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Remote Financial Planning Jobs in Ontario (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 ...

Designer Brands

CA$85K/yr

Manager, Retail FP&A Essential Duties and Responsibilities: * P&L Management - Lead financial oversight of retail cost centers, including budgeting, tracking, variance analysis, and reporting. Ensure ...

Celestica International LP

Senior FP&A Manager

Toronto, ON · On-site +1

CA$125K - CA$175K/yr

Req ID: 139456 Remote Position: Hybrid Region: Americas Country: Canada State/Province: Ontario ... Strong background in financial planning & analysis. Typical Experience * 8+ years of relevant ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Ontario

Remote Financial Planning information

See Ontario salary details

$18K

$92.4K

$155.5K

How much do remote financial planning jobs pay per year?

As of Sep 1, 2026, the average yearly pay for remote financial planning in Ontario is $92,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $115,500.00 per year, depending on experience, location, and employer.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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 expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

More about Remote Financial Planning jobs

What are the most commonly searched types of Financial Planning jobs in Ontario?

The most popular types of Financial Planning jobs in Ontario are:

What are popular job titles related to Remote Financial Planning jobs in Ontario?

For Remote Financial Planning jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning jobs in Ontario look for?

The top searched job categories for Remote Financial Planning jobs in Ontario are:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Ontario as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% Remote job distribution, with an average salary of $92,434 per year, or $44.4 per hour.

FP&A Specialist - Budget Planning

Mercor

Toronto, ON • Remote

CA$85 - CA$100/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

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.