Financial Specialist Jobs in Ontario
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.
Financial Services Associate, Business Banking
- CIBC
- Toronto, ON
- 13 hours ago
- Toronto, ON
- 13 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...
In PersonFinancial Services Representative II (Spanish Speaking)
- CIBC
- Simcoe, ON
- 13 hours ago
- Simcoe, ON
- 13 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...
In PersonBusiness Architecture, Strategic Business Analyst
- CIBC
- Toronto, ON
- 13 hours ago
- Toronto, ON
- 13 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...
Hybrid- University Pension Plan
- Toronto, ON
- 13 hours ago
- Toronto, ON
- 13 hours ago
OUR COMPANY BACKGROUND & CULTURE UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 46,000 members across six universities and nineteen sector...
Remote HybridABOUT THE ROLE The Financial Analyst supports the Finance team in financial operations, reporting, and analysis while developing technological proficiency to enhance process efficiency. This role...
In Person- University of Waterloo
- Waterloo, ON
- 21 hours ago
- Waterloo, ON
- 21 hours ago
At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your...
In PersonTemporary position for 12 months The incumbent at Desjardins Ontario Credit Union, supports financial planners and advisors in carrying out operational activities originating from the sales teams,...
Hybrid- University of Waterloo
- Waterloo, ON
- 21 hours ago
- Waterloo, ON
- 21 hours ago
At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your...
In Person- RBC Royal Bank
- Owen Sound, ON
- 22 hours ago
- Owen Sound, ON
- 22 hours ago
Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own...
In PersonFinance Operations Analyst, Business Services
- IKO
- Mississauga, ON
- 1 day ago
- Mississauga, ON
- 1 day ago
IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials. IKO is a Canadian owned and operated business with production facilities worldwide and has many years...
In PersonFinancial Services Representative (Cantonese / Mandarin)
- CIBC
- Markham, ON
- 1 day ago
- 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...
In PersonWere 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...
In PersonWere 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...
In PersonCompliance Analyst, Business Integrity
- Questrade Financial Group
- North York, ON
- 1 day ago
- North York, ON
- 1 day ago
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency...
HybridAre you a skilled Business Analyst looking for your next big challenge in the financial services sector? Randstad is partnering with a premier financial institution to find a dynamic professional...
HybridFinancial 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 Ontario
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Ontario offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- Leadership
- Communication Skills
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