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Remote Financial Planner Jobs in Toronto, ON (NOW HIRING)

Mercor

FP&A Specialist - Budget Planning

Toronto, ON · Remote

CA$85 - CA$100/hr

Position: FP&A Expert Type: Contract Compensation: $85-$100/hour Location ... Remote Role Responsibilities * Build bottoms-up annual budgets and multi-year long-range plans with ...

Mercor

FP&A Specialist - Budget Planning

Toronto, ON · Remote

Remote Role Responsibilities * Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths. * Produce rolling reforecasts of P&L , cash flow, and KPIs ...

Mercor

FP&A Expert - Corporate Finance

Toronto, ON · Remote

CA$80 - CA$120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

Mercor

FP&A Expert - Corporate Finance

Toronto, ON · Remote

CA$80 - CA$120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

Mercor

FP&A Expert - Corporate Finance

Toronto, ON · Remote

CA$80 - CA$120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

PointClickCare

Director, Commercial FP&A

Toronto, ON · On-site +1

For Remote Roles : If this role is remote, there will be in-office events that will require travel ... Position Summary Reporting to the Sr. Director, Commercial Financial Planning & Analysis, the ...

Optimize Financial Group

Be Seen First

Client-Facing Portfolio Manager (Remote)

Toronto, ON · Remote

This is a remote position, with working hours aligned to the Pacific Time Zone. This is a client ... across investments, financial planning, tax planning, estate planning, and insurance. The ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Toronto, ON

Remote Financial Planner information

See Toronto, ON salary details

$16.2K

$78.8K

$147.4K

How much do remote financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for remote financial planner in Toronto, ON is $78,842.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,717.00 and $96,388.00 per year, depending on experience, location, and employer.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

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

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

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 Remote Financial Planner jobs in Toronto, ON look for?

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

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Toronto, ON as of August 2026, with employment types broken down into 70% Full Time, 20% Part Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $78,842 per year, or $37.9 per hour.

FP&A Specialist - Budget Planning

Toronto, ON • Remote

Mercor
See more jobs at Mercorexternal

CA$85 - CA$100/hr

Full-time

Posted 16 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: FP&A Expert
Type: Contract
Compensation: $85–$100/hour
Location: Remote

Role Responsibilities

  • Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths.
  • Produce rolling reforecasts of P&L, cash flow, and KPIs reflecting actuals and updated drivers.
  • Develop headcount and capital expenditure plans with hiring pacing, project approvals, payback, and prioritization.
  • Create monthly management reporting packs with variance commentary and product, customer, or segment profitability analysis using cost allocation methodology.
  • Forecast revenue from bookings, pipeline coverage, and demand signals while documenting model drivers and assumptions.
  • Work independently and asynchronously to meet deadlines and improve financial planning processes.

Qualifications

Must-Have

  • 4+ years in FP&A at an operating company, owning a plan or a reforecast cycle.
  • Advanced Excel modeling skills and the judgment to explain a variance, not just calculate it.

Preferred

  • Experience in finance business partnering or commercial finance.
  • Familiarity with planning systems such as Anaplan, Adaptive, or Pigment.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.