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Financial Associate Jobs in Toronto, ON (NOW HIRING)

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Financial Operations Associate

Burlington, ON · On-site

CA$50K - CA$58K/yr

  • Medical

  • Life

  • Retirement

  • PTO

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 ...

Sun Life Financial

Financial Analyst

Toronto, ON · Hybrid

  • PTO

The Group Benefits Financial Reporting & Analysis team is responsible for providing accurate and timely financial information to enable effective management decision-making. Reporting to the Manager ...

Sun Life Financial

Financial Analyst

Toronto, ON · Hybrid

  • PTO

The Group Benefits Financial Reporting & Analysis team is responsible for providing accurate and timely financial information to enable effective management decision-making. Reporting to the Manager ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Toronto, ON

Financial Associate information

See Toronto, ON salary details

$16.7K

$50.7K

$84.9K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Toronto, ON is $50,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,559.00 and $59,646.00 per year, depending on experience, location, and employer.

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 Toronto, ON?

The most popular types of Financial jobs in Toronto, ON are:

What are popular job titles related to Financial Associate jobs in Toronto, ON?

For Financial Associate jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Toronto, ON look for?

The top searched job categories for Financial Associate jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Financial Associate jobs?

Cities near Toronto, ON with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Toronto, ON 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, with an average salary of $50,660 per year, or $24.4 per hour.

Associate, Financial Planning

The Consumer Goods Forum

Oakville, ON • On-site

CA$135K - CA$200K/yr

Full-time

Retirement

Posted 24 days ago

Job description

Salary Range: $135,000 - $200,000

Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes Group focuses on supporting the wealth management needs of exceptionally accomplished entrepreneurs, private investors, and their families. This is a great opportunity for an Associate looking to grow and support a Wealth Management team in establishing and maintaining strong client relationships.


Responsibilities:

  • Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
  • Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
  • Analyze clients' unique tax profiles and incorporate advanced long-term tax planning strategies.
  • Present planning concepts and fee-based investment solutions confidently to clients and internal partners.
  • Maintain strong, ongoing client relationships within a team-based advisory structure.
  • Drive business growth by promoting holistic planning and fostering internal and external partnerships.
  • Embrace challenges proactively, seeking continuous learning and growth opportunities to enhance client outcomes.
  • Uphold high ethical standards with humility by remaining open to feedback and ongoing professional development.


Skills & Qualifications:

  • 4 to 7 years of financial planning, wealth management, and/or risk management experience.
  • Must hold or working towards Certified Financial Professional (CFP) designation.
  • Additional designations such as Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), and/or Trust and Estate Practitioner (TEPA) are asset.
  • Insurance industry knowledge or LLQP certification is an asset.
  • Excellent verbal and written communication skills with strong presentation skills.
  • Proven ability to network and cultivate strong partner relationships.
  • Demonstrated capacity to build trust and collaborate effectively within diverse teams.
  • Persistent and ambitious, with a commitment to high professional standards and meaningful goal achievement.
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs.
  • Experience with Dataphile, Maximizer, Conquest and netx360 would be an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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