Director, Financial Planning & Analysis (FP&A)

Questrade Financial Group (QFG), through its companies - Questrade,  Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

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

• Health & wellbeing resources and programs

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy

We’re looking for our next Director, FP&A. Could It Be You?

The Director, Financial Planning & Analysis (FP&A) is a key leadership role within the Finance team, designed to deliver insightful financial information and strategic analysis to the Executive Team and Board of Directors. Contributing directly to the success of Questbank and Questrade Financial Group, this role leads the business case and investment process, budget and forecast functions, and comprehensive management reporting. The Director plays a pivotal role in tracking headcount investments and overall financial performance while leading precise, fact-based upfront analysis for upwards of $100MM in new yearly initiatives, ensuring alignment with both short- and long-term corporate strategic objectives.

Need more details? Keep reading…

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

• Leading the development, monitoring, and reporting for all business cases within the organization. Oversee precise and fact-based upfront analysis, ongoing monitoring, and reporting to the executive team for upwards of $100MM in new initiatives annually to ensure success.

• Directing and driving the preparation and consolidation of the annual budget and monthly rolling forecasts. Collaborate closely with division leaders to ensure all assumptions are tested and vetted properly, ownership exists at the division level, and consensus is gained to align on organizational goals.

• Leading the comprehensive monthly review of consolidated financials against the budget. Provide in-depth analysis to division leaders and the executive team focusing on KPIs, key ratios, and delivering value-added commentary on next steps to keep the company on track for its long-term strategic goals.

• Driving rigorous financial modeling for all acquisitions and special projects. Work closely with corporate development to ensure detailed and accurate models covering organic growth, acquisition-related growth, integration economics, income statements, balance sheets, cash flows, and covenants, enabling Senior Management to make informed decisions.

• Being responsible for all management reporting to division leads, the executive team, and the board (including Management Reports, Journey Reports, business KPIs, key ratios, corporate scorecards, and MD&A) against the budget, forecast, prior year, prior month, and the 5-year plan. Ensure consistency across corporate and business unit reporting.

• Serving as the primary FP&A system lead, driving continuous improvement and automation in financial processes, reporting frameworks, and data integrity.

• Partnering with senior leadership, Treasury, and Risk Management to ensure financial reporting consistency, liquidity tracking, and holistic strategic decision-making support.

• Structuring, managing, and mentoring the FP&A team to align with corporate requirements. Set clear performance objectives, provide regular feedback, and foster a high-performance culture.

So are YOU our next Director, FP&A? You are if you…

• Have a Post-secondary degree/diploma in Finance, Accounting, Business, or a related field.

• Have a completed CPA or equivalent accounting designation

• Have 10+ years of experience in the financial industry

• Have 5+ years of experience in a similar FP&A role

• Have 5+ years in a management role

• Have advanced financial modeling, budgeting and analytical skills.

Additional kudos if you…

• Have experience in financial services, wealth management, or banking (highly beneficial for Questbank).

• Have experience with enterprise FP&A and ERP systems such as NetSuite or Oracle EPBCS (Hyperion)

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, with multiple office locations around the world, 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. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence - not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

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.