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.

Robust 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.

📌 Financial Analyst (Ontario)
🏢 Solus Trust
📍 Ontario