... discovery to financial planning analysis, development of high value financial plans and ... Completion of the Chartered Professional Associate (CPA) designation is preferred. * Life Insurance ...
... discovery to financial planning analysis, development of high value financial plans and ... Completion of the Chartered Professional Associate (CPA) designation is preferred. * Life Insurance ...
Retail Store Manager
Stratford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Stratford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Kitchener, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Kitchener, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Guelph, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Waterloo, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Brantford, ON · On-site
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Stratford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Stratford, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Cambridge, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Cambridge, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Kitchener, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
Kitchener, ON · On-site
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Retail Store Manager
$65K - $116K/yr
Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job summary ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...
Financial Analyst Associate information
See Waterloo, ON salary details
$42K - $45.2K
10% of jobs
$45.2K - $48.5K
0% of jobs
$48.5K - $51.7K
6% of jobs
$51.7K - $55K
7% of jobs
$55.3K is the 25th percentile. Wages below this are outliers.
$55K - $58.3K
19% of jobs
The median wage is $60.2K / yr.
$58.3K - $61.5K
13% of jobs
$61.5K - $64.8K
13% of jobs
$67.2K is the 75th percentile. Wages above this are outliers.
$64.8K - $68.1K
10% of jobs
$68.1K - $71.3K
9% of jobs
$71.3K - $74.6K
10% of jobs
$74.6K - $77.9K
4% of jobs
$42K
$60.9K
$77.9K
How much do financial analyst associate jobs pay per year?
As of Aug 9, 2026, the average yearly pay for financial analyst associate in Waterloo, ON is $60,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,475.00 and $68,062.00 per year, depending on experience, location, and employer.
What are some common challenges financial analyst associates face when managing multiple projects simultaneously?
Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.
What is a financial analyst associate?
Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.
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?
To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Waterloo, ON? The most popular types of Financial Analyst jobs in Waterloo, ON are:
What job categories do people searching Financial Analyst Associate jobs in Waterloo, ON look for? The top searched job categories for Financial Analyst Associate jobs in Waterloo, ON are:
What cities near Waterloo, ON are hiring for Financial Analyst Associate jobs? Cities near Waterloo, ON with the most Financial Analyst Associate job openings:
Full-time
Medical, Life, Retirement
Re-posted 16 days ago
Job description
Application Deadline:
Address:
20 Erb Street WestJob Family Group:
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.
- Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
- Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
- Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
- Develops internal/external networks and referral sources to grow business within the assigned region.
- Ensures that the region's client experience standards for financial planning and client relationship development are met.
- Acts as a trusted advisor to assigned business/group.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Works closely with Investment Advisors in the development and delivery of HNW management solutions.
- Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.
- Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
- Builds effective relationships with internal/external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
- Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.
- Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.
- Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
- Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
- Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
- Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
- Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
- 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:
- Experience in selling to Investment Advisors or HNW clients.
- Experience in financial planning is required.
- CFP designation (IQPF in Quebec)
- Completion of the Chartered Professional Associate (CPA) designation is preferred.
- Life Insurance designation is considered an asset.
- Trust & Estate Practitioner.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
This job posting is for a current vacancy
Please note the target salary range for this specific position in $64,000 is $114,000.
This is a planned recruitment for future vacancies.
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.