Financial Specialist Jobs in Woodbridge, 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.
Investment Advisor Associate 10 Month Contract (Mandarin & Cantonese speaking)
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour 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...
Financial Services Representative II
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour ago
You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)....
Senior Quantitative Analyst, Model Quantification
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 1 hour 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...
- Mississauga, ON (15 miles from Woodbridge, ON)
- 2 hours ago
- Mississauga, ON (15 miles from Woodbridge, ON)
- 2 hours ago
Report monthly and quarterly KPI and prepare monthly review deck. Subject matter expert for innovation and dashboard creation to support site GM/OM Assist Operation intraining trouble shooting and...
2025 CFO, Fall Cards and Loyalty Financial Analyst
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary As a Financial Analyst with Cards & Loyalty Performance Management you will work directly with the Credit Cards and Loyalty Finance teams on month-end and quarter-end reporting...
2025 Wealth Management, Fall Business Analyst (4-16 months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary RBC Wealth Management is a part of Royal Bank of Canada (RBC), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six...
2025 Wealth Management, Fall Finance Analyst (4-16 months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary RBC Wealth Management is a part of Royal Bank of Canada (RBC), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six...
2025 CFO, Fall Financial Analyst, Capital Markets Performance Management (4 Months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination...
Investment and Retirement Planner - Toronto East
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Must-have - Financial Planning Designation (PFP or CFP) - Mutual Funds License (IFIC or CSC) - Minimum 2 years experience in financial planning - Proven networking and client acquisition skills - Ability...
2025 CFO, Fall Financial Analyst, Capital Markets (4 Months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 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....
Analyst - Credit Transaction Management (CTM)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary Job Description What is the opportunity? Do you thrive in working in an interactive team environment? Are you a quick learner of systems? Do you have strong written and spoken...
2025 CFO, Fall Financial Analyst, Liquidity Risk Measurement (4 months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary Looking to start your career in Financial Services? RBC provides a supportive and dynamic environment for students to grow and gain hands-on experience. As one of North Americas...
2025 CFO, Fall Financial Analyst, Capital Markets (4 or 8 Months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Summary This role will provide an opportunity to learn about the major Capital Markets lines of businesses, for the Canadian broker/dealer function for the Bank. This role will assist with the...
2025 CFO, Fall Financial Analyst, Capital Markets Balance Sheet Advisory (4 Months)
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 16 hours ago
Job Skills Communication, Financial Modeling, Financial Reporting and Analysis, Performance Management (PM) Additional Job Details Address: ROYAL BANK PLAZA, 200 BAY ST:TORONTO City: TORONTO Country...
- Toronto, ON (13 miles from Woodbridge, ON)
- 17 hours ago
- Toronto, ON (13 miles from Woodbridge, ON)
- 17 hours ago
Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize...
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Woodbridge, ON
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Woodbridge, ON 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 Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Generally Accepted Accounting Principles
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Services
- Financial Analysis
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Tableau
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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