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The Mirillion Group

Senior Director, FP&A

Toronto, ON, Canada

Job type: Full-time
Apply by: Sep 25, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

Jump to the original description

Responsibilities

Own the FP&A function for a Canadian wealth management business, including annual planning, rolling forecasts, and long-range outlooks. Partner with senior executives to shape financial narratives and drive strategic investment decisions.

Requirements

Requires 8+ years of progressive FP&A experience, ideally within wealth management or capital markets, and current operation at an AVP level. A CPA, CFA, or MBA is strongly preferred along with a proven ability to translate data into strategic recommendations.

Experience

10+ years

Education

postgraduate degree
professional certificate

Working hours

40 hours per week

Work arrangement

On-site

Skills

Financial Planning And Analysis
Management Reporting
Executive Presence
Business Case Modelling
Strategic Insight
Forecasting
Benchmarking
Team Leadership
Wealth Management
Financial Analysis

Visa sponsorship

Not detected in the job text

Keywords

FP&A
Wealth Management
Asset Management
Capital Markets
CPA
CFA
MBA
Financial Services
Business Case Modelling
Executive Reporting
Strategic Planning
Forecasting
Big 4 Accounting
Regulated Financial Institution

Original job description

The Opportunity

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 strong 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
Big 4 public accounting background

Why This Role?

Genuine succession runway - this seat is built with a future VP/CFO path in mind
Exceptional visibility - direct partnership with senior wealth management leadership
A lateral step up in scope and exposure for someone ready to move beyond an AVP mandate

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