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Financial Planning Assistant Jobs in Quebec (NOW HIRING)

CA$70/hr

... planning and advice? 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 ...

... planning and advice? 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 ...

CA$140K - CA$175K/yr

The FP&A Senior Manager will oversee an FP&A Analyst and coordinate with senior leadership to ... Improve forecasting accuracy, reporting efficiency, and data integrity. * Assist with ...

Financial Analyst (FP&A)

Montreal, QC · On-site

CA$57K - CA$107K/yr

Financial Analyst (FP&A) Job Location: Montreal, QC Job Code: 42433 Job Schedule: Day Shift ... Financial reporting process improvement projects. * Assist in preparation of three year Plan and ...

... planning and advice? 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 ...

... planning and advice? 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 ...

... planning and advice? 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 ...

... planning and advice? 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 ...

... planning and advice? 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 ...

... planning and advice? 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 ...

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Financial Planning Assistant information

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

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

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

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

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

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

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

What cities in Quebec are hiring for Financial Planning Assistant jobs?

Cities in Quebec with the most Financial Planning Assistant job openings:

Infographic showing various Financial Planning Assistant 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.

Financial Analyst - Financial Planning & Analysis

Reitmans (Canada) Ltée/Ltd

Montreal, QC • Hybrid

Full-time, Part-time

PTO

Posted 6 days ago


Job description

Company Description

We’re RCL - Reitmans Canada Limited. We’ve been part of the fabric of Canada’s fashion landscape since 1926, and today, we’re elevating our iconic brands – Reitmans, RW&CO, and PENN. Penningtons – more than ever before.

Our vision is to empower Canadians to live confidently, and our mission is to create collections of uncompromising style and quality for all. 

With close to 400 stores nationwide and collections designed right here at home, in Canada, we offer an exceptional customer experience. What drives us? A clear vision, unwavering commitment to our customers, and the passion of our thousands of employees across the country.

Job Description

I’d make it feel more developmental and hands-on, and soften language like “cost governance,” “financial discipline,” and “financial oversight,” which can make the role sound more senior than a 2–3 year profile.

Position Overview

Reporting to the Director, FP&A, the Financial Analyst – Financial Planning & Analysis will support financial planning, reporting, and analysis across the organization. This role provides the opportunity to build strong FP&A experience while developing an understanding of key areas of the business, including projects, advertising, freight, and store operating costs.

Working closely with the FP&A team and business partners, the Analyst will support budgeting and forecasting, analyze financial results, help track spending, and prepare reporting and insights that support business decisions.

This is a great opportunity for an analytical and detail-oriented finance professional with 2–3 years of experience who is looking to grow their FP&A skills in a collaborative and fast-paced retail environment.

Key Responsibilities

  • Support the preparation of budgets and forecasts for operating expenses, including projects, advertising, freight, and store costs
  • Analyze actual results against budgets and forecasts and help identify and explain key variances
  • Prepare regular financial reports, analyses, and summaries to support the FP&A team and business partners
  • Track advertising and other spending and help analyze performance and return on investment
  • Support the tracking and validation of expenses to ensure financial information is accurate and complete
  • Assist with the preparation of business cases and follow-up analysis to compare results against initial assumptions
  • Work with internal teams and Procurement to track vendor spending and monitor performance against budget
  • Help maintain and improve financial models, reports, and planning tools
  • Support month-end and other financial reporting activities as required
  • Identify opportunities to simplify reporting, improve processes, and strengthen the quality of financial information
  • Build relationships with business partners and develop an understanding of the financial drivers of the business
Qualifications

What Sets You Apart

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
  • 2–3 years of experience in finance, FP&A, accounting, or a related analytical role
  • Interest in developing your career in financial planning and analysis

Technical Skills

  • Strong working knowledge of Excel, including financial analysis and reporting
  • Comfortable working with financial data from multiple sources and ensuring accuracy
  • Experience with financial systems such as Prophix or PeopleSoft is an asset, but not required

Skills & Strengths

  • Strong analytical skills with good attention to detail
  • Curious and eager to learn, with an interest in understanding the business behind the numbers
  • Clear communicator who is comfortable working with different teams across the organization
  • Organized and able to manage multiple priorities and deadlines
  • Collaborative and comfortable working in a fast-paced, evolving environment

Languages

  • Bilingual in French and English, with the ability to collaborate with partners and stakeholders across Canada

    Additional Information

    What Sets Us Apart:

    • Ultimate Flexibility*: Enjoy a hybrid work environment that ensures the perfect balance between work and personal life.
    • Well-Being First: Access a comprehensive benefits program designed to take care of you.
    • Flexible Time Off*: Paid leave, sick days, and vacation time to recharge and spend quality time with loved ones.
    • Exclusive Discounts*: Enjoy 50% off regular-priced items from PENN. Penningtons, Reitmans, and RW&CO.
    • Referral Rewards*: Refer your professional network and earn a bonus for helping us grow our talented team
    • Growth opportunities*: Annual bonuses, career advancement, and tuition reimbursement to help you reach your professional goals.

    *Certain conditions apply

    Total rewards are aligned with your employment status, offering different perks depending on whether you're full-time, part-time, or under contract.

    Reitmans (Canada) Limited is an equal opportunity employer committed to a diverse, inclusive, and accessible workplace where everyone belongs. If you are contacted for an employment opportunity, please advise us of any accommodation required throughout the recruitment process. All information provided will be kept confidential and used solely to support an accessible candidate's experience.

    The use of Artificial Intelligence may be used for candidate screening purposes.

    We thank all applicants. Only selected candidates will be contacted.

    #LI-Hybrid

    #LI-MB1