This role requires a combination of advanced financial analysis, strong credit analysis and relationship management abilities. Associate Directors contribute to client decisioning, credit structuring ...
This role requires a combination of advanced financial analysis, strong credit analysis and relationship management abilities. Associate Directors contribute to client decisioning, credit structuring ...
FaaS Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc ... Prepare client's monthly financial statements including month over month variance analysis and / or ...
FaaS Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc ... Prepare client's monthly financial statements including month over month variance analysis and / or ...
Associate
Mississauga, ON ยท On-site
CA$56K - CA$103K/yr
Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.
Associate
Mississauga, ON ยท On-site
CA$56K - CA$103K/yr
Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.
We're looking for an experienced Associate Director to play a key role in identifying, evaluating ... Leading financial underwriting, valuation analysis, due diligence, negotiations, and transaction ...
Quick apply
We're looking for an experienced Associate Director to play a key role in identifying, evaluating ... Leading financial underwriting, valuation analysis, due diligence, negotiations, and transaction ...
Develop scalable financial models that support business planning and scenario analysis. * Present ... associates thrive and perform; drives a positive associate and customer experience for all ...
Develop scalable financial models that support business planning and scenario analysis. * Present ... associates thrive and perform; drives a positive associate and customer experience for all ...
Explore the BDC Way in our Culture Book POSITION OVERVIEW Associates join BDC's StrongNorth fund as ... of technical, financial, and strategic analysis. In this role, you will lead one or a few ...
Explore the BDC Way in our Culture Book POSITION OVERVIEW Associates join BDC's StrongNorth fund as ... of technical, financial, and strategic analysis. In this role, you will lead one or a few ...
Build and maintain financial models for acquisitions, ground-up development, and value-add ... path to Associate for a candidate who performs. * Learning & Development Reimbursement: Adi ...
Build and maintain financial models for acquisitions, ground-up development, and value-add ... path to Associate for a candidate who performs. * Learning & Development Reimbursement: Adi ...
Join Our Talent Community! Financial Services Associate - Contact Centre
Saint Catharines, ON ยท Hybrid
CA$58K - CA$62K/yr
About the Role As a Financial Services Associate, you'll play a key role in helping our Members ... Critical Thinking - The ability to analyze, evaluate and interpret information from various sources ...
Join Our Talent Community! Financial Services Associate - Contact Centre
Saint Catharines, ON ยท Hybrid
CA$58K - CA$62K/yr
About the Role As a Financial Services Associate, you'll play a key role in helping our Members ... Critical Thinking - The ability to analyze, evaluate and interpret information from various sources ...
Who we are At Watson & Associates Economists Ltd. (Watson), we provide data-driven insights to help ... We focus on financial and economic analysis to develop solutions in municipal finance, education ...
Quick apply
Who we are At Watson & Associates Economists Ltd. (Watson), we provide data-driven insights to help ... We focus on financial and economic analysis to develop solutions in municipal finance, education ...
Finance Associate
Mississauga, ON ยท On-site
CA$47K - CA$55K/yr
Provide clerical, accounting, and analytical support for month-end close processes. * Support ... Experience in finance is an asset. WORK ENVIRONMENT * Fast-paced environment in a dynamic ...
Finance Associate
Mississauga, ON ยท On-site
CA$47K - CA$55K/yr
Provide clerical, accounting, and analytical support for month-end close processes. * Support ... Experience in finance is an asset. WORK ENVIRONMENT * Fast-paced environment in a dynamic ...
Finance Associate
Mississauga, ON ยท On-site
CA$47K - CA$55K/yr
Provide clerical, accounting, and analytical support for month-end close processes. * Support ... Experience in finance is an asset. WORK ENVIRONMENT * Fast-paced environment in a dynamic ...
Quick apply
Finance Associate
Mississauga, ON ยท On-site
CA$47K - CA$55K/yr
Provide clerical, accounting, and analytical support for month-end close processes. * Support ... Experience in finance is an asset. WORK ENVIRONMENT * Fast-paced environment in a dynamic ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
Associate, Corporate Finance
Kitchener, ON ยท On-site
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
Associate, Corporate Finance
Kitchener, ON ยท On-site
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
For more information click here As an experienced Associate Vice President, Corporate Finance, you ... Conduct market and industry research, detailed financial analysis and business valuations. * Draft ...
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
Associate, Corporate Finance
Hamilton, ON ยท On-site
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
Associate, Corporate Finance
Hamilton, ON ยท On-site
We offer independent financial advisory and investment banking services to both private and public ... Provide analytical and market research information (i.e. public company pricing multiples, industry ...
Accounting Analyst (Shared Services)
CA$55K - CA$65K/yr
Support and document various ERP, Financial systems and other tools enhancement initiatives to ... Associate Discount Program where you will be able to enjoy some of the world's best sleep products
Accounting Analyst (Shared Services)
CA$55K - CA$65K/yr
Support and document various ERP, Financial systems and other tools enhancement initiatives to ... Associate Discount Program where you will be able to enjoy some of the world's best sleep products
... Senior Associate & Summary At PwC, our people in finance consulting specialise in providing ... These individuals analyse client needs, develop financial solutions, and offer guidance and support ...
... Senior Associate & Summary At PwC, our people in finance consulting specialise in providing ... These individuals analyse client needs, develop financial solutions, and offer guidance and support ...
Financial Services Manager - Audi Oakville (AOV)
Oakville, ON ยท On-site
CA$80K - CA$120K/yr
We want more associates just like you and we offer an Employee Referral Program to thank our ... Analyze responses to training modules or testing scenarios. * Generate performance insights to ...
Quick apply
Financial Services Manager - Audi Oakville (AOV)
Oakville, ON ยท On-site
CA$80K - CA$120K/yr
We want more associates just like you and we offer an Employee Referral Program to thank our ... Analyze responses to training modules or testing scenarios. * Generate performance insights to ...
Financial Analyst Associate information
See Hamilton, ON salary details
$43.7K - $47.2K
10% of jobs
$47.2K - $50.6K
0% of jobs
$50.6K - $54K
6% of jobs
$54K - $57.4K
7% of jobs
$57.6K is the 25th percentile. Wages below this are outliers.
$57.4K - $60.8K
19% of jobs
The median wage is $62.7K / yr.
$60.8K - $64.2K
13% of jobs
$64.2K - $67.6K
13% of jobs
$70K is the 75th percentile. Wages above this are outliers.
$67.6K - $71K
10% of jobs
$71K - $74.4K
9% of jobs
$74.4K - $77.8K
10% of jobs
$77.8K - $81.2K
4% of jobs
$43.7K
$63.5K
$81.2K
How much do financial analyst associate jobs pay per year?
What are some common challenges financial analyst associates face when managing multiple projects simultaneously?
What is a financial analyst associate?
What is the difference between Financial Analyst Associate vs Financial Analyst?
| Aspect | Financial Analyst Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often with CFA Level I or II |
| Work Environment | Entry-level, supporting senior analysts, in finance or investment firms | More independent, involved in analysis, reporting, and decision-making |
| Employer & Industry Usage | Common in banks, investment firms, corporate finance | Used across similar industries, often with more responsibility |
The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.
What are the key skills and qualifications needed to thrive as a financial analyst associate, and why are they important?

Associate Director, Commercial Banking (Corporate Finance Group)
Ottawa, ON โข On-site
Full-time
Medical, Life, Retirement
Re-posted 22 days ago
Job description
Application Deadline:
Address:
269 Laurier Avenue WestJob Family Group:
Corporate Finance Team Overview
The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.
Job Overview
The Associate Director plays a critical role in supporting the growth and riskmanagement objectives of the portfolio. This role requires a combination of advanced financial analysis, strong credit analysis and relationship management abilities. Associate Directors contribute to client decisioning, credit structuring, and portfolio oversight, while also supporting new business development and delivering a superior client experience. Work is performed in close partnership with Managing Director and/or Director. The deal team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
- Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
- Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
- Signs off on new, renewal and extension loans within delegated authority.
- Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
- Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
- Leads proposal development and delivers presentations to capture new business and expand client relationships.
- Networks with industry contacts to gather competitive insights and best practices.
- Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
- Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
- Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
- Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
- Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
- Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
- Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
- Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
- Identifies revenue and cross-selling opportunities to enhance portfolio growth.
- Identifies share of wallet opportunities.
- Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
- Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
Foundational level of proficiency:
- Structuring Deals
Advanced level of proficiency:
- Problem Solving
- Collaboration
- Detail-Oriented
- Customer Service
- Loan Structuring
- Regulatory Compliance
- Portfolio Management
- Credit Risk Assessment
- Banking Operations
- Microsoft Office
Expert level of proficiency:
- Financial analysis
Salary:
Pay Type:
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.