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

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

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 ...

Td

Associate Planner - Bowmanville

Bowmanville, ON · On-site

CA$60K - CA$70K/yr

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 ...

NexHealth

Strategic Finance Associate

Toronto, ON · On-site

Our work spans financial planning, performance reporting, and the strategic analysis that helps ... About the Role As a Strategic Finance Associate, you will be a key contributor to how NexHealth ...

CIBC

Financial Planner II (CIRO-ID)

Unionville, 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 ...

CIBC US

Financial Planner II (CIRO-ID)

Toronto, ON · On-site

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 ...

CIBC US

Financial Planner II (CIRO-ID)

Unionville, ON · On-site

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 ...

CIBC

Financial Planner II (CIRO-ID)

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 ...

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Financial Planning Associate information

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Whitby, ON as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Planning and Analysis (FP&A) Manager

Banyan Software

Toronto, ON

Full-time

Re-posted 11 days ago

Job description

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.

About the Role

Banyan Software is seeking a hands-on, forward-thinking Manager, FP&A to help build the next generation of our financial planning and analysis capabilities. This is a role for someone energized by the opportunity to shape how AI and automation transform the way financial insights are created, communicated, and operationalized across a rapidly expanding, global, and decentralized portfolio.

Reporting into FP&A leadership, you will combine strong analytical rigor with a builder's mindset—rolling up your sleeves to design scalable processes and modern tooling while helping translate complex financial signals into actionable insights. The ideal candidate is excited about the future of finance and wants to be at the forefront of using AI to make FP&A faster, smarter, and more impactful.

Key Responsibilities:

Planning, Budgeting & Forecasting

  • Support the end-to-end budget and forecasting process, ensuring it is efficient, transparent, and aligned with organizational priorities.
  • Build and enhance forecasting models, including scenario planning and sensitivity analyses, to improve accuracy, speed, and decision quality.
  • Help maintain a consistent planning cadence across decentralized Operating Groups while preserving local ownership.

AI, Automation & Systems

  • Identify and implement opportunities to automate recurring reporting, forecasting, and analytical workflows using AI and modern tooling.
  • Leverage NetSuite and connected BI tools to strengthen data integrity, streamline workflows, and reduce manual effort.
  • Partner with technology teams and vendors to pilot and scale AI-driven forecasting and reporting capabilities.
  • Help establish and enforce standards for data consistency, KPI definitions, and reporting hygiene across the portfolio.

Reporting & Analytics

  • Prepare clear, timely, and actionable management reporting across customer, product, and market dimensions.
  • Deepen visibility into unit economics, retention, profitability, and other key performance drivers.
  • Deliver forward-looking analysis that surfaces trends, risks, and opportunities to enable faster, more informed decisions.

Business Partnership

  • Build trusted relationships with Operating Group leaders and HQ stakeholders, translating financial data into insights that drive performance.

Qualification for Success:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus.
  • 4+ years of progressive FP&A experience, ideally in high-growth and/or multi-entity software environments.
  • Demonstrated interest in and experience with AI tools, automation, or BI platforms to improve financial processes.
  • Excellent financial modeling, analytical, and communication skills.
  • A self-starter who thrives in a decentralized environment and can dive into complexity while driving practical outcomes.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.

Recruitment Notice
Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. 

Protect yourself by following these steps:

  • Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
  • Remember, employers will never request payment or banking information during the hiring process.
  • If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.

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