Managing Director, Financial Planning & Analysis

Questrade is on a mission to help Canadians to become much more financially successful and secure.

For nearly 30 years, Questrade Financial Group has been delivering on that mission through investing, banking, mortgages, and real estate. Together, we tilt finance in favour of ambitious Canadians, creating new ways for them to seize the financial future they deserve.

We're looking for people who are ready to enter their career inflection point. Mission-driven, exceptional folks that never settle. The work here is hard because the responsibility is real. If that's the standard you've been looking for, keep reading.

Req 4368

The return on your career investment

• Compensation and incentives built to reward the value you bring.
• RRSP matching of up to 6%.
• Health and wellness resources and programs, including $5,000 in mental health practitioner coverage.
• $5,000 in tuition subsidies for job-related courses, every year.
• 100% parental top-up, up to 26 weeks for birthing parents and 18 weeks for non-birthing parents.
• A hybrid environment, with at least three days in the office built for working together.
• Paid vacation, personal, and sick days.
• A community care day to give back to the causes you care about.
  
  

This job posting is for an existing vacancy.

We’re looking for our next Managing Director, FP&A and Strategic Support

The Managing Director, FP&A and Strategic Support is a senior finance leader who can act as strategic delegate for the CFO and is capable of representing the Finance function across key enterprise initiatives and provides direct advisory support to Executives. They are responsible for overseeing the development of Questbank’s financial strategy, corporate forecasting, and performance optimization while aligning with the broader Questrade strategic priorities. This role leads both Corporate FP&A (including Capital Management) and the Finance Business Partnering (FBP) frameworks, establishing a forward-looking, data-driven financial paradigm. The role is fundamentally focused on translating the realities of a regulated Federally Regulated Financial Institution (FRFI) into sustainable strategic growth, optimizing enterprise value, and leveraging cutting-edge AI/ML analytics to accelerate real-time business navigation and efficiency.

Reporting directly to the Chief Financial Officer (CFO) of Questbank, this role will drive the transformation of the bank's end-to-end planning ecosystem. The role will contribute to Questbank's total financial model (comprising P&L, balance sheet, capital allocation, and liquidity metrics) while structurally uniting the Director of FP&A & Capital Management and the specialized Finance Business Partner teams (e.g., Unsecured Lending, Secured Lending, Banking & Deposits) under a single cohesive leadership framework. Actively interfacing with Board-level stakeholders,, and Questrade executive lines, this leader ensures financial frameworks are robust, predictive, and agile amid dynamic market

The Mandate

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

• Partnering directly with the CFO, Board of Directors, and Questbank/Questrade executives to recommend optimal capital allocation decisions, translate complex technical metrics into macro strategic roadmaps, and support long-term enterprise growth.
• Directing corporate financial planning alongside tactical business partnering teams. Oversee the formulation of the annual budget, rolling forecasts, and 5-year strategic financial and capital plans in complete lockstep with Treasury, Risk, and Accounting functions.
• Championing enterprise-wide finance modernization initiatives. Drive the integration of advanced analytics, ML, and AI capabilities into core Finance and FP&A processes to enable real-time "What-If" portfolio simulations, automated executive/Board performance reporting, and heightened scenario-testing accuracy.
• Ensuring robust institutional compliance with FRFI and Deposit-Taking Institution (DTI) frameworks. Provide strategic oversight for the Internal Capital Adequacy Assessment Process (ICAAP), stress-testing frameworks, sensitivity analyses, Net Interest Margin (NIM) optimization, and structural funding mixes in coordination with the Second Line of Defense and Treasury & Capital Markets
• Cultivating a sophisticated finance business partnering architecture to challenge and guide product leaders across Banking, Unsecured and Secured business groups on pricing, commercial positioning, and business case viability for new market initiatives.
• Leadership, Mentorship & Talent Architecture: Architect a culture of high performance, continuous learning, and intellectual curiosity. Hire, coach, and retain specialized
• Architecting a culture of high performance, continuous learning, and intellectual curiosity. Hire, coach and retain specialized professional talent, empowering teams to confidently challenge operational paradigms and ask “why”

You’re ready for this mandate if you have the following qualifications

• Have a post-secondary degree in Accounting, Finance, Economics, or a related quantitative field.
• Have 10-12+ years of progressive corporate finance and strategic planning
• Have experience within regulated financial services.
• Have 7+ years of experience leading, structuring, and mentoring
• Have deep domain expertise in OSFI frameworks, ICAAP management, regulatory capital structures, and modern enterprise ERP/EPM platforms (e.g., NetSuite, Oracle EPBCS, Synapse, Anaplan)
• Are a highly adaptable and creative problem solver who excels in fast-paced, high-growth, and shifting market/regulatory landscapes.
• Are relentless and focus on process transformation, automation, control strengthening, and model validation.

Nice to have

• CFA and/or CPA designation is strongly preferred.

Sounds like you? Click below to apply!

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Technology and AI

We mix human ingenuity with advanced technology. For ambitious builders like you, we provide the latest technology to enable your creativity. You'll have everything you need to build the best outcomes and products for our clients.

Diversity and Inclusion

At Questrade Financial Group of Companies, we’re committed to fostering a diverse, inclusive, and accessible work environment where individuals are treated with dignity and respect. Our global team reflects the diversity of the communities we serve and operate in.

Accessibility statement

Candidates selected for an interview are contacted directly. If you require accommodation during the recruitment or selection process, please let us know. We will work with you to meet your needs.

AI in hiring

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