Managing Director, FP&A and Strategic Support

Questrade Financial Group (QFG), through its companies - Questrade,  Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs 

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment
  

This job posting is for an existing vacancy. 

We’re looking for our next Managing Director, FP&A and Strategic Support Could It Be You?

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 

Need more details? Keep reading…

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”

So are YOU our next Managing Director, FP&A and Strategic Support ? You are if you…

• 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. 

Additional kudos if you…

• CFA and/or CPA designation is strongly preferred.

Sounds like you? Click below to apply!

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