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Financial Planning Assistant Jobs in Quebec (NOW HIRING)

Support ERP and reporting system implementations or upgrades * Assist with monthly, quarterly, and annual financial reporting and variance analysis * Investigate and resolve A/R and A/P discrepancies ...

Gather, organize, and analyze historical and current data to support planning activities. * Help ... * Assist in identifying trends, opportunities, and areas for improvement. Process improvement:

Gather, organize, and analyze historical and current data to support planning activities. Help ... Assist in identifying trends, opportunities, and areas for improvement. Process improvement:

Gather, organize, and analyze historical and current data to support planning activities. * Help ... * Assist in identifying trends, opportunities, and areas for improvement. Process improvement:

CA$33K - CA$50K/yr

Familiarity with technology applications and software used in the financial planning and investment industry. * Must meet the licensing and certification requirements for the branch / jurisdiction ...

New

CA$90K/yr

Participer à des projets liés aux systèmes ERP et à l'amélioration des outils de gestion ... Conduct financial analyses to identify trends, risks and opportunities for improvement. * Assist ...

Join Amrize as a Lab Assistant and help construct what's next. If you're ready to put your skills ... Access to voluntary programs like RRSP and TFSA for future financial planning. * Healthy Living ...

Identify opportunities to improve reporting efficiency and accuracy * Assist in system ... Advanced Excel skills; experience with ERP systems (Oracle NetSuite) * Experience with financial ...

Showing results 21-40

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.

Mid-Level Analyst - Financial Planning and Analysis

Innergex Renewable Energy Inc.

Longueuil, QC • On-site

$70 - $95/hr

Other

Medical, Retirement, PTO

Posted yesterday

New


Job description

Why should you join our team?

Innergex Renewable Energy Inc. is an independent renewable energy producer with an extensive and growing portfolio of assets in Canada, the United States, France and Chile. The Corporation develops, acquires, owns and operates hydroelectric facilities, wind farms, solar farms and energy storage facilities.

For more than 30 years, Innergex has believed in a world where abundant renewable energy promotes healthier communities and creates shared prosperity. We are convinced that generating power from renewable sources will lead the way to a better world. We remain committed to responsible growth that balances people, our planet, and prosperity. We believe in offering an engaging, inclusive and supportive work environment where each team member can thrive.

Your contribution!

As a Mid-Level Financial Analyst, you will play a key role in producing and refining the financial and operational reports that guide the company’s strategic decisions. You will actively contribute to the budgeting process and consolidated forecasts, while leveraging your skills in modeling and variance analysis to shed light on key results and trends. With a curious mindset and a focus on continuous improvement, you’ll help optimize tools, models, and KPI dashboards, and collaborate on cross-functional projects that are visible to senior management.

Your day-to-day!
  • Assist in the preparation of monthly management, financial, and operational reports;
  • Participate in the annual budgeting process (corporate, business units, shared services) and support managers in budget monitoring;
  • Contribute to consolidated financial forecasts and prepare monthly reports;
  • Maintain and improve financial models and performance tracking files;
  • Create/update KPI dashboards and prepare the related reports;
  • Conduct variance analyses and explain key discrepancies;
  • Use Oracle/OneStream/Adaptive to optimize reporting processes;
  • Present monthly financial results to business unit managers, lead performance review meetings, and answer questions regarding results, variances, and forecasts;
  • Participate in the FP&A team’s projects and conduct ad hoc analyses.
Your skills, our requirements!
  • At least 3–5 years of experience in finance, accounting, FP&A, or a related field;
  • Hold a bachelor's degree in Accounting, Finance, or Economics;
  • Experience working in a multi-company environment is a plus;
  • Experience with multi-currency environments is a plus;
  • Strong analytical and problem-solving skills, with the ability to translate data into information useful for decision-making;
  • Ability to work under tight deadlines and in a context of shifting priorities;
  • Be thorough, resourceful, and pragmatic;
  • Ability to synthesize and analyze information, and work independently;
  • Strong proficiency in Excel, including financial modeling and data analysis (knowledge of pivot tables, VLOOKUP, and advanced functions);
  • Knowledge of Oracle and/or OneStream is a plus;
  • Bilingualism (French and English, both spoken and written) is required to facilitate ongoing collaboration with various stakeholders outside Quebec.
Additional considerations!
  • The position is based at the company's head office in Longueuil, steps away from the Longueuil-Université de Sherbrooke metro station;
  • This position is a P2 level.
Our benefits!
  • Competitive salary and annual bonus
  • Three weeks vacation to start and paid vacations during the holiday season
  • 100% Innergex-funded medical insurance from day one of employment, including primary care services via telemedicine
  • Group retirement plans with employer participation
  • 100% Innergex-funded Wellness account
  • Electric vehicle (E-VIP) incentive program
  • Hybrid work model
  • Career development opportunities
  • Offices accessible by public transportation

Innergex is an equal opportunity employer that values each person’s unique background, diversity, experiences, perspectives and talents. Innergex is committed to providing employees with a work environment free of discrimination and harassment and bases all employment decisions on business needs, job requirements and individual qualifications. The key to our success as a global company is to recruit, develop and retain the most talented people from a diverse candidate pool.

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