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Financial Planning Associate Jobs in Whitby, ON (NOW HIRING)

: Channel Planning Associate Location: Toronto _____ About Diageo: With over 200 brands sold in ... Coordinate with Brand, Sales, RGM, Analytics, Supply, and Finance to gather inputs and follow up on ...

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We offer personalized financial solutions covering financial planning, portfolio management, tax ... We are looking for a Financial Service Associate to join our team. This back-office role requires ...

A genuine passion for financial planning and a drive to help clients realize their financial and life goals * An entrepreneurial mindset with experience in business development, networking, and high ...

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 ...

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 ...

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Financial Planning Associate information

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.

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.

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.

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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What cities near Whitby, ON are hiring for Financial Planning Associate jobs? Cities near Whitby, ON with the most Financial Planning Associate job openings:

Channel Planning Associate

DIAGEO PLC

Toronto, ON • On-site

Full-time

Posted 19 days ago


Diageo rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

26th of 437 rated food and drinks producers


Job description

Job Description :

Channel Planning Associate

Location:Toronto

________________________

About Diageo:

With over 200 brands sold in nearly 180 countries, we're the world's leading premium drinks company. From global icons like Johnnie Walker, Guinness and Tanqueray to Smirnoff and Don Julio, we create brands consumers love. Bring your enthusiasm and use your curiosity as you explore, collaborate and innovate.

Together with dedicated people from all over the world, you'll test new ideas, learn and grow, and unlock a brighter future.

Join us to create a career worth celebrating!

ROLE PURPOSE:

Support commercial planning for respectivechannel, helping translate channel strategy, brand priorities, AOP building blocks, and customer plans into organized tools, trackers, insights, and execution materials.

KEY RESPONSIBILITIES:

  • Support channel and customer planning activities for Channel / national commercial planning, including plan development, analysis, calendars, and status tracking.

  • Maintain AOPbuilding-blocktrackers, risks/opportunities, baseline inputs, and performance updates.

  • Coordinate with Brand, Sales, RGM, Analytics, Supply, and Finance to gather inputs and follow up on actions.

  • Prepare selling stories,PiCoStools, customer materials, meeting decks, andexecutionsupport documents.

  • Analyze sales, distribution,customer,pricing, and activation data toidentifyissues and opportunities.

  • Support AI/IBP and commercial planning routines withaccurateassumptions and documentation.

  • Ensure plans, files, and stakeholder communications are organized, current, and actionable.

Key Outputs:

  • Planning trackers, calendars, and status reports for respectivechannel.

  • AOPbuilding-blockupdates, baseline inputs, and performance summaries.

  • Customer/channel selling materials andPiCoSsupport tools.

  • Meeting decks, action logs, and follow-up documentation.

  • Opportunity/risk analyses and recommended next steps.

QUALIFICATIONS/EXPERIENCE REQUIRED:

  • 3+ years of commercial planning, sales support, category, analytics, customer marketing, brand, or operations experience.

  • Strong Excel, PowerPoint, data interpretation, organization, and communication skills.

  • Ability to manage details, deadlines, and multiple stakeholders across functions.

  • Understanding ofsales channels, customer planning, AOP, or execution processes preferred.

  • Proactive problem solver who can convert inputs into clear tools and actions.

Flexible Working Statement:

Flexibility is key to our success. Talk to us about what flexibility means to you, so that you're supported to handle your wellbeing and balance your priorities from day one.

Rewards & Benefits Statement:

We recognize and value performance, offering our people an attractive Rewards and Benefits package.

Diversity statement:

Our purpose is to celebrate life, every day, everywhere. And creating an inclusive environment, where everyone feels valued and that they can belong, is a crucial part of this.

We embrace diversity in the broadest possible sense. This means that you'll be welcomed and celebrated for who you are just by being you. You'll be part of and help build and champion an inclusive environment that celebrates people of different gender, ethnicity, ability, age, sexual orientation, social class, educational backgrounds, experiences, mentalities, and more.

Our ambition is to create the best performing, most trusted and respected consumer products companies in the world. Join us and help transform our business as we take our brands to new heights and build new ones as part of shaping the next generation of celebrations for consumers around the world.

Feel inspired? Then this may be the opportunity for you!

If you require a reasonable adjustment, please ensure that you gather this information when you submit your application.

Recruitment Scam Warning

Protecting candidates isvery importantto us. All communicationsregardingyour application will come from an email address endingin @diageo.com. In our recruitment process,we'llnever ask for money.

Minimum Salary

57,750

Maximum Salary

96,250

Worker Type :

Regular

Primary Location:

Downtown Toronto

Additional Locations :

Job Posting Start Date :

2026-07-01

What Diageo employees say

Pay

Hours and flexibility

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