... 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
... 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
... 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
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 ...
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 ...
Montreal, QC · On-site +1
Understanding of financial workflows, payments, compliance, or financial data systems ... Organized and methodical: great meeting notes, planned approach to meeting targets * Bachelor ...
Montreal, QC · On-site +1
Understanding of financial workflows, payments, compliance, or financial data systems ... Organized and methodical: great meeting notes, planned approach to meeting targets * Bachelor ...
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being ...
Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being ...
Collaborate with compliance, finance, and monitoring teams to ensure projects meet organizational ... Contribute to coalition planning activities and other cross-functional initiatives. Required ...
Quick apply
Collaborate with compliance, finance, and monitoring teams to ensure projects meet organizational ... Contribute to coalition planning activities and other cross-functional initiatives. Required ...
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 ...
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 ...
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 ...
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 ...
Sherbrooke, QC · On-site
... 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 ...
Sherbrooke, QC · On-site
... 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 ...
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 ...
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 ...
... financial analyses, credit structuring/solutions,anddeal presentations * Completion ofthe Associate ... , Teamwork Additional Job Details Address: 3900 BOUL DE LA COTE VERTU:MONTREAL City: Montreal ...
... financial analyses, credit structuring/solutions,anddeal presentations * Completion ofthe Associate ... , Teamwork Additional Job Details Address: 3900 BOUL DE LA COTE VERTU:MONTREAL City: Montreal ...
Montreal, QC · On-site
RRI and Campaign for Nature (CfN) launched the Community Land and Conservation Finance Initiative ... Support communications logistics for CLARIFI events--including planning content, briefing speakers ...
Quick apply
Montreal, QC · On-site
RRI and Campaign for Nature (CfN) launched the Community Land and Conservation Finance Initiative ... Support communications logistics for CLARIFI events--including planning content, briefing speakers ...
... financial picture-life, family, business, and future ... Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ...
... financial picture-life, family, business, and future ... Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory ...
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 ...
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 ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
New
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
New
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
Your close, regular contact with members and clients and their associates helps you carry out ... Financial planning designation * Mutual fund representative certificate - Autorite des marches ...
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... Business planning and management skills. * Strong working knowledge of the regulatory environment ...
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... Business planning and management skills. * Strong working knowledge of the regulatory environment ...
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... Business planning and management skills. * Strong working knowledge of the regulatory environment ...
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... Business planning and management skills. * Strong working knowledge of the regulatory environment ...
CA$65K - CA$109K/yr
We focus on the design, documentation, and operations of controls around the financial reporting ... planning phase * Consultwithourclients onoperationalcontrolsand processimprovement
CA$65K - CA$109K/yr
We focus on the design, documentation, and operations of controls around the financial reporting ... planning phase * Consultwithourclients onoperationalcontrolsand processimprovement
| Aspect | Associate Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP® coursework, licensing | CFP®, Series 7, 66/65 |
| Work Environment | Support role, entry-level, team-based | Client-facing, independent or firm-based |
| Employer & Industry Usage | Financial planning firms, banks, wealth management | Independent 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.
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.

8.3
Based on 76 frontline employees who took The Breakroom Quiz
26th of 72 rated business consultants
Line of Service
AdvisoryIndustry/Sector
Not ApplicableSpecialism
Delivering Deal ValueManagement Level
Senior AssociateJob 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.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 SpecifiedAvailable for Work Visa Sponsorship?
NoGovernment Clearance Required?
NoJob 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).