Manager Financial Planning & Performance (E26-095) DEPARTMENT: Finance WORK LOCATION/OFFICE: Calgary STATUS: 01 Full Time - Salaried NUMBER OF HIRES: 1 FortisAlberta is seeking a forwardthinking ...
New
Manager Financial Planning & Performance (E26-095) DEPARTMENT: Finance WORK LOCATION/OFFICE: Calgary STATUS: 01 Full Time - Salaried NUMBER OF HIRES: 1 FortisAlberta is seeking a forwardthinking ...
New
Manager Financial Planning & Performance (E26-095) DEPARTMENT: Finance WORK LOCATION/OFFICE: Calgary STATUS: 01 Full Time - Salaried NUMBER OF HIRES: 1 FortisAlberta is seeking a forwardthinking ...
New
Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies * Develop specialized strategies for intergenerational wealth ...
Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies * Develop specialized strategies for intergenerational wealth ...
Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies * Develop specialized strategies for intergenerational wealth ...
Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies * Develop specialized strategies for intergenerational wealth ...
Leading a team of Financial Planners for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass ...
Leading a team of Financial Planners for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass ...
Medical
Life
... team, the Financial Planning Advisor is responsible for business and financial planning ... This role offers exposure to operational leadership and senior management while contributing to ...
Medical
Life
... team, the Financial Planning Advisor is responsible for business and financial planning ... This role offers exposure to operational leadership and senior management while contributing to ...
Medical
Life
... team, the Financial Planning Advisor is responsible for business and financial planning ... This role offers exposure to operational leadership and senior management while contributing to ...
Medical
Life
... team, the Financial Planning Advisor is responsible for business and financial planning ... This role offers exposure to operational leadership and senior management while contributing to ...
Edmonton, AB ยท On-site
Retirement
As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning ...
Edmonton, AB ยท On-site
Retirement
As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning ...
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Quick apply
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Retirement
As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning ...
Retirement
As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning ...
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Calgary, AB ยท On-site
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Calgary, AB ยท On-site
Reporting to the Manager, Financial Planning and Analysis, this role is a key member of the Supply and Trading Team. The Senior Financial Analyst will be responsible for supporting and improving ...
Following a comprehensive financial planning framework, you will be responsible for driving ... Networking with investment industry specialists while managing a small budget for independent ...
Following a comprehensive financial planning framework, you will be responsible for driving ... Networking with investment industry specialists while managing a small budget for independent ...
Following a comprehensive financial planning framework, you will be responsible for driving ... Networking with investment industry specialists while managing a small budget for independent ...
Following a comprehensive financial planning framework, you will be responsible for driving ... Networking with investment industry specialists while managing a small budget for independent ...
CA$75K - CA$90K/yr
Retirement
PTO
As part of our wealth management team, you will provide comprehensive financial planning services and collaborate with specialists in tax, insurance, trusts, estates, and investments. At the end of ...
CA$75K - CA$90K/yr
Retirement
PTO
As part of our wealth management team, you will provide comprehensive financial planning services and collaborate with specialists in tax, insurance, trusts, estates, and investments. At the end of ...
Medical
Dental
Life
Retirement
PTO
As a team we collaborate to solve problems, contribute ideas and challenge each other to ensure growth and ultimately success for the business and our employees. and Responsibilities The FP&A Manager ...
Medical
Dental
Life
Retirement
PTO
As a team we collaborate to solve problems, contribute ideas and challenge each other to ensure growth and ultimately success for the business and our employees. and Responsibilities The FP&A Manager ...
Financial Reporting Commerce & Receivables Payables & Expense Management Procurement Budget & Resource Planning Treasury & Investment Internal Control Framework About the Role Reporting to the ...
Financial Reporting Commerce & Receivables Payables & Expense Management Procurement Budget & Resource Planning Treasury & Investment Internal Control Framework About the Role Reporting to the ...
Edmonton, AB ยท On-site
... planning A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration Ability to create a market ...
Edmonton, AB ยท On-site
... planning A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration Ability to create a market ...
Medical
PTO
Manages each RJL client planning engagement from the initial discovery meeting, gathering client ... U.S. financial planning background is an asset. * Ability to communicate proficiently in French is ...
Medical
PTO
Manages each RJL client planning engagement from the initial discovery meeting, gathering client ... U.S. financial planning background is an asset. * Ability to communicate proficiently in French is ...
... management of your assigned portfolio of clients. Your primary role is to establish and deepen ... Experience in financial planning and investment sales is preferred. * Successfully completed the ...
... management of your assigned portfolio of clients. Your primary role is to establish and deepen ... Experience in financial planning and investment sales is preferred. * Successfully completed the ...
| Aspect | Manager Financial Planning | Financial Analyst |
|---|---|---|
| Credentials | Bachelor's degree, often CPA or CFA, managerial experience | Bachelor's or master's degree, CFA or CPA preferred |
| Work Environment | Leads teams, strategic planning, high-level decision making | Analyzes data, prepares reports, supports decision-making |
| Employer & Industry Usage | Financial services, corporate finance, large organizations | Investment firms, corporate finance, banking |
The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.
The most popular types of Financial Planning jobs in Alberta are:
Cities in Alberta with the most Manager Financial Planning job openings:

Full-time
Posted 2 days ago
New
ABOUT US
At FortisAlberta we invest in our greatest resource - our people. As Alberta's largest electricity distribution provider, we are positioned for growth. Each day, FortisAlberta employees strive to exceed customer expectations while maintaining a focus on our commitment to safety.
APPLICATION DEADLINE: August 26, 2026
TITLE: Manager Financial Planning & Performance (E26-095)ย
DEPARTMENT: Financeย ย
WORK LOCATION/OFFICE:ย Calgary ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย
STATUS: 01 Full Time - Salariedย ย
NUMBER OF HIRES:ย 1 ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย
FortisAlberta is seeking a forwardthinking Manager, Financial Planning and Performance to lead a highperforming finance team and play a key role in strengthening how the organization plans, forecasts, and measures success.ย
Reporting to the Senior Manager, Finance, this role sits at the center of business decisionmaking-partnering with leaders across the company to translate operational activity into clear financial insights, drive performance, and support longterm strategic objectives.ย
If you enjoy leading through change, building capability, and continuously improving how finance delivers value, this is a great opportunity for you!
Job Description:
ย ย Lead, coach, and develop a team of Financial Planning Advisors, including performance management, capability development, and succession planning.
ย ย Partner with business leaders to deliver valueadded financial analysis that drives improved operational and financial performance.
ย ย Lead the monthly and quarterly close processes, ensuring accurate financial allocations, documentation, and timelines.
ย ย Oversee monthly forecasting and annual budgeting processes across assigned portfolios.
ย ย Translate operational drivers and business changes into accurate forecasts and meaningful performance insights.
ย ย Provide leadership on capital and operating cost management, including budget optimization and progress tracking.
ย ย Drive continuous improvement by streamlining, enhancing, and automating financial planning and reporting processes.
ย ย Lead the endtoend development of the annual business plan, aligning financial targets with corporate strategy and priorities.
ย ย Ensure strong internal controls, compliance with accounting standards, and effective financial risk management.
ย ย Contribute to strategic initiatives and finance transformation efforts, including system and process modernization.
Qualifications:
ย ย Degree in Accounting or Finance with a minimum of ten years of progressive finance experience.
ย ย Chartered Professional Accountant designation.
ย ย At least seven years of people leadership experience.
ย ย Demonstrated expertise in financial planning, forecasting, budgeting, performance management, and business partnering.
ย ย Strong analytical skills with the ability to translate complex data into clear insights and recommendations.
ย ย Proven ability to lead change and continuous improvement initiatives.
ย ย Strong communication and influencing skills, with experience working with senior leaders and crossfunctional teams.
ย ย Experience in a rateregulated or utility environment is considered an asset.
Important Information:
ย ย Permanent, full-time role.
ย ย Monday - Friday schedule.
ย ย Based out of our Calgary location on 17th ave.
ย ย This role will be moving to our Airdrie office location in 2027.
TO APPLY TO THIS POSITION: Please submit your resume via the button below: "Apply"
We thank all applicants for their interest, however, only those candidates to be considered for an interview will be contacted.
If you receive an error message when applying, please contact the system administrator at: Recruitment@fortisalberta.com