Financial Planning & Analysis Analyst

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world.

A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all, meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people, we have consistently been recognized as a preferred employer, receiving awards such as Canada’s Top 100 Employers (2026), Alberta Top Employers (2026), and Canada’s Top Small & Medium Employer (2025).

Full Time

Location: Toronto, ON or Calgary, AB

Vacancy Status: Existing Role

Salary Range

$100k-130k/year

The Opportunity

This role sits at the intersection of finance, data, and strategy and is critical to delivering forward-looking insights that inform senior leadership decision making. This is not a traditional reporting role. This role will help drive how Financial Planning & Analysis partners with the business, leveraging data, modeling, and storytelling to drive clarity, discipline, and value across the organization.

Duties and Responsibilities

Strategic Financial Planning

• Partner with senior leaders across the organization to support budgeting, forecasting, and long-range planning
• Develop and maintain robust, driver-based financial models that link financial outcomes to operational and strategic levers
• Develop scenario analysis and sensitivity modeling to support strategic initiatives, investments, and resource allocation decisions
• Translate complex financial and operational data into clear, execute-ready insights

Advanced Analytics & Data Driven Insights

• Analyze large, multidimensional datasets (financial, operational, Assets Under Management, headcount, product, pricing)
• Identify trends, anomalies, and leading indicators that influence financial outcomes
• Design and enhance dashboards, visualizations, and self-serve analytics
• Elevate the quality of insights by moving from descriptive reporting to diagnostic and predictive analysis

Data, Systems & Process Excellence

• Support finance system enhancements, automation, and tool implementation (e.g., budgeting and forecasting platforms)
• Reduce manual processes and improve scalability through automation, standardization and improved processes
• Ensure a strong, reliable data foundation to support strategic analysis

Enterprise Support & Ad Hoc Analysis

• Deliver high impact ad hoc analysis (e.g., pricing, compensation modeling, product profitability, cost efficiency)
• Support cross functional initiatives including new product launches, and transformation efforts
• Contribute to a high-performance Financial Planning & Analysis culture grounded in curiosity, rigor, and collaboration

Desired Qualifications

• Bachelor’s degree in a Finance, Business or quantitative discipline
• Professional designation (e.g. CPA, CFA) or graduate degree (Masters in Finance, Economics, Data Science, Mathematics, or a related field) preferred; equivalent experience will be considered
• 5+ years of experience in FP&A, strategic finance, and/or analytics focused finance roles
• Demonstrated strength in financial modeling, forecasting, and scenario analysis
• Experience working with large datasets and complex business drivers
• Exposure to investment management, asset management, or professional services is an asset
• Advanced Excel and financial modeling skills
• Experience with BI and data tools (e.g., Power BI, Tableau, SQL, or similar)
• Demonstrated ability to leverage AI and data tools to improve analysis, automate workflows, or enhance decision support is a strong asset
• Comfortable working with imperfect data and improving it over time
• Ability to connect financial outcomes to operational and strategic drivers
• An innate drive for data quality, governance, and usability
• Naturally curious and analytical; asks “why” and “what’s next”
• Able to synthesize complexity into clear, compelling narratives
• Confident partnering with senior stakeholders while maintaining analytical independence
• Comfortable operating in ambiguity and a fast-evolving environment
• Result focused, outcome-driven, and proactive

Why Mawer?

• Directly contribute to the firm’s growth as a global, independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
• Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include

• Comprehensive health and wellness benefits
• Unlimited vacation days
• Retirement planning assistance, including RSP contributions
• Annual learning stipend
• Parental leave top-up
• Significant community investment contribution via our Employee Matching Program

To apply, please submit your resume, cover letter, and application by July 29, 2026, to: https://www.mawer.com/careers/

All candidates must be eligible to work in Canada.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued.

We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at hraccommodation@mawer.com.

Our processes are people-driven. We may use technology for scheduling, communication and screening but we do not use AI for candidate assessment, or selection; those decisions are made by our team.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class, global investment management services to a broad range of institutional and individual clients.

We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.