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Financial Planner Jobs in Quebec (NOW HIRING)

Td

Financial Planner - Gaspe

Gaspe, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Td

Financial Planner - Hull/Gatineau

Gatineau, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Td

Financial Planner - Chomedey Laval

Laval, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

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Financial Planner - Saint-Eustache

Saint-eustache, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Td

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Td

Financial Planner - Saint-Eustache

Laval, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Scotiabank

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build ...

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Financial Planner - West Island

Pointe-claire, QC

CA$70/hr

  • Medical

  • Retirement

  • PTO

If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...

Td

CA$70/hr

Whether you are an experienced Financial Planner seeking a stimulating environment or a banking professional ready to advance your career in financial planning, this event will introduce you to a ...

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Showing results 21-40

All JobsFinancial Planner JobsFinancial Planner Jobs in Quebec

Financial Planner information

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Quebec?

The most popular types of Financial Planner jobs in Quebec are:

What are popular job titles related to Financial Planner jobs in Quebec?

For Financial Planner jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Quebec look for?

The top searched job categories for Financial Planner jobs in Quebec are:

What cities in Quebec are hiring for Financial Planner jobs?

Cities in Quebec with the most Financial Planner job openings:

What are popular job titles related to Financial Planner jobs in QC?

For Financial Planner jobs in QC, the most frequently searched job titles are:

Financial Planner jobs near you
Infographic showing various 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 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Planner Relationship

Royal Bank of Canada

Longueuil, QC • On-site

Full-time

Re-posted 25 days ago

Job description

Job Description

What is the opportunity?

As an RBCFinancial Planner,youhave the opportunity tomanage andgrowa portfolio ofmass affluent clients.Youprovide ongoingcomprehensivereviewsof your clients' financial circumstances,creatinglong-term relationships through superioradvice, financial planningexpertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achievetheir long-term goals. With a combination of base plus variable compensation,you can create the future you want for yourself and for the clients you advise.

What will you do?

  • Providetailor-made financial planning advice andhelp clients reach their goals,using our unparalleled array of investment,credit,andeverydaybankingsolutions

  • Activelymaintainandexpandyourportfolio of clients using value-based relationship management practices, achieving performance targets

  • Cultivaterelationships with service partners and local marketstooptimizebusiness opportunities and referrals

What do you need to succeed?

Must-have

  • Financial Planning Designation (IPF)

  • Mutual Funds License (IFIC or CSC)

  • Minimum3years' experience in financial planning

  • Proven networking and client acquisition skills

  • Ability to develop a strong referral network

  • Bilingualism (English and French)required, as you will regularly serve our clients with English and French-speaking needs.

What'sin it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits

  • Work with a dynamic, collaborative, progressive, and high-performing team

  • A world-class training program in financial services

  • Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

2068 CH DE CHAMBLY:LONGUEUIL

City:

Longueuil

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-06

Application Deadline:

2026-08-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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