New Job Senior Financial Planner & Analysis Analyst In Manitoba

Senior Financial Planner & Analysis Analyst
Senior Financial Planner & Analysis Analyst

Senior Financial Planner & Analysis Analyst

Company : Wellington-Altus Private Wealth Inc
Salary : Details not provided
Location : Manitoba

Full Description

Senior Financial Planner & Analysis Analyst

Location: This position will be based in our Winnipeg office

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $20 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 2022 Brokerage Report Card

The opportunity:

Wellington-Altus is currently recruiting for a Senior Financial Planner & Analysis Analyst to join our finance team. Reporting to the The Senior Financial Planner & Analysis Analyst will have a strong background in accounting and a passion for financial planning and analysis.

Key responsibilities include:

  • Supporting the Manager, Financial Planning & Analysis to build out a robust budgeting and forecasting framework.
  • Collaborating with key stakeholders on enterprise project initiatives, by evaluating capital expenditures and reporting on actual vs budget.
  • Developing and maintaining financial models to support organizational decision-making.
  • Participating in meetings with other departments to discuss financial planning and provide financial insights
  • Being the lead financial resource for the project management office.
  • Collaborating with the finance team to deliver financial reporting to senior leadership.
  • Identifying trends in financial performance and provide recommendations for improvements.
  • Performing other duties as assigned.

The ideal candidate will possess:

  • Successful completion of CPA designation.
  • At least 3 years of public practice accounting experience.
  • A strong understanding of financial regulations and accounting standards.
  • An excellent analytical and problem-solving skills.
  • A strong written and verbal communication skills.
  • An ability to work independently and prioritize tasks to meet deadlines.
  • Detail-oriented with strong organizational skills.
  • Proficiency in financial software and Excel.

Conditions of employment:

  • Must be legally eligible to work in Canada.
  • A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment.

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. More information about working at Wellington-Altus can be found on our website at


  • Associate's degree or better in Business Administration
  • Associate's degree or better in Finance

Licenses & Certifications

  • CPA


  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  • Dedicated: Devoted to a task or purpose with loyalty or integrity


  • Financial: Inspired to perform well by monetary reimbursement
  • Self-Starter: Inspired to perform without outside help