Financial data analyst • waterloo on
Page(), pageData: pageData, onMessage: onMessage, classModifier: classModifier } } -->.PageDisplayBoxed}, class: classWithModifier ">.Data, onMessage: $parent.Message, } } -->.Data, onMess...Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show more
The Group Benefits Financial Reporting & Analysis team is responsible for providing accurate and timely financial information to enable effective management decision-making.Reporting to the Manager...Show more
This is a unique opportunity to contribute directly to how advanced AI systems understand, evaluate, and explain financial concepts.We’re looking for finance professionals who bring deep experience...Show more
Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years.Our approach is simple: understand our clien...Show more
Reporting to the Associate Director, SLC Financial Reporting and Capital Management, the Financial Analyst, SLC Financial Reporting and Capital Management, serves as a member of the SLC Finance tea...Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show more
Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak...Show more
Page(), pageData: pageData, onMessage: onMessage, classModifier: classModifier } } -->.PageDisplayBoxed}, class: classWithModifier ">.Data, onMessage: $parent.Message, } } -->.Data, onMess...Show more
We are currently looking to hire an.Were looking for a dynamic operations leader to take full ownership of a high-volume materials recovery facility (MRF).This role is at the heart of environmental...Show more
Experienced Financial Advisor/Planner.Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial inde...Show more
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f...Show more
Do you have passion for data and solving complex business problems? Do you like making an impact on the business around you? If so, our Senior Data Analyst role is the right fit for you! .Sun Life ...Show more
This is a unique opportunity to contribute directly to how advanced AI systems understand, evaluate, and explain financial concepts.We’re looking for finance professionals who bring deep experience...Show more
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ...Show more
The Financial Analyst role provides full-time monthly reporting, financial analysis, budgeting & forecasting support for the Sun Life IT team.The Financial Analyst will develop key working relation...Show more
The Retail Advice & Solutions (RA&S) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collabora...Show more
This is an opportunity in the exciting and fast-growing transportation technology industry.Public transit is being transformed from a system of static, scheduled fixed-routes, to a dynamic on-deman...Show more
Page(), pageData: pageData, onMessage: onMessage, classModifier: classModifier } } -->.PageDisplayBoxed}, class: classWithModifier ">.Data, onMessage: $parent.Message, } } -->.Data, onMess...Show more
Reporting to the Manager, Financial Reporting, we’re seeking a detail‑oriented Senior Financial Analyst to lead period‑end investment reconciliations. You will be the go‑to expert bridging investment operations, custodians, and the general ledger—ensuring our investment portfolio is complete, accurate, and timely for financial reporting.
What can you expect in this role?
Reconcile cash transactions and position activity (buys/sells, income, corporate actions) between the investment custodian(s) and the corporate investment tool (Portia)
Work closely with the Investments team to analyze variances, identify root causes, and resolve discrepancies
Prepare and post journal entries (accruals, amortization/accretion, realized/unrealized gains/losses, investment fees)
Reconcile the general ledger to the investment portfolios, ensuring completeness, accuracy, and appropriate cut‑off
Monitor compliance with accounting policies under IFRS
Own month‑end and quarter‑end close deliverables related to investments: reconciliations, financial statement and MDA-related disclosures, variance analysis, and supporting schedules
What do you bring to the role?
Completed post-secondary degree, preferably in Accounting, Finance, or related field
Professional designation considered an asset (e.g. CPA, CFA)
Experience with investment accounting/reconciliation, and knowledge of investment products (e.g., equities, bonds, money market; familiarity with derivatives such as futures, options, or FX forwards)
Strong proficiency with Excel
Experience with investment accounting systems (e.g., Portia) considered an asset
Knowledge and experience with IFRS considered an asset
Salary Range: $73,500 - $123,500
Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.
This position is being posted to fill an existing vacancy.
We also take potential into consideration. If you don’t have this exact experience, but you know you have what it takes, be sure to give us more insight through your application and cover letter.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting accessibility@economical.com.
Background checks
This role requires successful clearance of a background check (including criminal checks and leadership references).
){kind=logo}
