Senior Financial Analyst

The Canada Life Assurance Company • Mississauga, ON

3d • CA$65,800 - CA$109,700 • Hybrid

About The Position

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. As a senior M&A Analyst, you will be responsible for end-to-end modelling, post-close activities and presentation materials. Along with ad hoc analysis as required.

Requirements

• 3-5 years of finance, management consulting, M&A or corporate strategy experience
• Experience with accounting/finance/planning/P&L roles highly preferred, with ability to do financial modeling
• Ability to use AI-powered tools to gather insights, analyze data, and support day to day strategy activities
• Experience independently managing workstreams and outputs
• Undergraduate degree in Accounting, Finance, or Economics preferred
• Strong business acumen, with demonstrated aptitude for strategic, analytical and critical thinking
• Expert in Microsoft PowerPoint, Excel, PowerBI
• Excellent analytical skills, including financial analysis, research and complex modeling

Responsibilities

• Developing and updating financial models for M&A or partnership opportunities
• Provide presentation decks for senior management
• Deal performance analysis
• Sensitivity analysis
• Process improvements
• Synergy validation
• Post-close reporting

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior