Job Title: Financial Analyst
Industry: Financial Services & Consulting
Employment Type: Full-time and In-Person
Reports To: Manager, Advisory Services & Divisional Partner Location of Work: Oakville, Ontario,
At our client’s company, their entrepreneurial spirit guides their commitment to maximizing outcomes for their team and clients. They cultivate a culture centered around:
- Customer Service Excellence
- Innovation and Empowerment
- Power-Driven Initiatives
- Task-Oriented Approach
- Honesty and Accountability
Our client provides a spectrum of business and financial advisory services, leveraging their skills and those of their investment partners to help clients optimize income opportunities in private lending, public equities markets, and real estate projects with flexible returns. They are currently seeking a highly motivated analyst to join their Wealth Management division, supporting their team in meeting client needs and assisting with overall objectives. Applicants must possess an analytical mindset and the ability to offer solutions to complex problems.
Hours:
- The Financial Analyst is expected to work from 8:30 am to 5:00 pm, Monday to Friday.
Please note that there may be a requirement to work additional hours.
It is crucial to emphasize that this role requires physical attendance at the office; remote work is NOT an option.
Job Responsibilities:
- Our client offers a fast-paced environment with numerous opportunities to learn from different projects daily. The roles and responsibilities of a Financial Analyst include:
- Conducting financial statement analysis as required for client projects.
- Developing business and financial models for client needs and internal projects.
- Supporting the team with research tasks (equities, projects, potential opportunities, etc.).
- Periodically following up on client needs.
- Participating in the execution of financing deals and client presentations.
- Providing daily updates on corporate client relationship management software.
- Assisting in office management services.
- Supporting other initiatives in intercompany tasks.
Competencies
- A minimum of 2 years of relevant work experience.
- Passion and a desire to add value to clients.
- A commendable academic track record.
- A genuine interest in finance and the wealth management industry.
- Must have a positive attitude and a strong desire to learn.
- Good communication skills: ability to explain financial analyses verbally and in writing.
- inStrong computer literacy for software such as Microsoft Excel and PowerPoint.
Education Required
- We are looking for candidates with a bachelor’s degree in Finance, Accounting, Economics, or Business. However, we are willing to accept candidates with other degrees who can demonstrate the ability to work well with the team.
Compensation:
- $50,000 - $60,000 annually depending on experience.
