Director, Financial Planning and Analysis

Strategic Leadership

• Build drive and sustain a highperformance team through coaching and development.
• Lead the development execution and continuous improvement of Westerns financial planning and analysis function.
• Strengthen Westerns financial business partnership model positioning FP&A as a strategic driver of business insights and decisions.
• Foster accountability collaboration and transformation across Finance and business units.
• Model and communicate Westerns Guiding Principles embedding them as the foundation of our inclusive culture.

Financial Planning & Analysis

• Lead annual and ongoing financial planning cyclesforecasting budgeting and capital/resource allocation.
• Build and maintain financial models that incorporate revenue forecasting commission structures and claims analysis.
• Provide actionable insights to support investment decisions operational efficiency and business growth.
• Monitor financial risks including market dynamics interest rate changes and insurance product performance.
• Deliver analysis that drives cost optimization and enhances financial integrity.

Business Partnership & Advisory

• Serve as a trusted advisor to senior leaders delivering strategic financial recommendations.
• Expand FP&As role across business units to support key initiatives and performance objectives.
• Provide insights that support Westerns insurance operations and strategic goals.

• Extensive experience in financial planning analysis and business partnershipideally within financial services or insurance.
• Proven ability to lead and develop highperforming teams.
• Strong strategic thinking analytical capability and executivelevel communication skills.
• Expertise in financial modeling forecasting and risk assessment.
• Ability to influence crossfunctional stakeholders and drive alignment in a complex evolving environment.

Role Details

• Hours/Duration: 37.5 hours per week Full time permanent
• Location: Remote options available across Canada
• Current Vacancy: Yes
• Requisition #: 82527
• Compensation Range: $115000 - $160000

Why Western

Westerns people-first culture grounded in our guiding principles of Truthfulness Fairness Value and Loyalty is recognized across Canada and strengthened by our commitment to wellness flexibility and meaningful community impact.

Highlights include:

• 14 Paid Wellness Days 3 weeks vacation company matching savings programs and 100% employer paid group benefits for eligible employees
• Over 1500 volunteer hours supporting 160 charities in through the Western Financial Group Communities Foundation.

Our Commitment to Inclusion: At Western we strive to create an accessible equitable and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer we encourage applicants of all backgrounds to apply even if your experience doesnt perfectly match every qualification. If you need assistance or an accommodation during the hiring process please contact or visit our Careers page.

Our Human First Hiring Approach: We do not use artificial intelligence to screen assess or select applicants. All applications are personally reviewed by Westerns Talent Acquisition Consultants. As part of our hiring process we use standardized scientifically validated skills assessments (nonAI) and all results are reviewed by our hiring team.

Ready to Apply

If making a meaningful impact in your community and growing your career in a supportive purposedriven environment excite you wed love to hear from you.