Every day, we show up with intention and pride; in ourselves, our associates, and our customers ... The FBP acts as the financial steward for the region, ensuring a healthy P&L, identifying risks and ...
Every day, we show up with intention and pride; in ourselves, our associates, and our customers ... The FBP acts as the financial steward for the region, ensuring a healthy P&L, identifying risks and ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
Private Banking Associate
Oakville, ON · Hybrid
Retirement
As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Service the financial needs of existing clients when the Private Banking Advisor is not available ...
Private Banking Associate
Oakville, ON · Hybrid
Retirement
As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Service the financial needs of existing clients when the Private Banking Advisor is not available ...
Private Banking Associate
Oakville, ON · Hybrid
Retirement
As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Service the financial needs of existing clients when the Private Banking Advisor is not available ...
Private Banking Associate
Oakville, ON · Hybrid
Retirement
As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Service the financial needs of existing clients when the Private Banking Advisor is not available ...
ScotiaMcLeod Administrative Associate - St Catharines (Contract)
Saint Catharines, ON · On-site
Retirement
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
ScotiaMcLeod Administrative Associate - St Catharines (Contract)
Saint Catharines, ON · On-site
Retirement
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
ScotiaMcLeod Administrative Associate St Catharines (12 Month Contract)
Saint Catharines, ON · On-site
Retirement
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
ScotiaMcLeod Administrative Associate St Catharines (12 Month Contract)
Saint Catharines, ON · On-site
Retirement
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... for Wealth Advisor to review targets, recommendations, and financial plans/concepts * Build ...
... advisor and consultant to all levels of leadership, including Directors and General Partners, on ... business; financial; regulatory; reputational; and associate experience risks. * Responsible for ...
... advisor and consultant to all levels of leadership, including Directors and General Partners, on ... business; financial; regulatory; reputational; and associate experience risks. * Responsible for ...
Investment Associate, Private Wealth
Medical
Life
Retirement
Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives. * Prepares financial plans for clients to meet ...
Investment Associate, Private Wealth
Medical
Life
Retirement
Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives. * Prepares financial plans for clients to meet ...
Manager, Enrolment Services and Student Success
Ottawa, ON · On-site
CA$100K - CA$125K/yr
Medical
Dental
Retirement
Reporting to the Associate Registrar, Enrolment Management Services, the Manager, Enrolment ... The Manager leads the Registrar's Office academic-advising function and its contribution to ...
Manager, Enrolment Services and Student Success
Ottawa, ON · On-site
CA$100K - CA$125K/yr
Medical
Dental
Retirement
Reporting to the Associate Registrar, Enrolment Management Services, the Manager, Enrolment ... The Manager leads the Registrar's Office academic-advising function and its contribution to ...
Leader - Wealth Guidance
Mississauga, ON · On-site
In this role, you will be passionate about developing associates, supporting their professional ... You will collaborate closely with internal specialists as well as clients' external advisors ...
Leader - Wealth Guidance
Mississauga, ON · On-site
In this role, you will be passionate about developing associates, supporting their professional ... You will collaborate closely with internal specialists as well as clients' external advisors ...
... associate or client. By continually assessing and aligning our support, you'll help us to better ... from Financial Advisors and Client Support Team in an accurate and efficient manner, while ...
... associate or client. By continually assessing and aligning our support, you'll help us to better ... from Financial Advisors and Client Support Team in an accurate and efficient manner, while ...
... associate or client. By continually assessing and aligning our support, you'll help us to better ... from Financial Advisors and Client Support Team in an accurate and efficient manner, while ...
... associate or client. By continually assessing and aligning our support, you'll help us to better ... from Financial Advisors and Client Support Team in an accurate and efficient manner, while ...
Retail Associate - Bramalea
Brampton, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Bramalea
Brampton, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Mapleview
Burlington, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Mapleview
Burlington, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
The Team Leader, Tailored Branch Support (TBS), leads a team of high-performing associates who provide remote, tailored operational and client support to Financial Advisors (FAs) across Canada. TBS ...
New
The Team Leader, Tailored Branch Support (TBS), leads a team of high-performing associates who provide remote, tailored operational and client support to Financial Advisors (FAs) across Canada. TBS ...
New
Lead the end-to-end financial management of a complex and multi-faceted eCommerce portfolio ... Build strong relationships across the organization and serve as a trusted advisor to business ...
Lead the end-to-end financial management of a complex and multi-faceted eCommerce portfolio ... Build strong relationships across the organization and serve as a trusted advisor to business ...
PIA Client Service Associate
CA$43K - CA$56K/yr
... Advisor(IA), while maintaining active participation in decisions regarding their investment ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
PIA Client Service Associate
CA$43K - CA$56K/yr
... Advisor(IA), while maintaining active participation in decisions regarding their investment ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...
Retail Associate - Square One
Mississauga, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Square One
Mississauga, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Fairview Park
Kitchener, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Retail Associate - Fairview Park
Kitchener, ON · On-site
$30/hr
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...
Associate Financial Advisor information
What does an associate financial advisor do?
What are some typical challenges an associate financial advisor may face when building their client base?
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are the most commonly searched types of Financial Advisor jobs in Hamilton, ON?
The most popular types of Financial Advisor jobs in Hamilton, ON are:
What are popular job titles related to Associate Financial Advisor jobs in Hamilton, ON?
For Associate Financial Advisor jobs in Hamilton, ON, the most frequently searched job titles are:
What cities near Hamilton, ON are hiring for Associate Financial Advisor jobs?
Cities near Hamilton, ON with the most Associate Financial Advisor job openings:

Full-time
Retirement, PTO
Posted 7 days ago
Job description
At Wolseley Canada, our leading-edge is the knowledge and insight found in every corner of our organization. Here, you'll build strong relationships and support critical industries that touch the lives of Canadians. Every day, we show up with intention and pride; in ourselves, our associates, and our customers. You'll have a solid foundation to try new things, uncover new possibilities, challenge yourself, and grow your career. Does this sound like somewhere you'd like to be?
Wolseley Canada is the leading wholesale distributor of plumbing, HVAC/R, waterworks and industrial products in the country and working here means, a network of possibilities, a place you are valued and a higher standard.
Join the Pros!
WhyYou'llLove Working Here
- Safety-focused and inclusive workplace culture
- Comprehensive benefits with premiums fully paid for by the company for the "Core" package starting day 1
- Competitiveretirement savings programincludingRRSP and Defined Contribution pension plan with employer matching up to 5.25%Day1
- Paid vacation, sick time, andpaidbirthday off
- Annual bonus and profit-sharing opportunities
- Employee discounts on leading plumbing, HVAC/R, and industrial products
- Education reimbursement and ongoingcareer developmentopportunities
- Employee referral programs and recognition initiatives
The Finance Business Partner (FBP) for the West (Alberta, British Columbia & Midwest) plays acritical strategic rolein supporting regional leadership to drive financial performance, operational decision-making, and business growth. This is a highly collaborative, forward-looking position requiring an influential communicator with strong financial acumen and a deep desire to understand the business.
The FBP acts as the financial steward for the region, ensuring a healthy P&L, identifying risks and opportunities early, and guiding investment decisions that shape the business's future. Success in this role requires confidence, initiative, curiosity, and the ability to simplify complex information for operational leaders. This is a pivotal role, not just for finance but for driving broader business goals.
What You Will Do
Strategic Business Partnering
Partner closely with regional leadership to proactively guide strategic and financial decision-making.
Provide forward-looking insight into P&L health, highlighting trends, risks, and opportunities before they materialize.
Lead scenario modeling, financial impact analyses, and ROI assessments for headcount, CapEx, new branches, and strategic initiatives.
Collaborate across functions to gather inputs needed for accurate forecasting, ensuring alignment and accountability across teams.
Build strong relationships with business leaders, becoming a trusted advisor with a deep understanding of the region's operations.
Develop strategic frameworks or tools that could aid financial decision-making.
Financial Planning, Forecasting & Analysis
Prepare integrated budgets and forecasts based on regional business plans and operational realities.
Facilitate cross-function workshops and meets to foster a culture of financial awareness among operational teams.
Deliver insightful commentary on monthly performance including Sales, Margin, Opex and Working Capital, while emphasizing the value of storytelling with data to make insights more relatable and actionable for leadership.
Conduct high-level strategic financial analysis (not transactional day-to-day accounting tasks).
Prepare and present monthly Regional Business Review materials, including presentations for the CFO and executive leadership team.
Support special projects with data-driven insights, modeling, and strategic recommendations.
Controls, Compliance & Governance
Perform and report on monthly SOX and Base Financial Controls compliance testing such as Revenue Cut-off, Inventory Cut-off, and Credit Note Review and demonstrate and promote ethics and integrity throughout all layers of the business.
Ensure alignment with financial policies, processes, and best practices.
Mentore team members are stakeholders in compliance matters to promote a culture of accountability.
What You Bring
University degree in Business, Finance, Accounting or related field.
CPA designation (completed or in progress) strongly preferred
5+ years of progressive experience in finance, business partnering, FP&A, or strategic analysis.
Strong financial modeling, forecasting, and analytical capability.
Advanced proficiency with Excel; familiarity with Oracle GL, Anaplan, Power BI, Tableau an asset.
Highly collaborative, approachable team player with the confidence to engage and challenge leaders constructively.
Comfortable presenting to all levels of leadership, including executives.
Strong initiative: proactively seeks involvement, proposes solutions, and doesn't wait to be asked.
Exceptional organizational skills with the ability to juggle multiple priorities and thrive in a fast-paced environment.
Existing Vacancy - Backfill
Our Commitment to You
Wolseley Canada is proud to be an equal opportunity employer, embracing diverse backgrounds and perspectives. We are committed to an inclusive, barrier-free recruitment process with accommodation available on request for candidates participating in all stages of the recruitment and selection process.
Ready to Shape the Future?
Join Wolseley Canada and take the next step in your career. Apply today to become a trusted partner in our mission to deliver excellence and innovation across Canada's infrastructure.
Please note:Wolseley uses AI-assisted tools to support applicant screening.
Where a salary range is posted, the total compensation range posted for this rolerepresentsthe total compensation opportunity, which may include base wage, bonuses, commissions, and/or other monetary components, if applicable. Placement in the range will be based on factors such as market conditions, internal equity, candidate experience,skillsand qualifications relevant to the role.
Benefitseligibility varies based on employment status and contract length. Full-time permanent positions are eligible for the full benefits package. Fixed-term contract positions may be eligible forhealth and dentalbenefits depending on the terms of the position. Short-term contract positions are not eligible for company-sponsored benefits.
This position requires the result of a satisfactory criminal record check. A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.