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🥝 Financial Planning Manager at Equitable Bank

EQ Bank | Equitable Bank | toronto, Canada | Posted June 19, 2026

Job Description

Elevate your career as a Financial Planning Manager with Equitable Bank. Lead strategic financial analysis while supporting risk-based decision-making in our innovative banking environment.
In this managerial role, you will conduct in-depth financial analysis to guide critical business decisions and enhance profitability across business units. With at least seven years of relevant experience, your expertise will aid in developing risk-optimized strategies. You will also lead the Analytics group, ensuring timely financial reporting.
Key Responsibilities:
• Conduct detailed financial analysis and reporting
• Develop and monitor key portfolio performance metrics
• Support revenue generation through timely information
• Prepare annual budgets and monthly forecasts
• Provide coaching and guidance to junior team members
Requirements:
• Post-secondary degree in Accounting or Finance
• CFA/CPA designation (or in progress)
• 7+ years of relevant work experience<...

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