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Associate Financial Planner Jobs in Quebec (NOW HIRING)

Royal Bank of Canada

Associate

Montreal, QC · On-site

As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency. What will you do? * Enable Financial ...

St-Amour & Associates, Senc.

$100 - $130/hr

In this role, you will oversee financial planning, monitor financial performance, and manage the various business units. You will ensure the reliability of financial information, lead the budget ...

LG-OSS LLC

$13/hr

Financial Planning Assistance w/ 3 free consultations * Free legal services * 80 Hours of Vacation ... As a Inventory Associate, you will embody the P.A.L.S core values through performance, policy and ...

Sagard

Associate, Office of the CEO

Montreal, QC

That transformation touches every part of the business: investment teams, business teams, financial planning, and enterprise operations. This role sits at the centre of that effort. You'll work ...

BMO Financial

Financial planning designation (IPF) or willing to obtain. * CIM or CFA certification. * Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Quebec

Associate Financial Planner information

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Quebec as of August 2026, with employment types broken down into 68% Full Time, 20% Part Time, and 12% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate Financial Planner - MD Financial Planning

Scotiabank

Montreal, QC • On-site

Full-time

Posted 20 days ago

Job description

Requisition ID: 270889

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The financial planning process is how, as an organization, we choose to engage our clients to help them achieve their goals and drive our business results.

Financial Planning is a cornerstone of the MD Financial Management's service offer. The Associate Financial Planner is responsible for providing centralized financial planning and paraplanning support to the senior financial planner groups in the MD Financial Planning Office. You will use your expertise in financial planning to support the preparation of often complex financial plans by interpreting and combining financial information available from multiple sources.

Is this role right for you? In this role you will:

  • Monitor incoming demand of financial plans for the team and assign the cases to the most appropriate planner to maintain our Service Level Agreement (SLA).
  • Maintain and improve our processes and documentation.
  • Act as a liaison with our reporting team to ensure our results are reporting properly. Propose improvements to our dashboards and the way we track key performance indicators (KPIs).
  • Actively share knowledge and experience to enhance the development of all team members.
  • Take great pride in your personal development and enjoy learning new tools and techniques.
  • Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
  • Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IPF and MD Financials' policies and procedures.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
  • Proactively contribute to ongoing professional practice in the MD Financial Planning Office by maintaining awareness and currency of the latest legislative and other financial industry changes that may affect financial planning standards and practices

Education, Professional Experience, Certifications and Skills required:

  • Hold a degree in Business Administration, Commerce, or Financial Planning.
  • Hold the CFP (Certified Financial Planner) designation or the Pl. Fin. designation (in Quebec), or be willing to obtain it within the next year.
  • Have a minimum of three years of client-facing experience in the financial services industry.
  • Possess a strong understanding of the tax planning and retirement planning needs of incorporated physicians.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
#SWM

Location(s):  Canada : Quebec : Montreal || Canada : New Brunswick : Moncton || Canada : Ontario : Ottawa || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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