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Financial Associate Jobs in Ontario (NOW HIRING)

Part Time CFO

An AssociaterepresentsPart -Time CFO Servicesregionallyby buildingandstrengtheninglong -term relationships with small tomid-sized family-ownedand private enterprises.Thisresults ...

Part Time CFO Services

Associate CFO

Belleville, ON

An AssociaterepresentsPart-Time CFO Servicesregionallyby buildingandstrengtheninglong-term relationships with small tomid-sized family-ownedand private enterprises.Thisresults-orientedprofessional ...

Part Time CFO Services

Associate CFO

Kingston, ON · Hybrid

An AssociaterepresentsPart-Time CFO Servicesregionallyby buildingandstrengtheninglong-term relationships with small tomid-sized family-ownedand private enterprises.Thisresults-orientedprofessional ...

Ci

Financial Operations Associate

Burlington, ON · On-site

CA$50K - CA$58K/yr

We are seeking a highly motivated and detail-oriented Financial Operations Associate to join our team. This role plays a critical part in supporting key operational functions across Fee-Based Account ...

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Financial Associate information

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Ontario? The most popular types of Financial jobs in Ontario are:
What are popular job titles related to Financial Associate jobs in Ontario? For Financial Associate jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Ontario look for? The top searched job categories for Financial Associate jobs in Ontario are:
What cities in Ontario are hiring for Financial Associate jobs? Cities in Ontario with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate CFO

Part Time CFO

On-site

Contractor

Posted 4 days ago

Job description

Salary:

An AssociaterepresentsPart-Time CFO Servicesregionallyby buildingandstrengtheninglong-term relationships with small tomid-sized family-ownedand private enterprises.Thisresults-orientedprofessional workscollaborativelywith clients to developsustainableplans thatimprove financial health.

If you are a proven leader andcollaborativeteam player withbroad financial and businessexperience, we wouldlike to hear from you. We offer a professionally and personallyrewarding work environment focused onsuperiorclientserviceand measurableresults.


Duties and Responsibilities:

  • Build and grow client base through networking, referrals, events, and community contacts.
  • Conduct strategic analysis and develop detailed financial models aligned with clients strategic plans.
  • Identify turnaround strategies, guide clients through plant expansions and other business restructuring options, and analyze potential investment projects.
  • Assess the competitive landscape and identify potential future business implications.
  • Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • Plan short- and long-term cash flows and assess financial performance.
  • Develop monthly and annual revenue and expense plans.
  • Negotiate bank, vendor, and customer agreements to reduce working capital requirements.
  • Develop negotiation strategies and negotiate plans with lenders.
  • Establish credit policies and procedures to improve collections and reduce bad debt.

Qualifications:

  • CPA designation with 20+ years of successful financial and business leadership experience.
  • Experience generating business leads through effective relationship building.
  • Ability to identify and assess financial issues and prepare effective, client-focused solutions.
  • Persuasive communicator with the ability to motivate others to take action.
  • Excellent customer service and communication skills, including verbal, written, and interpersonal communication.
  • Strong negotiation skills and a high level of integrity.
  • Collaborative leadership style with the ability to work effectively with all levels of an organization.
  • Resourceful, analytical, and confident in decision making and problem solving.

Technical Competencies:

  • Proficiency with Microsoft Office, including advanced Excel skills.
  • Strong understanding of a variety of ERP systems.
  • Highly proficient email and calendar management skills.

Key Skills and Experience:

  • Goal-oriented natural business leader.
  • Exceptional listener who is comfortable taking initiative when appropriate.
  • Proven ability to work across departments to develop and implement strategic plans.
  • Entrepreneurial mindset with a talent for developing creative ideas and practical solutions.
  • Strong appreciation for personal interaction, networking, and face-to-face communication.
  • Demonstrated commitment to community involvement, extracurricular activities, and effective time management.

*Please note that all employees of Part-Time CFO Services must have access to reliable transportation and possess a full Ontario driver's license to commute to clients not accessible by public transportation.

Part-Time CFO Services is committed to accessibility and to protecting the human rights of all persons in compliance with the Accessibility for Ontarians with Disabilities Act and Ontarios Human Rights Code. We invite and encourage applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to the further diversification of our organization. As such, Part-Time CFO Services will provide reasonable accommodation for any applicant, as requested during the recruitment process. For any accommodation requests, please emailresumes@parttimecfoservices.ca.

Part-Time CFO Services is dedicated to providing an atmosphere free from barriers in order to promote equity and diversity and will ensure the full participation and advancement of members of protected groups, which include but are not limited to women, Indigenous persons, members of visible minority groups, and persons with disabilities Part-Time CFO Services is committed to ensuring that its hiring process is fair and equitable for all persons.