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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 ...

Linamar

Accounting Associate

Salford, ON

Accounting Associate Job Summary: The role of the accounting associate involves planning ... Prepare and support the financial statements, reconciliations and reports in a timely manner.

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 ...

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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 or 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 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 review transactions, ensure compliance, and help with audits to support the company's financial health.

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 finance assistant or analyst, providing foundational knowledge of financial principles and tools like Excel. However, many employers prefer candidates with a bachelor's degree for more advanced roles, and additional certifications or experience can enhance job prospects.

What is an associate role in finance?

An associate role in finance is an entry- to mid-level position responsible for supporting financial analysis, client services, or investment activities. Associates often perform tasks such as data analysis, preparing reports, and assisting senior staff, typically requiring relevant skills and sometimes certifications like the CFA or CPA. The role provides a foundation for career advancement within financial firms or departments.
Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in London, ON as of June 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 47% Full Time, 26% Part Time, 1% Temporary, and 24% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution.

Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118

London, ON

Full-time

Posted 17 days ago

Job description

ASSOCIATE ADVISORDesjardins Financial Security Independent Network

Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in culture that embraces work life balance then this may be the place for you.

The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred. Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization.

Responsibilities:

  • Conduct research and analysis to develop financial plans for clients
  • Client service and provide ongoing support
  • Utilize customer relationship management (CRM) tools to track interactions and maintain client records.
  • Assist with cash management, including bedgeting and forecasting
  • Collaborate with Principal Advisor to develop and implement investment strategies
  • Monitor and manage client portfolios

Skills:

  • Strong analytical skills with the ability to research and analyze financial data
  • Excellent communication and interpersonal skills for building relationships with clients
  • Knowledge of investment management principles and strategies
  • Understanding of financial planning and retirement

Qualifications:

  • Mutual Funds licence
  • Life Insurance licence
  • Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it
  • Driver's licence and car

Core Competencies:

  • Strong client services orientation
  • Strong team player

Compensation

  • Salary
  • Employee benefits and RRSP matching program

We are committed to the highest level of customent service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.

Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest services standards, professionalism, and compliance.