts and multi-year plans
- Support financial business cases and benefit realization models
- Work with business partners and EPPO on funding requests
- Research best practices and competitive, economic and regulatory trends
- Present short and long-term performance recommendations to business partners
Requirements summary:
- University degree in business, finance, accounting or related field
- 5 to 7 years of financial planning and analysis experience
- Professional designation (CA, CMA, CBV or MBA) is an asset
- Strategic financial analysis and business partner collaboration
- Ability to influence decisions and lead change
- Background check required
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-11-13
- First seen by our source
- 2026-11-13
- Source record updated
- 2026-11-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Finance & accounting |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Background checks | criminal record |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Finance, Accounting |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Co-operators
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.
Full company description
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Proudly Canadian since 1945.
- LinkedIn followers
- 71,299
- People associated on LinkedIn
- 7,905
- Reported office locations
- 101 Cooper Dr, Guelph, Ontario N1C 0A4, CA
- 1920 College Avenue, Regina, SK, CA
- 6700 Macleod Trail SE, Calgary, AB, CA
- 151 North Service Road, Burlington, ON L7R 4C2, CA
- 2000, McGill College, bureau 810, Montréal, Québec H3A 3H3, CA
- Business categories
- Education
- EdTech
- Insurance
- E-Learning
- Other recorded names
- Co-operators
- Specialties
- Home
- Auto
- Life
- Investments
- Group
- Business
- Farm
- Travel
- Commercial
- and Wealth
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Guelph, Ontario |
| Organization type | Privately Held |
| Specialties | HomeAutoLifeInvestmentsGroupBusinessFarmTravelCommercialand Wealth |
| Open jobs on Jobsy | 187 |
| View page |
#IN-DNI #LI-DNI
Company: CGL
Department: Corp Fin Plan & Analysis
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant
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 Financial Planning & Analysis Consultant will apply comprehensive knowledge of business performance drivers of financial risk and return to identify areas for improvement. This individual will work closely with Decision Support teams, the Enterprise Project Portfolio Office (EPPO), and the Enterprise Transformation Office (ETO) to help demonstrate the impacts of business transformation to the enterprise. This individual ensures business decisions are grounded in sound and balanced financial analysis, demonstrating an ability to deeply understand the business area. This individual will work closely with corporate business partners to support the financial analysis required for decision making and benefits realization.
How you will create impact:
- Evaluate financial condition and create complex financial models for budgets, forecasts, and multi-year plans.
Support the development of financial business cases that incorporate an understanding of constraints and potential scenarios. - Support the creation of benefit realization models and identification of metrics driving performance variances, working with the appropriate teams to communicate and highlight implications.
- Enhance internal partnerships to create innovative solutions to translate business roadmap into opportunities sizes.
Understand financial implications during roadmap planning discussions. - Work alongside EPPO to develop funding requests in line with enterprise prioritization frameworks.
- Research best practices and analyze competitive, economic, and regulatory environment to identify complex issues and advantages.
- Research appropriate financial management tools and analytic techniques that assist in achieving financial objectives.
- Recommends short-term and long-term solutions for improved performance through the delivery of effective presentations to business partners.
To join our team:
- University degree in Business/finance/accounting, or related discipline.
- You have 5-7 years of experience in financial planning and analysis or in a related field.
- Having or working towards professional accounting designation or appropriate professional qualifications (CA, CMA, CBV or MBA) is an asset.
- Working knowledge in strategic financial analysis.
- Proven ability to collaborate with business partners and provide financial analysis.
- Ability to influence decision making.
- Demonstrated ability to initiate, lead and manage change.
How you will succeed:
- You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
- You have strong communication skills to clearly convey messages and explore diverse points of view.
- You build trusting relationships and provide guidance to support the development of colleagues.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary/hourly range $72,847.00 to $121,411.00
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
Co-operators uses artificial intelligence (AI) tools to support the screening and assessment of applicants for opportunities as part of a fair, transparent, and inclusive process. These tools assist our team but do not make final decisions. All decisions are reviewed and made by our teams to ensure fairness and alignment with Co-operators’ values. If you choose to opt out of the AI screening, please let our Talent Acquisition Team know when they reach out to you.
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