Top Benefits
About the role
Company: CLIC
Department: Decision Support
Employment Type: Regular Full-Time
Work Model: Hybrid
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 cooperative 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.
Our Financial Planning & Analysis team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, data-driven decisions. We think innovatively and strategically to solve business problems and strive to move our business forward.
The AVP, Financial Planning and Analysis supports Co-operators Life Insurance Company (CLIC) and its stakeholders through the development of financial plans and targets, the creation of insightful reporting materials and consulting operational areas to maximize effectiveness.
The responsibilities of the AVP, Financial Planning and Analysis includes strategic financial analysis and decision support on expense and capital management issues, plans and budgets, Life industry comparisons, support in the analysis of mergers, acquisitions and divestiture opportunities and coordination of consulting arrangements through the business. This individual is a key member of the Finance and Life Manufacturing teams. This individual will work closely with business partners at all levels of leadership to lead the financial analysis required to support decision making.
How you will create impact:
- Oversee the selection and development of highly skilled, effective and engaged teams.
- Lead the creation of insightful reporting materials to communicate our results to stakeholders at all levels of leadership
- Work closely with business partners at all levels of leadership to lead the financial analysis required to support decision making.
- Lead the creation of the annual financial plan and forecasts, including the alignment on key objectives with our distribution and manufacturing partners. Work with management to provide appropriate combined plans for CLIC and EMT review. Manage preparation of financial plans.
- Ensure the robustness, precision and effectiveness of information-gathering and report production.
How you will succeed:
- You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
- You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
- You foster innovation and continuous improvement with a focus on client experience.
- You create a high-performance culture through alignment of your team’s work with organizational goals and successfully convey messages with a sense of positive advocacy.
- You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.
To join our team:
- You have a minimum of three (3) years of experience of people leadership experience and deep working knowledge in Financial Planning & Analysis.
- You have a post-secondary degree in Accounting, Business or a related discipline.
- You hold a professional accounting designation or appropriate professional qualifications (CPA, CFA, and/or MBA).
- You are an experienced people leader, well-skilled in leading and coaching a high-performance team with the ability to drive commitment, engage teams and remove obstacles.
- You have a demonstrated capacity to handle complex, diversified information, streamline it, and use it to generate actionable insights for your stakeholders.
- You have a strong ability to collaborate with business partners and provide financial analysis in support of their strategy.
- You have a highly developed understanding of the financial services industry, operations, risk, opportunities, techniques and tools used to manage the financial aspects of a multi-entity, multi-line insurance organization.
- Experience in Life Insurance financial planning and analysis under IFRS 17 is an asset.
What you need to know:
- You will travel occasionally.
- 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.
About Co-operators
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.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
Top Benefits
About the role
Company: CLIC
Department: Decision Support
Employment Type: Regular Full-Time
Work Model: Hybrid
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 cooperative 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.
Our Financial Planning & Analysis team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, data-driven decisions. We think innovatively and strategically to solve business problems and strive to move our business forward.
The AVP, Financial Planning and Analysis supports Co-operators Life Insurance Company (CLIC) and its stakeholders through the development of financial plans and targets, the creation of insightful reporting materials and consulting operational areas to maximize effectiveness.
The responsibilities of the AVP, Financial Planning and Analysis includes strategic financial analysis and decision support on expense and capital management issues, plans and budgets, Life industry comparisons, support in the analysis of mergers, acquisitions and divestiture opportunities and coordination of consulting arrangements through the business. This individual is a key member of the Finance and Life Manufacturing teams. This individual will work closely with business partners at all levels of leadership to lead the financial analysis required to support decision making.
How you will create impact:
- Oversee the selection and development of highly skilled, effective and engaged teams.
- Lead the creation of insightful reporting materials to communicate our results to stakeholders at all levels of leadership
- Work closely with business partners at all levels of leadership to lead the financial analysis required to support decision making.
- Lead the creation of the annual financial plan and forecasts, including the alignment on key objectives with our distribution and manufacturing partners. Work with management to provide appropriate combined plans for CLIC and EMT review. Manage preparation of financial plans.
- Ensure the robustness, precision and effectiveness of information-gathering and report production.
How you will succeed:
- You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
- You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
- You foster innovation and continuous improvement with a focus on client experience.
- You create a high-performance culture through alignment of your team’s work with organizational goals and successfully convey messages with a sense of positive advocacy.
- You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.
To join our team:
- You have a minimum of three (3) years of experience of people leadership experience and deep working knowledge in Financial Planning & Analysis.
- You have a post-secondary degree in Accounting, Business or a related discipline.
- You hold a professional accounting designation or appropriate professional qualifications (CPA, CFA, and/or MBA).
- You are an experienced people leader, well-skilled in leading and coaching a high-performance team with the ability to drive commitment, engage teams and remove obstacles.
- You have a demonstrated capacity to handle complex, diversified information, streamline it, and use it to generate actionable insights for your stakeholders.
- You have a strong ability to collaborate with business partners and provide financial analysis in support of their strategy.
- You have a highly developed understanding of the financial services industry, operations, risk, opportunities, techniques and tools used to manage the financial aspects of a multi-entity, multi-line insurance organization.
- Experience in Life Insurance financial planning and analysis under IFRS 17 is an asset.
What you need to know:
- You will travel occasionally.
- 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.
About Co-operators
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.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.