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Workforce Planning Associate Jobs in Toronto, ON

Manulife

Executive Assistant

Toronto, ON · On-site

... planning (new associates), record keeping, maintaining contacts and inputting business cards ... We strive to attract, develop and retain a workforce that is as diverse as the customers we serve ...

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Workforce Planning Associate information

How does a workforce planning associate typically collaborate with other departments within an organization?

A Workforce Planning Associate regularly works with HR, operations, and finance teams to gather data on staffing needs, budget constraints, and business forecasts. They facilitate cross-departmental meetings to align workforce strategies with organizational goals, ensuring the right talent is available when needed. Successful collaboration often involves clear communication, data sharing, and active participation in planning sessions to address both immediate and long-term workforce requirements.

What is a workforce planning associate?

A Workforce Planning Associate is a professional who helps organizations analyze and forecast their staffing needs to ensure they have the right number of employees with the necessary skills at the right time. Their responsibilities typically include collecting and analyzing data on workforce trends, assisting with the creation of staffing plans, and supporting recruitment and talent management strategies. They work closely with human resources and management teams to optimize workforce efficiency and align staffing with business objectives. This role is essential for helping companies adapt to changes in demand and maintain a competitive edge.

What are the key skills and qualifications needed to thrive as a workforce planning associate?

To thrive as a Workforce Planning Associate, you need strong analytical skills, organizational abilities, and a background in human resources or business, often supported by a relevant degree. Familiarity with workforce management software, data analysis tools (such as Excel or Tableau), and HR information systems is typically required. Excellent communication, attention to detail, and problem-solving skills help you collaborate effectively and adapt to changing workforce demands. These skills are crucial for accurately forecasting staffing needs, optimizing resource allocation, and supporting organizational goals.

What is the difference between Workforce Planning Associate vs Workforce Analyst?

AspectWorkforce Planning AssociateWorkforce Analyst
Required CredentialsBachelor's degree in HR, Business, or related field; some roles may prefer certifications in workforce planning or HRBachelor's degree in HR, Business, Data Analytics, or related; certifications like SHRM-CP or HR certifications are common
Work EnvironmentOffice setting, collaborating with HR and operations teams, focusing on planning and forecastingOffice environment, analyzing data, preparing reports, supporting HR and management decision-making
Employer & Industry UsageUsed in HR departments across various industries to assist in workforce planningCommon in HR, analytics, and consulting firms, supporting workforce data analysis

The Workforce Planning Associate primarily focuses on developing staffing strategies and forecasting workforce needs, while the Workforce Analyst emphasizes analyzing workforce data to inform HR decisions. Both roles require similar educational backgrounds and work in office settings, but their core responsibilities differ in scope and focus.

What are popular job titles related to Workforce Planning Associate jobs in Toronto, ON?

For Workforce Planning Associate jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Workforce Planning Associate jobs in Toronto, ON look for?

The top searched job categories for Workforce Planning Associate jobs in Toronto, ON are:

Workforce Planning Associate jobs near you
Infographic showing various Workforce Planning Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Private Equity Fund Administration - Associate

JPMorgan Chase & Co

Toronto, ON • On-site

Full-time

Re-posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


J.P. Morgan's Finance & Business Management organization is a firmwide function that partners with our businesses and corporate teams to drive financial discipline, transparency, and strategic insight. Our teams deliver endtoend financial control, planning and analysis, forecasting, and management reporting that enable leaders to make informed decisions and maintain resiliency across market cycles. Operating across major global hubs and working closely with Technology, Operations, and Business partners, we build scalable processes, strong controls, and actionable analytics that support the firm's growth and operational excellence
As an Associate in Private Equity Fund Administration, you will be involved in daily client interactions where you will manage expectations, balance multiple priorities and work in a team setting to deliver accurate and timely reporting to clients and investors.
Job Responsibilities:

  • Set-up/maintain the books and records of Private Equity funds, including GP vehicles where applicable, in accounting database in line with terms and conditions of governing documents

  • Prepare and/or review periodic Net Asset Valuations and financial reporting packs consisting of financial statements, management fee and carried interest calculations, and investor allocations and capital account statements

  • Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments

  • Manage release of capital notices and quarterly reporting on investor reporting portal

  • Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests

  • Adhere to control framework including internal policies and procedures

  • Manage year-end process and handle requests from external auditors and tax teams

Required qualifications, capabilities, and skills

  • Bachelor's Degree in Accounting, Finance or related field

  • 3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator

  • Knowledge of US GAAP for Investment Funds and familiar with Private Equity fund structures

  • Analytical thinker and problem solver with attention to detail

  • Ability to work under pressure and balance multiple priorities

  • Team Player with excellent interpersonal, communication and client service skills as well as the ability to see projects to completion

  • Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills

  • Professional accounting qualification (CA, CPA) a plus

  • Experience with Investran or similar integrated Private Equity system a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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