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Financial Associate Jobs in Toronto, ON (NOW HIRING)

PwC

Financial Crime Analytics Associate

Toronto, ON · On-site

CA$58K - CA$97K/yr

The Opportunity Asa Financial Crime Analytics Associate ,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited ...

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The Home Depot

Manager/Senior Manager, Finance

Toronto, ON · On-site

$95 - $125/hr

Lead financial reviews with executive leadership and the CFO organization. Team Leadership & Talent Development * Lead, coach, and develop a team of Associate Finance Managers and Financial Analysts.

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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.

Senior Associate - Financial Services Group

Optimus SBR

Toronto, ON

Full-time

Medical, Life, Retirement

Re-posted yesterday

Job description

About the Role

Join a dynamic and engaging team that thrives on collaboration, innovation, and growth. The Senior Associate role within our Financial Services Group is an exciting, transformative opportunity to lead meaningful work for financial services organizations across banking, capital markets, insurance, payments, wealth management, and related sectors. If you're passionate about solving complex problems, supporting teams, and delivering practical, high-impact solutions, this role is for you.

About Us

Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn't.

Our team of committed consultants takes swift action to deliver innovative, impactful results. As the largest independently owned Canadian management consulting firm, we are a place where people and culture come first. Our success is driven by attracting individuals who are insatiably Curious, Entrepreneurial Thinkers, Authentic, and Bold.

Our Awards and Recognitions:

  • Best Workplaces in Canada National List 2026
  • Best Workplaces with the Most Trusted Executive Team 2026
  • Best Workplaces for Young Talent 2026
  • Best Workplaces for Women 2026
  • Best Workplaces in Professional Services 2025
  • Globe and Mail - Canada's Top Growing Companies 2025
  • Waterstone Human Capital - Canada's Most Admired Corporate Cultures 2025

Culture is Everything. Period.

That's why we've been consistently rated one of the best places to work in North America - and are one of the fastest growing. As a firm that was built on culture, we value our people and their growth. Each of us embody the entrepreneurial spirit and have something unique to contribute to the fabric of our organization. From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work environment.

What's in It for You?

  • Growth Opportunities: Build your career through challenging, impactful projects and continuous learning.
  • Diverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation.
  • Flexibility and Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results.
  • Leadership Development: Develop your skills through mentorship and career progression opportunities.
Responsibilities: 
Lead and support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
Manage defined project workstreams, including planning activities, assigning tasks, monitoring progress, and ensuring the timely delivery of high-quality work.
Conduct quantitative and qualitative analysis to evaluate business challenges, identify opportunities, and develop practical, evidence-based recommendations.
Facilitate stakeholder interviews, working sessions, and workshops to gather requirements, validate findings, and build alignment around proposed solutions.
Assess current-state operating models, processes, controls, customer journeys, data, and organizational capabilities to identify gaps and improvement opportunities.
Design future-state processes, operating models, implementation roadmaps, governance structures, and performance measures aligned with client objectives.
Develop clear, concise, and visually effective presentations, reports, financial models, business cases, process maps, and other client-ready deliverables.
Support project governance through status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.
Build effective working relationships with client stakeholders and communicate confidently with project teams, managers, and senior leaders.
Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
Identify emerging project risks and issues, recommend mitigation strategies, and escalate concerns appropriately.
Support business development activities, including proposal development, scoping, research, and the preparation of client-facing materials.
Contribute to the development of intellectual capital, methodologies, tools, and reusable assets for the Financial Services Group.
Provide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR's Career Development Program (CDP).
Contribute to the life and culture of Optimus SBR. 
 
Qualifications: 
6+ years of progressive experience in management consulting, financial services, business transformation, strategy, operations, project delivery, or a related field.
Demonstrated experience leading project workstreams or coordinating teams in a consulting, financial services, or complex corporate environment.
Strong understanding of the financial services industry, including one or more of banking, capital markets, insurance, payments, wealth management, risk, compliance, or financial operations.
Strong analytical and structured problem-solving skills, with the ability to synthesize complex information and translate findings into practical recommendations.
Experience gathering requirements, assessing processes, conducting research, analyzing data, and developing future-state solutions.
Ability to create professional, persuasive, and executive-ready presentations, reports, business cases, and other client deliverables.
Strong facilitation, written communication, and verbal presentation skills.
Demonstrated ability to build trusted relationships with clients and collaborate effectively with stakeholders at different organizational levels.
Strong project management, organizational, and time-management skills, with the ability to manage competing priorities and meet deadlines.
Experience supporting, coaching, or providing direction to junior team members.
Demonstrated initiative, sound judgement, intellectual curiosity, adaptability, and ownership.
Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook.
Experience with process mapping, financial modelling, data analysis, visualization, project management, or collaboration tools is considered an asset.
Ability to demonstrate the bold, entrepreneurial, hard-working, and client-focused behaviours that support Optimus SBR's culture.
Required Education: Related University Degree
Preferred Education: Post-Graduate degree, MBA, CPA, CFA or other relevant designations; or equivalent experience
 

Interview recording & AI notetakers 

During the interview process, we may use transcription or AI notetaking tools. To protect privacy, legal compliance, and interviewer/candidate experience, the use of these tools is not permitted without your prior consent. We will ask for your consent and if you wish to decline, handwritten notes are welcome.

Compensation: Salary range is $100,000-130,000 CAD

Salary ranges are designed to be competitive. Individual compensation is determined by skills, qualifications, and experience and is subject to negotiation and subject to the candidate meeting the specific requirements or the role. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

 

A Taste of Some of the Great Benefits at Optimus

Financial

  • Annual Bonus
  • Retirement savings through our Group RRSP program
  • Company equity for Managers and above
  • Maternity and Parental Leave with top up compensation

Flexibility

  • Work in a Hybrid model (when client projects permit)
  • 12 Optimus Days paid

Health

  • Top-tier health benefits
  • Life & disability insurance
  • Health Spending Dollars

So, what's next?

At Optimus SBR, we're all about creating a space where everyone belongs and can thrive. We're committed to diversity and inclusion, welcoming people from all backgrounds. We're proud to back missions like the BlackNorth Initiative to drive real change. Let's build something meaningful together, where your voice matters and fearless ideas can shine.

 Accommodation

We are committed to ensuring that our recruitment process is inclusive and accessible to everyone. If you require any accommodations to remove barriers and fully participate in the interview process-such as accessible meeting rooms or captioning for virtual interviews-please let us know. Your needs will be met with respect and confidentiality. We look forward to connecting with you!

Vacancy Status: Existing vacancy within our organization.

Submit your application with your resume today! While we appreciate all applications, only selected candidates will be contacted for interviews.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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