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

Lead the enterprise financial planning, forecasting, and reporting processes. * Serve as a trusted ... Lead, coach, and develop a team of Associate Finance Managers and Financial Analysts. * Build a ...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability ... Take part in financial planning meetings for clients, prepare files, ensure follow-up and ...

Manager, Strategic Finance

Toronto, ON · Hybrid

CA$110K - CA$120K/yr

... Associate roles in relevant organizations or departments (e.g., Investment Banking, Private Equity, Venture Capital, Corporate Development, Financial Planning and Analytics, Corporate Finance ...

Manager, Strategic Finance

Toronto, ON · Hybrid

CA$110K - CA$120K/yr

... Associate roles in relevant organizations or departments (e.g., Investment Banking, Private Equity, Venture Capital, Corporate Development, Financial Planning and Analytics, Corporate Finance ...

You will be responsible for developing the skills and knowledge of assigned Associate(s) and/or ... Assume ultimate media financial accountability with Client Accounting and agency partners. * Act ...

You will be responsible for developing the skills and knowledge of assigned Associate(s) and/or ... Assume ultimate media financial accountability with Client Accounting and agency partners. * Act ...

That transformation touches every part of the business: investment teams, business teams, financial planning, and enterprise operations. This role sits at the centre of that effort. You'll work ...

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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:

Senior Associate, Finance & Strategy - Product Finance, Cloud & Technology Spend

DoorDash Canada

Toronto, ON • On-site

Full-time

Posted 27 days ago


Job description

About the Team

Within Finance & Strategy, the Product Finance team partners closely with Engineering, Product, Accounting, Procurement, and other cross functional teams to support investment decisions across DoorDash's technology ecosystem. This role will focus primarily on cloud infrastructure and broader Engineering technology spend, helping DoorDash improve financial visibility, strengthen forecasting, and ensure resources are deployed efficiently as the company scales.

We expect this role to be based in Toronto and follow a hybrid schedule, with the Finance & Strategy team typically working from the office Tuesday through Thursday. The role will also have opportunities to connect with the broader Finance & Strategy team in person throughout the year. This position reports to a Manager on our Finance & Strategy team based in the US

About the Role

We are looking for a Senior Associate to help manage and analyze a significant portion of DoorDash's Engineering technology spend, with a primary focus on cloud infrastructure.

You will own recurring forecasting, reporting, and close-related processes while partnering with Engineering, Cloud FinOps, Accounting, and other cross-functional teams to understand cost drivers, investigate variances, and identify opportunities to improve efficiency. You will also support longer-term planning and investment decisions across cloud and R&D software.

This role is well suited for someone who enjoys working with large and complex datasets, learning technical concepts, building scalable financial processes, and translating detailed analysis into clear recommendations for senior stakeholders.

You're excited about this opportunity because you will...
  • Own financial reporting, forecasting, and variance analysis for a large and complex portfolio of Engineering technology spend, with a primary focus on cloud infrastructure and additional coverage of R&D software.
  • Partner closely with Engineering and Cloud FinOps teams to understand the operational and technical drivers of cloud spend, distinguish business growth from inefficiency, and identify opportunities to improve utilization and cost effectiveness.
  • Support monthly close processes in partnership with Accounting, including developing accrual estimates, reconciling operational data to booked actuals, and investigating material variances.
  • Lead quarterly and annual financial planning for your areas of ownership, working with cross-functional partners to understand business priorities, forecast future demand, and evaluate tradeoffs.
  • Build and maintain detailed financial models and reporting that provide leadership with clear visibility into spend trends, risks, opportunities, and performance against budget.
  • Deep-dive into complex financial and operational questions, using financial, usage, and technical data to identify root causes and develop actionable recommendations.
  • Evaluate potential investments and cost optimization opportunities, quantify their expected financial impact, and help stakeholders make informed decisions about where to allocate resources.
  • Improve the accuracy, efficiency, and scalability of recurring financial processes through stronger data, automation, documentation, and use of AI-enabled tools.
We're excited about you because...
  • You have 4+ years of relevant experience, preferably in Strategic Finance, Corporate Finance, FP&A, Investment Banking, Consulting, FinOps, or a related analytical role at a high-growth technology company or well-established organization.
  • You have advanced Excel and financial modeling skills and can build robust, scalable models used for forecasting, planning, variance analysis, and investment decisions.
  • You have experience owning or supporting budgets, forecasts, or financial reporting for a large or complex area of spend.
  • You are comfortable working with large datasets and combining financial data with operational or business metrics to develop insights.
  • You have basic SQL proficiency, or a strong willingness to learn, and are interested in using data and automation to improve financial analysis and reporting.
  • You are intellectually curious and comfortable learning technical subject matter. Prior cloud infrastructure or technology-spend experience is helpful, but not required.
  • You have strong attention to detail and can operate effectively in recurring processes such as monthly close, forecasting, and financial planning.
  • You can work independently in ambiguous environments, identify the right questions to ask, and bring structure to complex problems.
  • You are an effective cross-functional partner who can build trust, challenge assumptions constructively, and communicate clearly with both technical and non-technical stakeholders.
  • You are comfortable with, or willing to learn, practical applications of AI within financial modeling, reporting, and analysis.