Overview
At Olympian, we don't believe in one-size-fits-all solutions. Unlike many traditional wealth management firms, we challenge the status quo to deliver tailored strategies that reflect your unique goals and today's evolving economic landscape.
We see our role as more than just managing investments. We're here to coach, guide, and innovate. By staying agile and forward-thinking, we avoid defaulting to outdated models and instead take a tactical, personalized approach to every financial plan with a team of seasoned financial experts, we bring decades of experience navigating clients through every kind of market cycle: booms, corrections, and everything in between. We understand that true financial guidance goes beyond theory. It's about applying hard-earned lessons from real-world experience to protect and grow wealth in all conditions.
Job Summary
We are currently seeking for a highly skilled and detail-oriented Financial Analyst & Planner to join our dynamic team. This role offers an exciting opportunity to contribute to strategic financial planning, analysis, and decision-making processes within a fast-paced environment. The ideal candidate will possess strong analytical skills, proficiency with various financial systems and business intelligence tools, and excellent communication abilities. Bilingual proficiency in French is a plus, as well as experience with multiple ERP and accounting software platforms. This position is essential for supporting our investment strategies, budgeting processes, and continuous improvement initiatives.
Responsibilities
- Develop and maintain complex financial models using tools such as Microsoft Excel, Power BI, Tableau, and other data visualization platforms.
- Analyze financial data from various databases including SQL, Oracle, SAP, NetSuite, Hyperion, and Microsoft Dynamics GP to identify trends and provide actionable insights.
- Prepare detailed reports and presentations using Microsoft Word and PowerPoint for senior management and stakeholders.
- Support budgeting, forecasting, and investment analysis activities by leveraging accounting software and ERP systems.
- Conduct research on market trends, industry benchmarks, and investment opportunities to inform strategic planning.
- Perform auditing procedures to ensure accuracy of financial records and compliance with regulatory standards.
- Collaborate with cross-functional teams to implement continuous improvement initiatives aimed at optimizing financial processes.
- Utilize VBA programming skills to automate routine tasks and enhance data analysis efficiency.
- Maintain effective communication with internal teams and external partners to facilitate seamless information flow.
- Assist in the development of business intelligence dashboards that support decision-making across departments.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field; advanced degrees or certifications such as CFA or CPA are a plus.
- Proven experience with financial analysis, planning, or investment banking within a corporate or financial services environment.
- Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), including advanced Excel functions such as VBA macros and data visualization techniques.
- Experience working with ERP systems such as SAP, Oracle, NetSuite, Hyperion, or Microsoft Dynamics GP.
- Familiarity with databases and SQL for data extraction and analysis; experience with Business Intelligence tools like Power BI or Tableau is highly desirable.
- Knowledge of accounting principles and auditing standards; experience with accounting software is preferred.
- Bilingual proficiency in French or other languages are highly desirable. French is advantageous for roles involving international collaboration or client interaction.
- Excellent research capabilities combined with strong analysis skills to interpret complex data sets effectively.
- Effective communication skills for preparing reports and presenting findings clearly to diverse audiences.
- Demonstrated ability to work independently as well as part of a team in a fast-paced environment focused on continuous improvement. This role offers an engaging environment where analytical expertise meets strategic financial planning—ideal for professionals eager to make impactful contributions within the financial services sector.
Experience
- (REQUIRED) Bachelor's degree in Accounting, Finance, Economics, or related field; a Master’s degree or relevant certifications (e.g., CFA, CPA) is a plus
- Any additional experience in financial analysis within financial services or investment sector are great assets to have.
- (REQUIRED) Provide a clean background check, due to strict regulations we will verify with our third- party provider to confirm all information is genuine prior to hiring, therefore we may have to ask for additional information, we will have a form to complete for that.
- Strong understanding of accounting principles and investment strategies
- Proficiency in financial modeling, Microsoft Office Suite (Word, Excel, PowerPoint, Access, Outlook) and financial software tools
- Excellent analytical skills with the ability to interpret large data sets
- Effective communication skills for presenting complex information clearly and concisely
- Hands-on experience building SOPs, audit frameworks, and internal controls
Benefits
- Quarterly bonus incentives for employees that show high client success rate.
- 3% of commission from each sucessful client
- Comprehensive health, dental, and vision insurance packages.
- RRSP Matching
- Paid Time Off (PTO) and generous paid vacation days.
Pay: $68,000.00-$92,000.00 per year
Benefits:
- Casual dress
- Commuter benefits
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flexible schedule
- Life insurance
- Mileage reimbursement
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Stock options
- Vision care
- Wellness program
- Work from home
Work Location: Hybrid remote in Toronto, ON M4P 1E4
