Financial Analyst

Solus Trust Company

North York, ON

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Financial Analyst Solus Trust Company

Solus Trust Company is a federally regulated Canadian trust company providing professional estate administration, trustee, and wealth management services. The company supports individuals, families, advisors, and institutions through trusted fiduciary solutions, helping clients manage estate settlement, wealth transfer, and financial planning needs across Canada.

A Financial Analyst at Solus Trust Company supports financial reporting, analysis, budgeting, forecasting, and business decision-making within a regulated trust and wealth management environment. Working closely with finance, trust administration, operations, and leadership teams, the Financial Analyst analyzes financial data, prepares reports, monitors performance, and provides insights that support accurate financial management, regulatory compliance, and operational improvements.

Key Responsibilities
Prepare and analyze financial reports, statements, and performance metrics.
Support budgeting, forecasting, and financial planning processes.
Analyze revenue, expenses, and operational trends to identify opportunities and risks.
Perform variance analysis and provide recommendations to management.
Assist with month-end and year-end financial close activities.
Maintain accurate financial records and ensure data integrity.
Prepare management reports, dashboards, and presentations for leadership teams.
Monitor key financial indicators and support business performance tracking.
Assist with regulatory reporting and compliance requirements.
Collaborate with finance, operations, and business teams on financial initiatives.
Identify opportunities to improve financial processes through automation and data-driven solutions.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
2+ years of experience in financial analysis, accounting, banking, wealth management, or financial services.
Strong understanding of financial reporting, budgeting, forecasting, and data analysis.
Proficiency in Microsoft Excel and financial modeling.
Strong analytical, problem-solving, and organizational skills.
Excellent communication skills with the ability to present financial insights clearly.
Ability to manage multiple priorities and meet deadlines in a regulated financial environment.
Preferred Skills
Financial reporting and analysis
Budgeting and forecasting
Financial modeling
Variance analysis
Management reporting
Investment and wealth management operations
Trust and estate services knowledge
Regulatory reporting
Process improvement
Data visualization and analytics
Risk and compliance awareness
Preferred Certifications
Chartered Professional Accountant (CPA) designation or CPA candidate
Chartered Financial Analyst (CFA) Level I or higher
Financial Modeling & Valuation Analyst (FMVA)
Canadian Securities Course (CSC)
Trust and Estate Practitioner (TEP) certification is an asset
Tools & Technologies
Microsoft Excel
Microsoft Office 365
Power BI
Tableau
SQL
Financial reporting systems
Accounting software
ERP systems
CRM platforms
SharePoint
Microsoft Teams
Bloomberg Terminal
Jira
Confluence
Why Join Solus Trust Company?
Build a career in Canada's trust, estate, and wealth management sector.
Support financial operations within a federally regulated trust organization.
Work alongside experienced finance, investment, and fiduciary professionals.
Gain valuable exposure to trust administration, investment operations, and regulatory reporting.
Enjoy competitive compensation, benefits, and professional growth opportunities.

As a Financial Analyst at Solus Trust Company, you'll play a key role in strengthening financial operations, improving business insights, and supporting responsible wealth and trust management services for clients across Canada.

#Accounting and Financial carrières

Foire aux questions

What is the job title and where is this Financial Analyst role based?

This is a full-time Financial Analyst position based in North York, ON.

What will I do day-to-day as a Financial Analyst at Solus Trust Company?

You’ll prepare and analyze financial reports, support budgeting and forecasting, analyze revenue and expenses, perform variance analysis, assist with month-end and year-end close, and prepare management reports and dashboards for leadership.

What kind of experience and qualifications are preferred for this role?

The role requires 2+ years of experience in financial analysis or related fields, a bachelor's degree in Finance, Accounting, Economics, Business Admin, or a related field, and proficiency in Excel and financial modeling.

What technical skills are important for the Financial Analyst position?

Key tools include Microsoft Excel, Power BI or Tableau, SQL, and various financial reporting systems and ERP or accounting software.

What kind of environment and focus will I be working in at Solus Trust Company?

You’ll work in a regulated trust and wealth management environment, collaborating with finance, trust administration, operations, and leadership to ensure regulatory compliance and operational improvements.

Are there opportunities for professional growth or certifications with this role?

The role offers competitive compensation, benefits, and professional growth opportunities, with preferred certifications including CPA, CFA, FMVA, CSC, and TEP as assets.