Talent.com
Wawanesa Insurance
Manager, Portfolio PlanningWawanesa Insurance • Moncton, NB (Hybrid), CA
Manager, Portfolio Planning

Manager, Portfolio Planning

Wawanesa Insurance • Moncton, NB (Hybrid), CA
30+ days ago
Job type
  • Full-time
Job description

Job Overview

The Manager of Portfolio Planning reports into the Enterprise Portfolio Management Office (EPMO) and is responsible for supporting the planning and management of the organization’s portfolio of projects and programs. Acting as a strategic partner with a future-oriented view, this role leads the portfolio planning and prioritization activities, resource allocation planning, and developing reporting to stakeholders and governance forums.

JOB RESPONSIBILITIES

  • Support the Director of the EPMO with the facilitation, coordination and management of the company’s project portfolio, ensuring alignment with the company's strategic goals, priorities and aspirations.
  • Lead and coach a team of professionals to ensure the work environment is respectful, challenging and rewarding, and employees maximize their full potential while contributing to the achievement of the organizational goals and objectives.
  • Support with the day-to-day management of the strategic execution portfolio to drive successful delivery, including prioritization, management of interdependencies, resource allocation and risk management, ensuring a balance between objectives, capacity constraints, cost drivers, portfolio risks and benefits realization.
  • Implement and maintain effective EPMO planning processes, workflows and best practices, including the application and utilization of the EPMO software.
  • Facilitate stakeholder meetings and/or workshops focused on EPMO knowledge sharing, best practices and continuous learning and improvement.
  • Drive continuous improvement within the EPMO to enhance portfolio management practices, processes and methodologies.
  • Ensure the successful delivery of our enterprise strategy by leveraging business architecture and change management approaches throughout the portfolio planning and delivery processes.
  • Advanced proficiency in BI tools (e.g., Tableau, Power BI), data analysis software (e.g., SQL, Python), and Excel.
  • Track and manage budgets at the portfolio level.
  • Identify, escalate and help mitigate risks associated with the overall portfolio management.
  • Develop strong relationships with business partners to gain cross-functional strategic perspectives, explore solutions and collaboratively resolve issues.
  • Role model mutual values, cultivating a collaborative, member-centric and continuous improvement culture; ensuring that our purpose drives decision-making.
  • Other duties as assigned.

Qualifications

  • 10+ years of experience in program planning and delivery, with 5+ years in a leadership role within a PMO.
  • Experience in financial management and budget management, including strong attention to detail.
  • Post-secondary degree in Business or related field.
  • PMO, PgMP or similar project management certification is required.
  • Chartered Insurance Professional or Fellow Chartered Insurance Professional is an asset.
  • Exceptional level of understanding of strategic planning methods, project management and change management methodologies.
  • Excellent communication skills and ability to manage executive stakeholders and facilitate data-driven decision-making.
  • Financially savvy individual with solid experience in business case creation and tracking.
  • Advanced planning and organizational skills, with the ability to manage and prioritize multiple priorities and deliverables in a fast-paced environment.
  • Strong decision-making skills with the ability to identify relevant information in a timely manner.
  • Proficiency in project and portfolio management, methodology software and tools.
  • Certified Change Management (CCMP) accreditation is an asset.
  • Business architecture certification and/or experience is an asset.

Wawanesa is proud to be one of , a in Canada and a in Canada recognizing an exceptional place to work!


Diversity Equity, Inclusion & Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce. We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.
We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to .
All Wawanesa job applicants are subject to Wawanesa's .
Create a job alert for this search

Manager, Portfolio Planning • Moncton, NB (Hybrid), CA

Similar jobs

Senior Portfolio Manager

OPAL Corporate ConnectionsMoncton, Moncton Parish, CA
Full-time

Get AI-powered advice on this job and more exclusive features.OPAL Corporate Connections provided pay range.This range is provided by OPAL Corporate Connections.Your actual pay will be based on you... Show more

 • Promoted

Remote Principal Product Manager – Banking & FinTech

Source CodeMoncton, Moncton Parish, CA
Remote
Full-time +1

A financial services company in Toronto is seeking a Principal Product Manager to lead the product team in defining the scope of development for new features and enhancements of credit card applica... Show more

 • Promoted

Remote Project Manager: Collections Experience Lead

Iris Software Inc.Moncton, Moncton Parish, CA
Remote
Full-time

A leading financial services provider is looking for a Project Manager (Collections Experience) for a remote, long-term contract.The ideal candidate will have strong technical project management sk... Show more

 • Promoted

Remote Mortgage Broker - Elite Leads, Uncapped Earnings

Perch | Mortgages, simplifiedMoncton, Moncton Parish, CA
Remote
Full-time

A leading mortgage brokerage in Canada is seeking an experienced Associate Mortgage Broker.This fully remote position offers a competitive commission structure with uncapped earning potential, enab... Show more

 • Promoted

Operating Principal (Remote)

TrolleyMoncton, Moncton Parish, CA
Remote
Full-time

Remote (Must work within PST or EST time zones).We are only reviewing candidates who submit their application through this link: https://forms.Applications submitted elsewhere will not be considere... Show more

 • Promoted

Financial Reporting Product Manager Driving Innovation and Efficiency

AffirmMoncton, Moncton Parish, CA
Full-time

Shape the future of financial products as a Product Manager specializing in financial reporting.Lead projects focused on automation, compliance, and high-volume reconciliations in a fully remote en... Show more

 • Promoted

Financial Planning & Analysis Manager Valiantys

ValiantysMoncton, Moncton Parish, Canada
Full-time

Drive financial strategy at Valiantys as a Senior FP&A Manager.This remote role demands expertise in financial modeling and robust analytical skills to foster leadership decision-making.As a vital ... Show more

 • Promoted

Global FP&A Leader: Scale Budgets & Insights

Elevation CapitalMoncton, Moncton Parish, CA
Full-time

A global investment firm is seeking a Global Head of Financial Planning and Analysis in Canada to lead their financial strategy across multiple entities.This senior role involves budgeting, forecas... Show more

 • Promoted

Senior FP&A Associate Focused on M&A and Financial Planning

CorityMoncton, Moncton Parish, CA
Full-time

Launch your finance career forward as a Senior FP&A Associate! Contribute to strategic financial initiatives and support M&A processes in a remote-first workplace emphasizing data accessibility and... Show more

 • Promoted

Portfolio Strategist

Fidelity CanadaMoncton, Moncton Parish, CA
Full-time

Please note this role is based in Toronto.You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required fo... Show more

 • Promoted

Oracle Hyperion Planning Lead (Plan & Budget)

SA TECHNOLOGIESMoncton, Moncton Parish, CA
Full-time

Oracle Hyperion Planning Lead (Plan & Budget).IT consulting firms with operations in US, Canada, Mexico & India.SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We gua... Show more

 • Promoted

Manager of Treasury Engineering Operations

LithicMoncton, Moncton Parish, CA
Full-time

Shape the future of Treasury’s engineering as an Engineering Manager focused on core financial systems.Ensure reliability and innovate money movement solutions with a team oriented in Python and AW... Show more

 • Promoted

Remote Senior Portfolio Manager: Wealth Growth Lead

OPAL Corporate ConnectionsMoncton, Moncton Parish, CA
Remote
Full-time

A recruitment firm specializing in wealth management is seeking a self-motivated Portfolio Manager in Canada.This senior role offers the chance to work with high-net-worth clients, developing inves... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncMoncton, Moncton Parish, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Principal PM: Project & Portfolio Leadership (Remote)

Tempo SoftwareMoncton, Moncton Parish, CA
Remote
Full-time

A leading productivity software company in Canada seeks a Principal Product Manager specializing in Project & Portfolio Management.You will lead product strategy, collaborate with cross-functional ... Show more

 • Promoted

Senior Portfolio Delivery Lead - Remote & KPI-Focused

Hitachi SolutionsMoncton, Moncton Parish, CA
Remote
Full-time

A global technology solutions provider seeks a Client Delivery Manager to lead portfolio delivery excellence and client satisfaction across approximately 15 accounts in Toronto.The role requires st... Show more

 • Promoted

Portfolio Manager -Treasury & Payment Solutions (English/French)

BMO FinancialMoncton, Canada
Full-time

Application Deadline: 05/21/2026 Address: 633 Main Street Job Family Group: Commercial Sales & Service The Portfolio Manager is a client-facing sales professional responsib... Show more

 • Promoted

Remote Portfolio Manager for AI Training

DataAnnotationMoncton, Moncton Parish, CA
Remote
Full-time +1

Shape AI for finance professionals as a Portfolio Manager with flexible remote work.Choose your projects and enjoy the freedom to create an adaptable schedule.As a Portfolio Manager, you will evalu... Show more

 • Promoted

Remote Strategic Finance Manager: Revenue Forecasts

InstacartMoncton, Moncton Parish, CA
Remote
Full-time

A leading e-commerce platform is seeking a Strategic Finance Manager.In this role, you will own monthly revenue forecasting and lead strategic analysis that guides critical revenue decisions.You wi... Show more

 • Promoted

Remote Mortgage Broker—Uncapped Earnings & Elite Tech

Perch | Mortgages, simplifiedMoncton, Moncton Parish, CA
Remote
Full-time

A leading mortgage brokerage is seeking experienced mortgage brokers to join their fully remote team.The ideal candidate has a proven sales record, with at least $10M in originated mortgages over t... Show more