ZipRecruiter

Log In

1

Associate In Finance Jobs in London, ON (NOW HIRING)

Td

PIA Client Service Associate

London, ON

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...

CIBC

Financial Planner

Strathroy, ON · On-site

... Associate Financial Planner (QAFP) designation. * You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian ...

CIBC US

Financial Planner

Strathroy, ON · On-site

... Associate Financial Planner (QAFP) designation. * You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian ...

next page

Showing results 1-20

All JobsAssociate In Finance JobsAssociate In Finance Jobs in London, ON

Associate In Finance information

What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel and financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What can you do with associates in finance?

An associate in finance typically performs tasks such as analyzing financial data, preparing reports, supporting investment decisions, and assisting with client accounts. This role often involves using financial software and requires strong analytical and communication skills, serving as a foundation for career advancement in finance or related fields.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help organizations make informed decisions.

What are the key skills and qualifications needed to thrive as an Associate in Finance, and why are they important?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as financial clerks or assistants, providing foundational knowledge of financial principles and tools like spreadsheets. However, for more advanced roles like financial analyst or advisor, a bachelor's degree or higher is typically required, and additional certifications may enhance job prospects.
Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in London, ON as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Associate Financial Advisor

Desjardins Financial Security Independent Network - Ottawa #118

London, ON • On-site

CA$65K - CA$75K/yr

Other

Posted 3 days ago

Job description

Full Time: Associate Financial Advisor

Salary: $65,000 - $75,000 + performance-based incentives

Retirement by Design is a growing financial planning firm seeking a relationship-driven Associate Advisor to take ownership of a defined group of growing clients and play a key role in supporting firm growth.

This role is designed to create capacity for senior advisors to focus on clients who require more advanced planning and business development, while you ensure an exceptional client experience and identify opportunities to deepen and grow relationships.

Key Responsibilities

  • Serve as the primary advisor for a portfolio of growing clients
  • Conduct regular review meetings and maintain proactive communication
  • Identify opportunities to expand existing relationships
  • Cultivate client relationships that consistently result in qualified introductions to potential new clients
  • Handle day-to-day client service requests efficiently and professionally
  • Deliver a high-quality, relationship-focused client experience

What Success Looks Like

  • All assigned clients are engaged in a consistent review process
  • Strong client retention and satisfaction
  • Growth in assets under management from both new and existing client relationships
  • A steady flow of client introductions
  • Growth-oriented mindset with a proactive approach
  • Acts as a strong team player by collaborating effectively, supporting team initiatives, and contributing to a positive, high-performance culture

Qualifications

  • 2+ years of experience in financial services or wealth management
  • Mutual Funds license
  • LLQP Insurance license
  • Some financial planning knowledge a plan to obtain CFP designation
  • Excellent relationship-building and communication skills
  • High attention to detail and follow-through
  • Ability to manage multiple client relationships independently

What We're Looking For

This role is ideal for someone who enjoys building relationships, taking ownership, and growing within a firm. You should be someone clients trust quickly, who follows through consistently, and who looks for ways to deepen relationships-not just maintain them.

Why Join Us

We offer more than just a role-we provide a clear, structured career path designed to help you grow into a high-performing advisor.

Our firm follows a Two-Seat Advisor Model, giving you hands-on experience, mentorship, and a defined path for advancement. You'll work alongside senior advisors, gradually increasing your responsibility, client exposure, and earning potential.

Throughout this path, you will:

  • Build deep expertise in financial planning (FP) and client strategy
  • Receive ongoing mentorship and coaching
  • Develop both service and business development skills
  • Be supported by a team structure that allows you to focus on your strengths

This model is designed to develop, retain, and reward advisors with a growth mindset, while delivering a high level of service to every client.

Apply