Overview

Financial Analyst Solus Trust CompanySolus 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 ResponsibilitiesPrepare 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.QualificationsBachelor'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 SkillsFinancial reporting and analysisBudgeting and forecastingFinancial modelingVariance analysisManagement reportingInvestment and wealth management operationsTrust and estate services knowledgeRegulatory reportingProcess improvementData visualization and analyticsRisk and compliance awarenessPreferred CertificationsChartered Professional Accountant (CPA) designation or CPA candidateChartered Financial Analyst (CFA) Level I or higherFinancial Modeling & Valuation Analyst (FMVA)Canadian Securities Course (CSC)Trust and Estate Practitioner (TEP) certification is an assetTools & TechnologiesMicrosoft ExcelMicrosoft Office 365Power BITableauSQLFinancial reporting systemsAccounting softwareERP systemsCRM platformsSharePointMicrosoft TeamsBloomberg TerminalJiraConfluenceWhy 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.