Hire the Best Financial Services Freelancers
in Canada

Clients rate our Financial Services professionals
Rating is 4.8 out of 5.
4.8/5
Based on 182 client reviews
Hina I.

Toronto, Canada

$20/hr
4.4
5 jobs

Hello! My name is Hina Imran. I am from Ontario, Canada. I’m a website project coordinator who helps business owners and entrepreneurs turn their website ideas into reality without worrying about technical details. I specialize in managing website projects from start to finish. Whether you need a business website, a landing page, or an online store, I ensure the entire process is simple and stress-free for you. I work closely with a skilled web development team who handle the design and technical build, while I take care of: Understanding your exact needs and goals Keeping communication clear and updates on time Ensuring the project is delivered smoothly and meets your expectations.

  • Web & Mobile Design Consultation
  • Project Management
  • PHP
  • HTML
  • CSS
  • Node.js
  • Vue.js
  • React
  • Laravel
  • Canva
Craig E.

Toronto, Canada

$60/hr
5.0
15 jobs

Top Rated freelancer with over $100K earned delivering enterprise AI, automation, and process improvement solutions for businesses ranging from startups to FTSE 500 enterprises. I help organizations eliminate manual work by designing AI-powered workflows, automations and business processes that produce measurable operational improvements. Over the last 18+ years I've delivered enterprise transformation projects across insurance, finance, telecom, aerospace and manufacturing., I can take an initiative from initial discovery through requirements, implementation, stakeholder adoption, and performance tracking. My background includes finance, insurance, aerospace, healthcare, and technology. I am particularly effective in complex or regulated environments where the solution must work for frontline employees, technical teams, leadership, customers, and regulators. How I can help: AI and workflow automation strategy and implementation Business process analysis, redesign, and optimization Project and program management Lean Six Sigma and continuous improvement KPI dashboards, operational reporting, and cost-benefit analysis Excel, VBA, SQL, Microsoft Office automation, and process documentation I do more than make recommendations. I work across business and technical teams to define the problem, create a workable solution, manage implementation, and establish clear measures of success. Selected results: Earned over $100,000 on Upwork and reached the top 1% of earners within eight months Achieved Top Rated status while delivering large enterprise projects Identified a potential $1.2 million supplier chargeback through a non-conformance improvement initiative Recovered more than $300,000 in supplier overcharges by redesigning an invoice-validation process Supported AI and automation initiatives in insurance and financial services Built real-time dashboards, scheduling systems, performance tools, and workflow solutions using Excel and VBA After my earlier success on Upwork, I spent several years working directly with startups and established companies across Canada, the United States, and the United Kingdom. During that time, I led AI and finance projects, implemented automation workflows, supported product development, and helped teams convert emerging technology into useful business solutions. I am now returning to Upwork to support clients who need an experienced consultant capable of connecting process, people, data, and technology - and following the work through to implementation. My Typical Engagement Every engagement is tailored to the client's objectives, but I generally follow a structured delivery approach to ensure solutions are practical, measurable, and adopted by the business. 1. Discovery & Business Understanding I begin by understanding your business, stakeholders, objectives, and the operational challenges you're trying to solve. This ensures we're addressing the root cause rather than the symptoms. 2. Current State Assessment I review existing processes, systems, reporting, and workflows to identify inefficiencies, bottlenecks, duplication, and opportunities for improvement. 3. AI & Automation Opportunity Assessment Together, we identify where AI, automation, process redesign, or system improvements will deliver the greatest operational and commercial impact. Recommendations are prioritised based on business value and implementation effort. 4. Solution Design I translate business requirements into practical solutions, defining future-state processes, automation workflows, reporting requirements, dashboards, KPIs, and implementation roadmaps. 5. Delivery & Implementation Working with your team and technical resources, I oversee implementation, manage stakeholders, validate requirements, and ensure the solution is delivered successfully and aligned with business objectives. 6. Adoption & Performance Successful projects don't end at deployment. I support user adoption, monitor performance, refine processes, and ensure the solution delivers measurable improvements. 7. Continuous Improvement As your business evolves, I help identify new opportunities to optimise operations, expand automation, and continuously improve efficiency, reporting, and customer outcomes. I don't just deliver documentation or recommendations—I help organisations implement practical AI-enabled solutions that reduce manual work, improve operational performance, and create scalable business processes. Send me a brief description of your current process, the problem it is creating, and the outcome you want to achieve. I will help you identify a practical path forward.

  • Microsoft Office
  • Management Consulting
  • Dashboard
  • Organizational Design & Effectiveness
  • Data Analysis
  • Process Design
  • KPI Metric Development
  • Process Infographics
  • Data Management
  • Project Workflows
  • Visual Basic for Applications
  • AI Consulting
  • AI Development
  • OpenAI Codex
  • AI Agent Development
  • AI Implementation
  • Prompt Engineering
  • Automated Workflow
  • Automation
  • Cost Analysis
  • SQL
  • C#
Christopher G.

Montreal, Canada

$30/hr
5.0
3 jobs

I am a bilingual finance professional with nearly 10 years of experience in financial analysis, reporting, and investment operations. My expertise spans cross-functional coordination within high-pressure institutional environments. I excel in managing detailed financial processes while ensuring seamless communication among stakeholders. I have a proven ability to prioritize tasks, plan effectively, and take initiative to drive results. My experience as an account representative and in client and investment services has sharpened my skills in relationship management and strategic decision-making. If you need a finance expert who can navigate complex challenges and deliver actionable insights, I am ready to collaborate and help elevate your financial operations. Let's connect to discuss how I can add value to your team.

  • Investment Portfolio Review
  • Portfolio Management
  • Financial Analysis
  • Implementation
  • Financial Reporting
  • Cash Flow Analysis
  • Budget Planning
  • Microsoft Excel
  • Bloomberg Terminal
  • Salesforce
Olivia T.

Surrey, Canada

$15/hr
5.0
5 jobs

I build WordPress website that is clean, modern, professional, easy to navigate, functional website, interactive business web design that reflects brand and supports basic business need which improves online presence, customer engagement and supports business growth. ⭐ "She is an excellent WordPress developer. She handled my design and customization needs perfectly fast & professional" ⭐ I am a WordPress Developer and WordPress Designer specializing in Elementor, WooCommerce, SEO and custom WordPress websites that help businesses build credibility, generate leads, and grow online. Many businesses struggle with slow, outdated WordPress websites, poor user experience, low search visibility, and websites that fail to convert visitors into customers. I help transform those websites into fast, modern, responsive, SEO-friendly digital assets that improve user experience, strength online visibility, and support long-term business growth. With experience in WordPress website development, WordPress website design, Elementor website development, and WooCommerce development, I have built professional websites that are fast, secure, mobile-friendly, and optimized for search engines. Whether you need a new WordPress website, wordpress website redesign, an Elementor landing page built with Elementor, a WordPress website with WooCommerce store, a WordPress website bug fixes, WordPress website speed optimization, or WordPress website ongoing maintenance, I provide reliable solutions as a dedicated WordPress Developer and WordPress Designer focused on delivering secure, scalable WordPress website , and SEO-optimized WordPress websites that help your business succeed. My WordPress Services ✔ WordPress Website Design ✔ WordPress Website Development ✔ WordPress Website Redesign ✔ Elementor Website Design ✔ Elementor Pro Expert ✔ WooCommerce Store Development ✔ WooCommerce Customization ✔ Elementor Landing Page Design & Conversion Optimization ✔ PSD to WordPress ✔ Figma to WordPress ✔ Custom WordPress Development ✔ WordPress Theme Customization ✔ WordPress Plugin Installation & Configuration ✔ WordPress Bug Fixes ✔ WordPress Error Fixing ✔ WordPress Malware Removal ✔ WordPress Security Hardening ✔ Website Speed Optimization ✔ Core Web Vitals Optimization ✔ Migrate an existing website to WordPress ✔ Website Maintenance ✔ WordPress Backup & Restore ✔ Responsive Website Design ✔ Mobile-Friendly Websites ✔ SEO-Friendly WordPress Websites ✔ Technical SEO ✔ On-Page SEO ✔ Website Performance Optimization ✔ API Integration ✔ CRM Integration ✔ Website configuration ✔ WordPress Troubleshooting Why Clients Hire Me • Clean, modern, and professional website designs • Fast-loading and optimized WordPress websites • Responsive websites across all devices • SEO-friendly development practices • Secure and scalable WordPress solutions • Pixel-perfect Elementor development • WooCommerce expertise for eCommerce businesses • Reliable communication throughout every project • Attention to detail and high-quality workmanship • Timely delivery with ongoing support • Reliable, user-friendly site. Technologies & Tools WordPress • Elementor • Elementor Pro • WooCommerce • PHP • HTML5 • CSS3 • JavaScript • MySQL • Advanced Custom Fields (ACF) • Gutenberg • Divi • WPBakery • Beaver Builder • API Integration • CRM Integration • Mailchimp • Contact Form 7 • Gravity Forms • Yoast SEO • Rank Math SEO • Google Analytics • Google Search Console Industries I Work With Business Website Development, Corporate Websites, Healthcare, Real Estate, Restaurants, Construction, Education, Legal, Finance, Nonprofits, Personal Brands, Blogs, Membership Websites eCommerce Stores, Startups, Small Businesses, Corporate Website My Process • Understand your business. • Plan the website. • Design the layout. • Develop in WordPress. • Optimize speed. • Test responsiveness. • Launch. • Provide support. Why Work With Me? As a WordPress Developer and WordPress Designer, I build every WordPress project around your business goals. Using Elementor and proven SEO strategies, I create fast, responsive, and SEO-optimized WordPress websites that help businesses build credibility, improve user experience, generate more leads, and increase conversions. Whether you need a simple WordPress business website, an Elementor landing page, a WooCommerce store, or a custom WordPress solution, I deliver high-quality results as a dedicated WordPress Developer and WordPress Designer. Every WordPress website is built with clean development standards, SEO best practices, and a focus on performance, security, and long-term growth. Click the "Invite to Job" button or send me a direct message. I am happy to hop on a quick chat to discuss how we can improve your website Keywords WordPress Development, WordPress Developer, Custom WordPress Development, WordPress Website Development, WordPress Website Design, Elementor Pro, Elementor Pro Development, WooCommerce Development, WooCommerce Developer

  • WordPress
  • Elementor
  • WooCommerce
  • Web Design
  • Search Engine Optimization
  • Web Development
  • WordPress Development
  • WordPress Website Design
  • PHP
  • WordPress Customization
  • Ecommerce Website Development
  • Website Migration
  • Responsive Design
  • API Integration
  • HTML
  • JavaScript
  • WordPress Security
  • WordPress Bug Fix
  • Landing Page Design
  • Technical SEO
Neha Saroj G.

Toronto, Canada

$25/hr
4.8
101 jobs

I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.

  • SEO Writing
  • SEO Keyword Research
  • Data Entry
  • Equity Research
  • Blog Writing
  • Cryptocurrency
  • Financial Analysis
  • Financial Model
  • Financial Presentation
  • Article Spinning
  • Article Writing
  • Financial Modeling
  • Project Finance
  • Quantitative Finance
  • Financial Writing
Shradha B.

Toronto, Canada

$15/hr
4.6
15 jobs

I'm a senior PHP , Laravel & WordPress developer with extensive experience in building high quality sites. My experiences range from building responsive mobile sites that work well cross-browser to building scalable sites for the financial services industry. I like working on projects with a team that cares about creating beautiful and usable interfaces. It's important to me to build long term relationships with clients, so I'm primarily looking for long term projects. I'm flexible with my working hours and am happy to work closely with any existing freelancers you work with. I look forward to hearing from you!

  • WordPress
  • PHP
  • Laravel
  • Ionic Framework

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Rates charged by Financial Services Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

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Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Financial Services Freelancer proposals within 24 hours of posting a job description.