Financial Specialist Jobs in Markham, ON
A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.
Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.
2025 CFO, Fall Financial Analyst, Investor Services (4 Months)
- Toronto, ON (14 miles from Markham, ON)
- moments ago
- Toronto, ON (14 miles from Markham, ON)
- moments ago
Assist with the development, maintenance and enhancement of complex financial models to support strategic and regulatory reviews including enterprise wide stress testing....
Investment Retirement Planner - Toronto North
- Toronto, ON (14 miles from Markham, ON)
- moments ago
- Toronto, ON (14 miles from Markham, ON)
- moments ago
Must-have Financial Planning Designation (QAFP, PFP or CFP) Mutual Funds License (IFIC or CSC) Minimum 2 years experience in financial planning Proven networking and client acquisition skills Ability...
Finance Intern/Co-op - Governance and Control (Fall 2025)
- Toronto, ON (14 miles from Markham, ON)
- 2 hours ago
- Toronto, ON (14 miles from Markham, ON)
- 2 hours ago
Role Type: Internship/Co-op Work Term: Fall/Term 1 Work Location: Toronto, Ontario, Canada Hours: 37.5 Pay Details: $46,000 - $67596, CAD TD is committed to providing fair and equitable...
Location: Markham, Ontario Job Description: Job Summary: The Business Analyst will review, analyze and evaluate business systems and user needs. The incumbent will document requirements, define...
Financial Services Representative (6 Month Contract/Secondment) (Open)
- Toronto, ON (14 miles from Markham, ON)
- 12 hours ago
- Toronto, ON (14 miles from Markham, ON)
- 12 hours ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
2025 CFO, Fall Financial Analyst-Corporate Treasury Performance Management (4 Months)
- Toronto, ON (14 miles from Markham, ON)
- 12 hours ago
- Toronto, ON (14 miles from Markham, ON)
- 12 hours ago
Job Summary Looking to start your career in Financial Services? RBC fosters a positive learning environment for students by providing the support and resources to help strategize your career path....
Senior Analyst, Business Development - Renewable Energy
- Oshawa, ON (21 miles from Markham, ON)
- 15 hours ago
- Oshawa, ON (21 miles from Markham, ON)
- 15 hours ago
Salary range: $80,000-87,000/annually Key Responsibilities Include, But Are Not Limited To: Financial Modeling & Valuation: Build and maintain financial modeling tools to evaluate potential M&A opportunities...
Remote WorkBusiness Analyst, Treasury Business Initiatives and Analytics (Fall 2025 Co-Op)
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
CCA Financial Analyst, Financial Planning and Analysis (FP&A) and Oshawa Operations
- Oshawa, ON (21 miles from Markham, ON)
- 1 day ago
- Oshawa, ON (21 miles from Markham, ON)
- 1 day ago
Hybrid - This role is categorized as hybrid. This means the successful candidate is expected to report to the Oshawa Elevation Centre/ Oshawa Assembly Building M three times per week, at minimum....
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
Do you have experience with creating Business Cases, Screen Design/User Interface, Business Process Model Flows, and Logical architecture artifacts, among other deliverables? Do you have...
Analyst, Business Analytics and Insights
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to...
2025 CFO, Fall Financial Analyst, ALM Portfolio Management (4 Months)
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
Job Summary This is an exciting opportunity to work in the ALM Portfolio Management and Execution team with the RBC Corporate Treasury. You will work with a highly skilled team of Portfolio...
2025 CFO, Fall Financial Analyst, ALM Macro Hedging (4 Months)
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
Job Summary This is an exciting opportunity to work in the ALM Portfolio Management and Execution team with the RBC Corporate Treasury. You will work with a highly skilled team of Portfolio...
Finance Intern/Co-op - Product Control Liquidity/Funding (Fall 2025)
- Toronto, ON (14 miles from Markham, ON)
- 2 days ago
- Toronto, ON (14 miles from Markham, ON)
- 2 days ago
Role Type: Internship/Co-op Work Term: Fall/Term 1 Work Location: Toronto, Ontario, Canada Hours: 37.5 Pay Details: $46,000 - $67,596 CAD TD is committed to providing fair and equitable...
2025 CFO, Fall Financial Analyst, Wealth Management Finance (4 Months)
- Toronto, ON (14 miles from Markham, ON)
- 2 days ago
- Toronto, ON (14 miles from Markham, ON)
- 2 days ago
Contribute to plans and forecasts of business performance as well as stress tests by developing and using financial models, summarize and communicate key facts for management....
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Markham, ON
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Markham, ON offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »