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Questrade Financial Group

Provides low-cost online investing for individuals

Managing Director - Financial Planning & Analysis, Strategic Support

Corporate Finance & FP&APosted on Nov 13
Full-timeToronto, ON, CanadaNo salary listed

About the Job

Requirements

  • 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 experience.
  • 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 such as NetSuite, Oracle EPBCS, Synapse, or Anaplan.
  • Be able to adapt and solve problems in fast-paced, high-growth, and shifting market and regulatory landscapes.
  • Focus on process transformation, automation, control strengthening, and model validation.

Responsibilities

  • Partner 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.
  • Direct corporate financial planning alongside tactical business partnering teams, and oversee the annual budget, rolling forecasts, and five-year strategic financial and capital plans in coordination with Treasury, Risk, and Accounting.
  • Champion enterprise-wide finance modernization initiatives and integrate advanced analytics, machine learning, and artificial intelligence into Finance and FP&A processes for real-time portfolio simulations, automated executive and Board performance reporting, and improved scenario-testing accuracy.
  • Ensure institutional compliance with FRFI and DTI frameworks, providing strategic oversight for ICAAP, stress-testing frameworks, sensitivity analyses, NIM optimization, and structural funding mixes in coordination with the Second Line of Defense and Treasury & Capital Markets.
  • Develop a finance business partnering architecture to challenge and guide product leaders across Banking, Unsecured Lending, and Secured Lending on pricing, commercial positioning, and business-case viability for new market initiatives.
  • Architect a culture of high performance, continuous learning, and intellectual curiosity; hire, coach, and retain specialized professional talent, empowering teams to challenge operational paradigms.

Desired Qualifications

  • CFA and/or CPA designation is strongly preferred.

About the Company

Questrade Financial Group

Provides low-cost online investing for individuals

Questrade Financial Group provides low-cost online investing services to individual investors in Canada. It offers diversified ETF portfolios, actively managed accounts, and self-directed trading, all through a secure online platform. Customers can participate by choosing pre-built ETF portfolios or managing their own investments, with transparent pricing and no hidden fees. Revenue comes from management fees on managed portfolios, trading commissions, and other financial services. The platform also includes educational resources like webinars and articles to help users improve their investing skills. Questrade’s goal is to help clients grow their savings and take control of their financial future using easy-to-use tools and secure services.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1999

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