Financial Analyst

Financial Analyst - Wealth Management

Industry : Financial Services & Consulting

Employment Type : Full-time, In-Person

Reports To : Manager, Advisory Services & Divisional Partner

Department : Wealth Management

Location : Oakville, Ontario, Canada

Company Overview :

At our company, we're driven by an entrepreneurial spirit that fuels our commitment to achieving optimal outcomes for both our team and clients.

Our culture is centered around :

• Customer Service Excellence
• Innovation and Empowerment
• Power-Driven Initiatives
• Task-Oriented Approach
• Honesty and Accountability

Our Wealth Management division offers a spectrum of business and financial advisory services. Leveraging our skills and those of our investment partners, we assist clients in optimizing income opportunities across private lending, public equities markets, and real estate projects with flexible returns.

Position Summary :

We are currently seeking a highly motivated Financial Analyst to join our Wealth Management division. In this role, you will play a crucial part in supporting our team to meet client needs and overall objectives.

We're looking for candidates who possess an analytical mindset and can offer innovative solutions to complex financial challenges.

Key Responsibilities :

• Conduct financial statement analysis for client projects.
• Develop business and financial models to address client needs and internal projects.
• Support the team with research tasks including equities, projects, and potential opportunities.
• Periodically follow up on client needs and participate in the execution of financing deals and client presentations.
• Provide daily updates on corporate client relationship management software.
• Assist in office management services and support other intercompany initiatives.

Competencies :

• Minimum of 2 years of relevant work experience.
• Passionate about adding value to clients.
• Strong academic track record.
• Genuine interest in finance and the wealth management industry.
• Positive attitude and a strong desire to learn.
• Excellent communication skills, both verbal and written.
• Proficient in Microsoft Excel and PowerPoint.

Education Requirements :

Bachelor’s degree in Finance, Accounting, Economics, or Business preferred. Candidates with other degrees demonstrating strong teamwork abilities are also welcome to apply.

Note :

This position requires physical attendance at our Oakville office; remote work arrangements are not available.

If you're seeking a challenging yet rewarding opportunity in the financial services industry, we encourage you to apply and join our team dedicated to excellence in Wealth Management.