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Financial Planning Associate Jobs in Toronto, ON

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation. * You're a ...

Manager, Business Planning

Toronto, ON · On-site

CA$67K - CA$110K/yr

In this role (Manager, Business Planning), you will support the Associate Director of Business Planning and work with Investor Services Client Operation business lines to deliver financial analysis ...

AsaFinancial Transformation, Senior Associate,unlock your potential and embrace the chance to drive ... Accounting, FP&A, Reporting & Analytics) * Consulting or audit experience is an asset, especially ...

Be Seen First

We offer personalized financial solutions covering financial planning, portfolio management, tax ... We are looking for a Junior Associate to join our Corporate Development team. This entry-level role ...

Showing results 21-40

Financial Planning Associate information

See Toronto, ON salary details

$30.1K

$51.7K

$77.3K

How much do financial planning associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planning associate in Toronto, ON is $51,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,559.00 and $57,260.00 per year, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

What are the most commonly searched types of Financial Planning jobs in Toronto, ON?

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

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

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

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

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

Infographic showing various Financial Planning Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $51,687 per year, or $24.8 per hour.

Associate Director, Media Planning

Publicis Groupe Holdings B.V

Toronto, ON • On-site

CA$90K/yr

Full-time

Re-posted 10 days ago


Key responsibilities

  • Develop and execute strategic media plans across various channels to meet client objectives.

  • Manage and oversee media financials, vendor relationships, negotiations, and deal development on behalf of clients.

  • Lead, evaluate, and support the performance and development of the media planning team.


Publicis Groupe rating

6.1

Company rating: 6.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

38th of 52 rated marketing agency


Job description

Company Description

Zenith is the ROI Agency. Our more than 6,000 specialists across 95 markets offer unparalleled capabilities in Media, Data, Technology, Commerce and Content. We put effectiveness at the heart of our work to solve complex challenges, drive successful business outcomes, and grow our clients' businesses. Zenith is part of Publicis Media, the media arm of Publicis Groupe.

Over the past year, Publicis Media has been transforming the way we do our business. From structuring our investment practice around data and digital to bringing our strategy, data sciences and research practice under one house, we've been shaping Publicis Media to be the media network of tomorrow. One that both you and I want to work at.

Publicis Media Canada is proud to be Great Places to Work certified and recognized with Best Workplaces for Today's Youth. We provide continuing opportunities for career growth by fostering a diverse work environment that respects and supports individual contributions and opinions.

We also offer our employees market leading benefit and incentive programs. You'll be provided with 3 weeks minimum vacation to start plus additional long weekend Publicis days, holidays closures, your birthday off, free Headspace memberships, wellness and technology credits, and a market leading savings plan.

We strive to provide what matters to you personally with the ability to choose and modify programs to suit your lifestyle

Overview

Position Overview: We are looking for a dynamic Media Planning Associate Director to join our team. In this role, you will lead the development and execution of strategic media plans across various channels, ensuring alignment with client objectives and delivering exceptional results. You will manage a team of media planners, work closely with clients, and collaborate with internal teams to drive the success of media campaigns.

Responsibilities
  • Develop and nurture ongoing relationships with key clients, especially at the senior level
  • Evaluate media recommendations, presentations and clearly identify key media deliverables in terms of accountability and performance
  • Maintain an in-depth knowledge of client business from current perspective as well as historical
  • Responsible for overseeing media financial management of all Client business
  • Maintain positive relationships with media vendors, request continuous ideas to be shared with clients
  • Lead vendor management strategies, negotiations and deal development on behalf of clients
  • Keep informed regarding media trends, technologies and new media opportunities
  • Educate clients and provide thought leadership on changing media, consumer and marketplace dynamics that impact strategic direction
  • Participates in new business and in the overall management of departmental operations
  • Interview and make hiring recommendations for team
  • Monitor timesheet preparation and vacation scheduling for team
  • Manage performance evaluations and facilitate cascading goals amongst the team
  • Ensure continuous learning and development of team ie. Set training agendas
Qualifications
  • Bachelor's degree from a four-year college or university
  • 7+ years of progressive levels of responsibility in media planning, buying and management
  • Challenges traditional boundaries and demonstrates consistent creative approaches to business problems
  • Demonstrated business acumen and a track record of success in the media services profession
  • Excellent written and verbal communication and presentation skills
  • Strong negotiating skills
  • A keen sense of curiosity
  • Solid interpersonal and teamwork abilities
  • Strong leadership and management skills
  • Demonstrated critical thinking and problem-solving abilities
  • Strong analytical abilities
  • Strong command of media research and reporting resources

 

Additional Information

Salary 

Transparency matters to us. The salary range for this position is $85-90,000 per year. Actual compensation within this range will be based on a variety of factors, including relevant experience, knowledge, skills, and applicable certifications. This range reflects what we reasonably expect to offer based on current market data.  

AI Use

We use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications or analyzing resumes. These tools assist our recruitment team but never replace human decision-making. We believe in a human-first approach, where your experience and potential are recognized by people.

Zenith is an equal opportunity employer and we welcome and encourage applications from all interested parties. Accommodations are available, upon request, for all stages of the interview and employment process for those with a disability or medical need during any stage of the recruitment process. We thank all candidates for their interest in Zenith , however, only those candidates selected for an interview will be contacted. 

Employment Type: FULL_TIME

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Benefits

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