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Associate Financial Planner Jobs in Quebec (NOW HIRING)

... Planning: Assist clients in setting their business ambitions, generate and evaluate key strategic ... Leading Canadian financial buyers (Private Equity and Pension Funds); and Inbound financial and ...

New

In this role, you support store success by maintaining financial accuracy, pricing integrity ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...

Understanding of financial workflows, payments, compliance, or financial data systems ... Organized and methodical: great meeting notes, planned approach to meeting targets * Bachelor ...

... their financial goals. The RBC Dominion Securities Pointe-Claire branch is looking for a ... Leverage your passion for planning to coordinate and prepare meetings for advisors with their ...

... their financial goals. The RBC Dominion Securities Place Ville Marie branch is looking for a ... Leverage your passion for planning to coordinate and prepare meetings for advisors with their ...

... financial goals. The RBC Dominion Securities Sherbrooke branch is looking for a resourceful ... Leverage your passion for planning to coordinate and prepare meetings for Advisors with their ...

... their financial goals. The RBC Dominion Securities Trois-Rivieres branch is looking for a ... Leverage your passion for planning to coordinate and prepare meetings for advisors with their ...

Associate, Corporate Development

Quebec, QC · On-site +1

CA$70K - CA$90K/yr

Evaluate opportunities against strategic and financial criteria, including company lifecycle stage ... Organizational discipline: strong planning and prioritization; meticulous CRM hygiene; ability to ...

Showing results 41-60

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.
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:
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.

Deals Strategy Senior Associate

PwC

Montreal, QC

Full-time

Posted 2 days ago

New


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Delivering Deal Value

Management Level

Senior Associate

Job Description & Summary

Whatever their specific business priorities, unlocking new ways to create durable, long-term value is critical for our clients. A career with Value Creation will provide you with the opportunity to help clients enhance their revenue and maximize profitability, especially during mergers and acquisitions (M&A) processes.
PwC Deals Strategy - Value Creation Practice
We help our clients determine the right strategic priorities to grow profitably and maximize value and offer support and practical solutions to achieve these objectives. We combine strategic insight, rigorous analysis and in-depth industry expertise with access to PwC's global network of industry and functional specialists, local knowledge and resources.
Growth Strategy: Assist clients assess where and how to grow by identifying organic and inorganic growth opportunities, unlocking growth levers and prioritizing growth programs (e.g., geographies, sectors / industries, customer segments, products / services)
Strategic Planning: Assist clients in setting their business ambitions, generate and evaluate key strategic initiatives to achieve these and deliver against a plan
Market Entry Strategy: Assist clients in assessing the attractiveness of a market by understanding market dynamics, including size (current and future), growth rate, key trends, market segments, profitability and cost structure, customers, distribution channels, key players and disruptors
Commercial Due Diligence: Assist both financial and corporate buyers and sellers in evaluating investments by understanding the dynamics of the deal and the business, including deal hypotheses, industry dynamics, value drivers, synergies and risks
In addition to working with clients, we regularly engage in new business development initiatives such as white paper discussion documents, client proposals, and practitioner training to increase our team's overall capabilities.
Our Clients
We support clients across a broad range of industries and on a wide range of transaction sizes; our core Deal Strategy clients include:
Major Canadian private and public corporations;
Leading Canadian financial buyers (Private Equity and Pension Funds); and
Inbound financial and strategic acquirers.

The Opportunity

As aDeal Integration and Value Realization Senior Associate,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:

  • Collaborate with clients in defining their strategic ambitions and developing actionable plans to achieve long-term growth objectives

  • Facilitate strategy development processes, including strategic assessments,optionevaluationand prioritization of key initiatives

  • Work with executive teams in evaluating organic and inorganic growth opportunities, including acquisitions,partnershipsand new market expansion

  • Identifygrowth or operational enhancement opportunities to rapidly increase performance supported by data analysis

  • Partnering with companies in delivering on execution of growth or improvement opportunities

  • Support the development of growth plans, channelstrategiesand product strategies for clients to enable them to grow their business and maximize their enterprise value

  • Assistin developing the future strategy, businessmodeland cost reduction targets as well as implementation plans to rapidly deliver on cost reduction initiatives

  • Identifyquick wins to improve earnings and build stakeholder confidence

  • Help client management develop and implement a turnaround or transformation program

WhatYou'll Bring
Your skills, knowledge, and experiences are what set you apart.Here'swhat we look for:

  • Strong problem-solving skills (both quantitative and qualitative)

  • Experience with business strategy, strategy deploymentprogramsor strategic transformation programs

  • Advisory experience from a management consultancy, or as an 'internal consultant' in a multinational corporate

  • Strong analytical skills; ability to conduct analysis with spreadsheets, financial and operational KPIs, to create sustainable value for clients

  • Financial acumen - comfort with P&L analysis, cashflowand balance sheet work

  • General understanding of the M&A lifecycle, including transaction strategy, due diligence, value creationplanningand post-transaction execution.

  • Strong executive communication and presentation skills, with the ability to synthesize complex analyses into clear recommendations and prepare executive-ready PowerPoint deliverables.

  • Willing to travel occasionally throughout Canada, with the potential to travel outside of Canada, depending on client requirements. Candidates must be able to enter the USA to work on client assignments

  • PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer.

  • The successful candidaterequiresfluency in English, in addition to French asthey willbe requiredto support or collaborate with English-speaking clients, colleagues and/or stakeholdersduring the course oftheir employment with PwC Canada

Thisposition ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $77,500 - $127,500.The posted salary rangerepresentsthe expected hiring range forPwC locations in major citycentres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary isdeterminedby your skills, experience,qualificationsand work location.In addition to base salary, eligible employees may have opportunities toparticipatein variable incentive pay programs which are designed to reward individual and firm-wide achievements.We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation.During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou'lllove PwC

We'reinspiring and empowering our people to change the world. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support yourwellbeing,through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at:https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Administration, Business Process Improvement, Carve-Outs, Change Management, Client Management, Communication, Contract Negotiation, Cost Efficiency, Cost Reduction, Creativity, Embracing Change, Emotional Regulation, Empathy, Enhanced Due Diligence, HR Due Diligence, Inclusion, Initial Public Offering (IPO), Intellectual Curiosity, Learning Agility, M&A Strategy, Market Research {+ 15 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

August 7, 2026We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

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