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Part Time Financial Planner Jobs in Toronto, ON (NOW HIRING)

Dexterra

Senior Financial Analyst

Mississauga, ON

... part-time opportunities at any given time. We aim to provide our people with more than just a job ... Financial Planning, Forecasting & Budgeting * Lead the development of annual budgets and long-range ...

Wawanesa Insurance

Senior Financial Analyst

Toronto, ON · Hybrid

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Support financial planning, budgeting, reforecasting, and monthly plan management activities for ...

CRH

Financial Analyst Student / Co-op

Oakville, ON

CA$17.90/hr

Intern, Part-time Compensation : $17.90 per Hour - 20 hours Week CRH Canada is hiring a Financial ... Gather and complete the necessary planning/budgeting reports to be submitted to Corporate.

Equinox

Part-Time Flex Coach, Yorkville

Toronto, ON

... financial planning that ensures your Personal Training career is as unlimited as your passion ... PART-TIME ROLE EXPECTATIONS: * Maintain 10+ hours of weekly availability, with shifts scheduled ...

BrightPath Kids Canada

Business Analyst

Toronto, ON · Hybrid

CA$85K - CA$105K/yr

... FP&A, or similar analytics-focused role within a medium to large organization * Advanced ... We offer a 40% child care discount to ALL Full-time employees & 10% to Part-time employees so that ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Toronto, ON

Part Time Financial Planner information

See Toronto, ON salary details

$17.7K

$62.8K

$127.9K

How much do part time financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for part time financial planner in Toronto, ON is $62,792.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,787.00 and $81,118.00 per year, depending on experience, location, and employer.

What is a part-time financial planner?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What does a part-time financial planner do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

What are the key skills and qualifications needed to thrive as a part-time financial planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.

What is the difference between Part Time Financial Planner vs Financial Advisor?

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
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What are the most commonly searched types of Financial Planner jobs in Toronto, ON?

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

What job categories do people searching Part Time Financial Planner jobs in Toronto, ON look for?

The top searched job categories for Part Time Financial Planner jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Part Time Financial Planner jobs?

Cities near Toronto, ON with the most Part Time Financial Planner job openings:

Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Toronto, ON as of August 2026, with employment types broken down into 100% Part Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $62,792 per year, or $30.2 per hour.

Senior Financial Analyst

Mississauga, ON

Dexterra
Repair and Maintenance • 5 - 10K employees
Learn more about Dexterraexternal

Full-time, Part-time

Re-posted 24 days ago

Job description

Company Description

WHO ARE WE?

Dexterra Group is a fast-growing, financially strong, publicly listed company (TSX:DXT). We have a far-reaching presence across the entire continent North America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diversity and inclusion, camaraderie, employee recognition, work-life balance, and doing what you love. For over 75 years, the companies that began independently, and now form Dexterra Group, have been dedicated to serving North American clients to create and manage built environments that play a vital role in our economy and our local communities. And, that’s something we’re truly proud of. Work That Matters, People Who Care.

The Senior Financial Analyst is responsible for leading financial planning, forecasting, budgeting, and performance analysis activities that support strategic and operational decision-making. This role serves as a trusted business partner to Operations and is responsible for the financial oversight and management of Public-Private Partnership (P3/PPP) contracts at Dexterra.

Job Description

Financial Planning, Forecasting & Budgeting

  • Lead the development of annual budgets and long-range forecasts for operating expenditures, capital expenditures, and lifecycle maintenance programs.
  • Develop and maintain financial models supporting revenue, operating expenses, capital expenditures, and long-term contractual commitments.
  • Analyze financial performance against budget, forecast, contractual targets, and prior-year results, identifying key drivers and trends.
  • Prepare management reports, financial presentations, and executive-level summaries.
  • Support long-range strategic planning, scenario modeling, and investment analysis.

Public-Private Partnership (P3) Contract Management

  • Provide financial oversight and administration of Public-Private Partnership (P3/PPP) agreements and long-term service contracts.
  • Analyze lifecycle spending against contractual requirements and forecasted asset management plans, identifying funding gaps, risks, and opportunities.
  • Monitor contractual financial obligations, payment mechanisms, performance deductions, and revenue-sharing arrangements.
  • Ensure compliance with contract terms, reporting requirements, and financial covenants.
  • Support contract negotiations, amendments, renewals, and change-order evaluations through financial analysis and business case development.
  • Track key contractual milestones, financial commitments, and performance indicators.
  • Support internal and external audits related to P3 contracts and contractual reporting requirements.

Business Partnering with Operations

  • Serve as the primary finance partner to Operations leadership, providing actionable financial insights and recommendations.
  • Collaborate with operational teams to understand business drivers, service delivery requirements, and performance obligations.
  • Support decision-making through profitability analysis, cost-benefit evaluations, and business case development.
  • Drive accountability for achieving operational, contractual, and financial targets through regular performance reviews.

Financial Analysis & Performance Management

  • Conduct variance analysis to explain actual results versus budget, forecast, and contractual expectations.
  • Analyze operational performance, labor productivity, cost efficiencies, and contract profitability.
  • Develop dashboards and performance metrics to support management decision-making.
  • Identify trends, risks, and opportunities to improve financial and operational performance.
  • Provide recommendations to optimize contract performance, profitability, and resource allocation.

Financial Systems, Reporting & Business Intelligence

  • Act as a key resource for OneStream-related budgeting, forecasting, reporting, and planning activities.
  • Utilize OneStream to develop and maintain driver-based forecasting models, workflow automation, and management reporting solutions.
  • Leverage NetSuite ERP to analyze financial and operational data, monitor contract performance, and support month-end and year-end reporting activities.
  • Develop, maintain, and enhance Power BI dashboards that provide actionable insights into financial performance, operational KPIs, contract compliance, lifecycle fund utilization, and asset management metrics.
  • Design automated reporting solutions and self-service dashboards to improve decision-making and reporting efficiency.
Qualifications
  • Bachelor's degree and relevant experience in financial analysis, budgeting, forecasting, financial reporting, or corporate finance. CPA designation (completed or in the final stages of completion) is preferred.
  • 2- 3 years of progressive experience in financial planning and analysis (FP&A), corporate finance, contract management, or related fields.
  • Experience managing or supporting Public-Private Partnership (P3/PPP), infrastructure, government, or long-term service contracts is strongly preferred.
  • Strong expertise in budgeting, forecasting, financial modeling, and contract financial analysis.
  • Advanced proficiency in Microsoft Excel, ERP systems, and business intelligence/reporting tools such as Power BI, NetSuite, or similar platforms.
  • Strong analytical, problem-solving, negotiation, and stakeholder management skills.

Key Competencies

  • Financial Planning & Analysis (FP&A)
  • Public-Private Partnership (P3) Contract Management
  • Lifecycle Fund Management & Long-Term Asset Planning
  • OneStream Financial Planning & Reporting
  • NetSuite ERP Financial Management
  • Power BI Dashboard Development & Data Visualization
  • Financial Modeling & Forecasting
  • Business Intelligence & Analytics

Additional Information

WHAT’S IN IT FOR YOU?

  • Be part of an industry that's more important than ever!
  • Employee Referral Program!
  • Career advancement opportunities.
  • Whereas other companies are downsizing, we are growing!
  • Be #1 on day 1 by joining an industry leader.

Dexterra Group is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, Indigenous status, or any other legally protected factors. Disability-related accommodations during the hiring selection process are available upon request.
#IND1

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