1

Financial Planning Assistant Jobs in Quebec (NOW HIRING)

Project Support * Assist functional group to maintain paper and electronic document management, ensuring all documents are reviewed, entered, tracked and filed in accordance with project, corporate ...

... * Assist, in the preparation of the Plan, Update & LBE cycles from an SG&A perspective. * Collaborate with Accounting, FP&A, and business stakeholders to improve processes and reporting.

Analyze financial data to identify trends, risks, and improvement opportunities * Assist with ... Collaborate cross-functionally with FP&A, operations, and leadership teams * Identify and implement ...

CA$72/hr

Are you passionate about connecting personally with customers to assist them in achieving their ... A self-initiator with strong organizational, planning and time management skills Who We Are: TD is ...

Showing results 21-40

Financial Planning Assistant information

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 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 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 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 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 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Senior Financial Analyst, FP&A

Brookfield Renewable

Gatineau, QC โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago


Job description

Brookfield Renewable is one of the core businesses under Brookfield Corporation (“Brookfield”), one of the world’s leading alternative asset managers. Brookfield Renewable is one of the world’s largest owners, operators, and developers of renewable power, with $102 billion of power assets under management. Our portfolio of hydropower, wind, utility-scale solar, distributed generation, and storage assets extends across North America, South America, Europe, India, and China, totaling almost 33,000 megawatts of capacity, and over 7,000 generating facilities globally. 


At Brookfield Renewable, we attract and retain high-performing individuals who are interested in making an impact, driving meaningful change and being part of a fast-paced and collaborative environment.  Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Together, we contribute to the success of one of the fastest growing and largest publicly traded, pure play renewable power platforms in the world while supporting decarbonization and greater energy sustainability to facilitate the global transition.


Reporting to the Manager, Financial Planning and Analysis, the incumbent will be responsible for providing analysis and insights into the business results for management reporting purposes. This position presents a challenging opportunity to participate in a growth-oriented organization and to gain exposure and understanding of the energy industry.


You’ll want to join our team for:

  • The competitive compensation package
  • Opportunities for professional growth
  • Our health, dental & paramedical benefits
  • Our retirement savings plan
  • Our new LEED-certified office building
  • The on-site gym & bike storage room


Responsibilities

  • Actively participate in the annual budgeting process, including coordination with various stakeholders across the organization, the consolidation and analysis of budgets and the preparation of management reports and presentations;
  • Actively participate in the monthly forecasting process, providing analysis comparing to budget, prior year and prior forecast;
  • Prepare various types of financial analyses using key performance indicators specific to the renewable energy industry;
  • Assist with the integration of newly acquired or developed assets into the reporting framework.
  • Develop and manage analytical tools and processes to improve the quality and transparency of financial performance reporting and to facilitate ad hoc reporting;
  • Participate in process improvement initiatives, ensuring process changes are appropriately implemented, documented and communicated;
  • Provide support to the Manager, FP&A in various related activities and projects.


Requirements

  • Demonstrated ability to draw insights from information and convey complex information in a straightforward manner;
  • Excellent written communication skills to convey technical accounting and financial performance in a clear and concise manner;
  • Excellent interpersonal skills; ability to work with and build relationships with a diverse group at all levels of the organization.


Qualifications

  • Post-secondary education in Business Administration combined with a recognized professional designation (CPA or CFA);
  • Minimum three (3) years of related work experience;
  • Background of in-depth financial analysis and management reporting;
  • Self-motivated with demonstrated initiative;
  • Knowledge of IFRS is considered an asset;
  • Strong oral and written communication skills.


Education

  • Undergraduate degree in Accounting, Finance or an MBA, or equivalent.

Brookfield embraces and promotes the principles of diversity, equity and inclusion. We welcome and encourage applications from all qualified candidates, including women, Indigenous peoples and other persons of all races, ethnic origins, religions, abilities, sexual orientations, and gender identities and expressions. We also provide accommodation during all parts of the hiring process, upon request. If contacted to proceed to the recruitment process, please advise us if you require any accommodation.

Company Description

Brookfield is a leading global investment firm with over $1 trillion of assets under management. We invest on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth.

Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.