Financial Planning Analyst

3 weeks ago


Toronto, Ontario, Canada CMLS Financial Ltd. Full time
Position Overview

The Financial Analyst at CMLS Financial Ltd. plays a crucial role in evaluating and interpreting financial data to support strategic decision-making.

Educational Requirements
  • Bachelor's degree in Finance, Accounting, or a related field
  • Equivalent professional experience is also acceptable
Work Environment

This position is set within a hybrid work model, allowing for flexibility in the workplace.

Key Responsibilities
  • Conduct thorough examinations and analyses of financial and investment data, including company profiles, stock or bond valuations, yields, and market trends.
  • Prepare comprehensive reports on company performance, industry insights, and economic forecasts.
  • Offer investment guidance and recommendations to clients, senior management, pension fund administrators, and securities professionals.
  • Participate in financial negotiations and contribute to the financial components of contracts and tenders.
  • Execute various administrative functions as required.
Supervisory Role

This position does not entail supervisory responsibilities.

Technical Proficiency

Proficiency in MS Excel is essential for this role.

Work Conditions

Attention to detail is paramount in this position, ensuring accuracy in all financial analyses.

Experience Requirements

Applicants should possess between 2 to 3 years of relevant experience in financial analysis.

Employee Benefits
  • Health Benefits: Comprehensive dental, disability, and healthcare plans, along with paramedical services and vision care.
  • Financial Incentives: Eligibility for bonuses, group insurance, and participation in a Registered Retirement Savings Plan (RRSP).
  • Long-term Benefits: Maternity and parental leave options.
  • Additional Perks: Deferred Profit Sharing Plan (DPSP), paid time off for volunteering or personal days, and access to a wellness program.
Work Schedule

The standard workweek consists of 37.5 hours.



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