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Associate Financial Planner Jobs in Quebec (NOW HIRING)

National Bank

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Help prepare portfolio analyses and/or financial planning * Keep up to date on financial markets

National Bank

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... financial planning Keep up to date on financial markets Ensure adherence to compliance and risk ...

National Bank

Wealth Associate (Hybrid)

Sherbrooke, QC · Hybrid

Sherbrooke A career as a Wealth Management Associate in the Private Banking 1859 sector at National ... Help prepare portfolio analyses and/or financial planning * Keep up to date on financial markets

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 ...

Walmart

(CAN) Asset Protection Associate

Alma, QC · On-site

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Walmart

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Walmart

(CAN) Asset Protection Associate

Cowansville, QC · On-site

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Walmart

(CAN) Asset Protection Associate

Alma, QC · On-site

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Walmart

(CAN) Asset Protection Associate

Sherbrooke, QC · On-site

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Walmart

(CAN) Asset Protection Associate

Val-d'or, QC · On-site

CA$20.35/hr

Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

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Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Quebec

Associate Financial Planner information

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.

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.

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 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.

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.
More about Associate Financial Planner jobs
What are popular job titles related to Associate Financial Planner jobs in Quebec? For Associate Financial Planner jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Quebec look for? The top searched job categories for Associate Financial Planner jobs in Quebec are:
What cities in Quebec are hiring for Associate Financial Planner jobs? Cities in Quebec with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in QC? For Associate Financial Planner jobs in QC, the most frequently searched job titles are:
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 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Wealth Associate

National Bank

On-site

Full-time

Medical, Retirement

Re-posted 10 days ago

Job description

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role: 

  • Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
  • Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
  • Open and keep client files up to date
  • Be the administrative link between the different operational departments to effectively perform required activities
  • Carry out a variety of administrative tasks related to the team’s business development and financial transactions
  • Help prepare portfolio analyses and/or financial planning
  • Keep up to date on financial markets
  • Ensure adherence to compliance and risk management rules

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completed college diploma and two years of relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
  • Knowledge of Word and Excel
  • Ability to work under pressure
  • Autonomy, initiative and discipline
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply