Financial planning and analysis Jobs in Victoria, BC

Job Description

Project and Planning Manager

The Project and Planning Manager is a unique opportunity to be involved in all corporate projects from initial proposals through to execution. The role is responsible for maintaining a view of all strategic and interdepartmental projects, including enterprise-wide and special initiatives. The successful candidate offers advice, analysis and expertise on a range of programs related to project management, strategy, and decision-making. Collaborating with project managers throughout the organization, the role ensures that project management best practices methodology is followed, and acts as a central advisory point of contact. The successful candidate will seek out opportunities to improve project processes and work with leaders to see the improvements through to implementation.

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

This position will provide a flexible hybrid schedule (not fully remote), with approximately one to three days a week in our corporate office in North Vancouver, depending upon internal needs.

Key responsibilities of this role are :

Project Governance

• Provides guidance and advice to new project managers on preparing concise verbal and written reports. ​
• Advises the Chief Marketing and Strategy Officer on the enterprise-wide and interdepartmental project “funnels” and makes recommendations on resourcing requirements to ensure corporate values are maintained.
• Manages a wide variety of projects executed by large cross-functional teams.
• Works with project leaders to address issues that may hinder the success of a project, if required. Ensures project proposals are in line with the approved risk appetite framework.
• Collaborates with all departments to seek and implement project management process improvements.
• Stay current on emerging project management trends to continually improve BlueShore’s project management function and service delivery.
• Ensures that project management documentation requirements are scalable based on the size and complexity of projects.
• Assists project managers into translating complex project decisions into plain English for reporting purposes.
• Assist project managers in completing documentation if requested or required.
• Advocates on behalf of project teams to build consensus when needed.
• Liaises with project stakeholders though effective and regular communication.
• Develops and maintains all aspects of the project management site on Compass and FileNet, including updating project management material as required (e.g. Project Proposal template).
• Assists the Chief Marketing and Strategy Officer in preparing quarterly status reports for the Board of Directors and Executive Leadership Team; assists in the rollout of new templates, if required.

Strategic Initiatives

Assists in preparation of strategic documents.

Prepares documentation and presentations to advise Executive Leadership Team (ELT) and / or the Board of Directors on special projects.

Assists departmental colleagues in other related duties.

Qualifications and Experience

University or college degree in related field such as business administration

PMP designation is strongly preferred

5-7 years of experience managing projects with demonstrated success

Recent experience working in the financial services industry an asset

Solid working knowledge of software development release cycles (e.g. Agile development and project management practices)

Experience leading process improvement initiatives

Solid knowledge of Microsoft Excel, SharePoint and Visio

Strong interpersonal skills and ability to advocate for corporate initiatives

Strong negotiation skills and ability to persuade, whilst applying empathy and being open to hearing the opinions of others

Self-starter with a collaborative and strategic mindset

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target base salary range of this role is $94, - $, / year plus a variable performance bonus. Employment offers are determined by knowledge, experience, formal accreditations and internal equity.

What BlueShore Financial can provide you :

4 weeks of paid vacation to start, plus paid personal and wellness days

Work that is critical and impactful to the entire organization

Opportunity to work in a world-class, award-winning organization

Continuing education assistance and access to certified coach colleagues

Comprehensive Total Rewards Program including performance bonuses, pension, flexible benefits, and employee assistance program

Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates

Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal

Gender-neutral washrooms

Opportunities to be involved including social, inclusion, health and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety or BC Children’s Hospital)

What BlueShore Financial needs from you :

Recognize the strength that diversity, equity and inclusion brings

Forge relationships with colleagues for strong collaboration

Provide a premium level of service to all clients, internal and external

Communicate effectively and professionally

Exhibit a growth mind-set

Strive for continuous learning

Be a proactive thinker and problem solver

Demonstrate digital excellence

Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We’ve been entered into Waterstone Human Capital’s “Hall of Fame” as one of “Canada’s Most Admired Corporate Cultures”.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil’wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ / Selilwitulh (Tsleil-Waututh) Nations.

Requirements :

Work Permit