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

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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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 ...

Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team * Coach the team to identify sales and referral opportunities, client facing transactions ...

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 ...

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 ...

... FP&A experience with clear scope progression. * Strong financial analysis, business partnering, and storytelling skills, with the ability to translate financial insights for non-finance stakeholders.

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 ...

Showing results 21-40

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:

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 Transformation, Senior Associate

PwC

Toronto, ON

CA$84K - CA$134K/yr

Full-time

Re-posted 19 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Banking & Finance

Management Level

Senior Associate

Job Description & Summary

A career in our Finance Transformation practice, within Consulting services, will provide the opportunity to work alongside Finance leaders to optimize the structure of their finance functions, re-architect Finance processes and implement new technology to enable their transformation journey. Join a team of business professionals who work with clients to solve complex problems; utilizing tools to digitally upskill Finance teams. Work with clients to establish and deliver on their transformation roadmap to create value for Finance and beyond. Working in a diverse team, you will help our clients identify process, performance and people opportunities and lead the development of meaningful solutions to deliver sustainable change

The Opportunity:

AsaFinancial Transformation, Senior Associate,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:

  • Work with colleagues across PwC to sell and deliver business-led, technology enabled projects to fulfill client needs for Finance Consulting services

  • Participate and support the preparation of workshops with key Finance stakeholders

  • Play an active part in the delivery of Finance Transformation engagements, including

  • Finance technology tool implementations for Finance Operations (e.g. SAP, Workday, Microsoft and Oracle)

  • Finance Vision & Strategy and Target Operating Model design

  • Finance Processes assessment and improvement supported by technology

  • Support the engagement manager / director / partner in managing engagement risk and project economics including planning and budgeting

  • Prepare deliverable content and ensure the quality of deliverables meets with PwC and client expectations

  • Participate in aspects of the proposal development process and contribute to proposal writing

WhatYou'll Bring
Your skills, knowledge, and experiences are what set you apart.Here'swhat we look for:

  • An interest inupskilling fora digital world and technology trends, an openness to learning new tools and adapting how you work.

  • A demonstrated commitment to valuing differences and working alongside diverse people and perspectives

  • Professional Finance experience is an asset (e.g.Accounting, FP&A, Reporting & Analytics)

  • Consulting or audit experience is an asset, especially within the "Big 4" firms

  • MBA and/or a CPA designationis an asset

  • Experience with ERP implementation initiatives and projects (e.g.SAP, Workday,Microsoftand Oracle) is an asset

  • Workingexpertiseor understanding in many, if not all, of the coreAccountingareas:

    • Record-to-Report - financial close, consolidation, financial reporting, Fixed Assets, Inventory, Payroll

    • Order-to-Cash - order entry, customer credit, invoicing, accounts receivable, collections

    • Procure-to-Pay - procurement, accounts payable

  • Experience in process improvement or re-engineering initiatives and projects in the coreback officeaccounting areas (see above) in either a consultant or internal role.

This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou'lllove PwC

We'reinspiring and empowering our people to change the world. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at:https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Practices, Accounts Payable, Accounts Receivable Management, Active Listening, Budgetary Management, Communication, Emotional Regulation, Empathy, Financial Accounting, Financial Audit, Financial Data Mining, Financial Forecasting, Financial Internal Controls, Financial Management, Financial Modeling, Financial Record Keeping, Financial Reporting, Financial Services Operations, Financial Statement Analysis, Financial Statement Preparation, Financial Statement Review, Financial Strategy, Financial System Administration {+ 11 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

June 1, 2026We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK