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Associate Financial Planner Jobs in Quebec (NOW HIRING)

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 ...

PwC

Deals Strategy Senior Associate

Montreal, QC · On-site

... 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 ...

Walmart

(CAN) Office Support Associate

Saint-jerome, QC · On-site

CA$19.55/hr

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 ...

Mako Fintech

Customer Success Associate

Montreal, QC · On-site +1

  • PTO

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

Royal Bank of Canada

Associate

Pointe-claire, QC · On-site

... 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 ...

Royal Bank of Canada

Associate

Montreal, QC · On-site

... 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 ...

Royal Bank of Canada

Associate

Trois-rivieres, QC · On-site

... 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 ...

Pwc

May 2027 - Tax (CPA) - Full-time - Montreal

Montreal, QC · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...

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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.

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, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

(CAN) Asset Protection Associate

Walmart

Val-d'or, QC • On-site

CA$20.35/hr

Full-time

Re-posted yesterday

Walmart rating

6.0

Company rating: 6.0 out of 10

Based on 22,451 frontline employees who took The Breakroom Quiz

25th of 39 rated national retailers

Job description

Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following Asset Protection standards and demonstrating positive, professional behaviour, this role helps prevent financial and physical loss, reduce shrink, and support store profitability. Through awareness, observation, and teamwork, the Asset Protection Associate helps protect people, merchandise, and the overall shopping experience.What you'll do...

WHAT YOU'LL DO
Store Security and Loss Prevention
Conducts daily patrols of the store to help ensure a safe and secure environment. Verifies that doors, showcases, and security features are functioning properly and takes action as required.
Investigations and Case Support
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external theft, organized retail crime, and cases assigned through Walmart Canada Global Ethics.
Emergency Response and Store Support
Supports store evacuation and emergency procedures during incidents such as fire or other emergencies. Participates in store task team responsibilities as required to support overall operations.
Enforcement and External Apprehensions
Carries out external apprehensions when required, in compliance with Company policies and legal standards.
Communication and Reporting
Gathers and communicates information from multiple sources, clearly explaining issues and findings to leadership and other stakeholders while presenting relevant perspectives.
Additional Duties
Completes additional responsibilities as required to support evolving business needs and Asset Protection priorities.
Flexibility (Availability/Work Schedule)
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runssmoothlyand customers receive consistent, high-quality service.
POTENTIAL CHALLENGES IN THIS ROLE
High Task Volume in a Fast-Paced Environment
Manages overnight hours effectively and planning accordingly to stay energized and focused.
Effectively manages work hours and plans ahead to maintain energy and focus throughout the shift.
Handles a fast-paced workload with efficiency, ensuring large volumes of restocking and recovery are completed accurately and on time.
Physical Demands
Performs physical tasks such as standing for extended periods, bending, and lifting inventory, equipment, or supplies weighing up to 20 lbs., and occasionally up to 50 lbs.
Performs repetitive tasks such as stocking, zoning, and organizing products with attention to detail and consistency to uphold store standards.
WHY YOU'LL ENJOY WORKING HERE
Energetic, Fast-Paced Environment
Thrive in a dynamic setting where every day brings something new.
Appreciation for Your Efforts
Your contributions are recognized and valued.
Career Growth Opportunities
Build your skills and advance your career with us.
Meaningful Impact
Take pride in helping customers save money and live better.

The minimum rate of pay for this position starts from $20.35.

Le taux horaire minimum pour ce poste debute a 20.35.Minimum Qualifications...

Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications.

Age - 16 or olderLicense - Security Guard LicensePreferred Qualifications...

Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications.

Walmart will accommodate the disability-related needs of applicants and associates as required by law.

Primary Location...

1855 3E Av, Val-D'Or, QC J9P 7A9, CanadaAre you currently a Walmart associate?Please login to your Workday account and use the Find Jobs report to apply for this job.
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Important Note: To support resume screening, interviews and other candidate evaluations, we may use artificial intelligence-powered tools, including internal or third-party developed automated decision-making tools. For more information, please see Walmart Canada Job Applicant Privacy Notice.

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About Walmart

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From our humble beginnings as a small discount retailer in Rogers, Ark., Walmart has opened thousands of stores in the U.S. and expanded internationally. Through innovation, we're creating a seamless experience to let customers shop anytime and anywhere online and in stores. We are creating opportunities and bringing value to customers and communities around the globe. Walmart operates approximately 10,500 stores and clubs in 19 countries and eCommerce websites. We employ 2.1 million associates around the world — nearly 1.6 million in the U.S. alone.

Industry

Retail and transportation and warehousing

Company size

10,000+ Employees

Headquarters location

Bentonville, AR, US

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