ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Quebec (NOW HIRING)

Valnet Inc.

Senior Accountant

Montreal, QC · On-site

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

Valnet Inc.

Valnet | Senior Accountant

Montreal, QC · On-site

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

Soucy

Participate in the project to implement a new ERP (SAP) and other special projects * Assist the Financial Director Are you the ideal person for this position? Don't wait! Come and join an exceptional ...

SYSTRA

... assist the project manager in planning, monitoring, and controlling budgets, and coordinate and prepare client billing. * Lead the financial oversight of complex projects with a strong focus on ...

EP Wealth Advisors, LLC

CA$150K - CA$200K/yr

Work with internal team members including portfolio management, operations and financial planning ... * Assist Senior VP and Regional Director with the professional development of wealth advisors

BRP Canada Operating Company, Inc.

$120 - $170/hr

Assists with the annual budgeting process and ad hoc financial planning and analysis requests ... Fulfill ad hoc projects to assist with information requests, including for senior management and ...

Td

Bus Operations Support Lead I

Montreal, QC · On-site

CA$47K - CA$66K/yr

Financial Planning team understands that helping clients set and achieve their financial goals ... Assist in building new relationships and deepening existing customer relationships Partner with the ...

PwC

Deals Strategy Senior Associate

Montreal, QC · On-site

... 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 ...

previous page

Showing results 41-60

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Quebec

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.

More about Financial Planning Assistant jobs

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:

Financial Planning Assistant jobs near you
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.

Senior Commercial Finance & Profitability Analyst

Agropur Cooperative

Quebec, QC • On-site, Remote

CA$105/hr

Full-time

Retirement

Re-posted 2 days ago

Job description

Job Type:Regular

People are at the heart of our success. Our culture encourages collaboration, transparency, and accountability to generate value and achieve sustainable results. Being part of the team means committing to an environment where everyone's impact truly matters.

At Agropur, every role directly contributes to key outcomes. Performance is measured by impact and value created-not by the number of actions taken.


As a Senior Commercial Finance & Profitability Analyst, you will work closely with Sales, Marketing, and Finance teams to identify growth opportunities, optimize customer profitability, and support high-impact strategic decisions. Through your analyses and strong understanding of commercial drivers, you will influence key decisions that shape the company's performance.

An environment that enables you to focus on what truly matters:

  • Recognition of years of service for vacation calculation;
  • Flexible remote work options;
  • Flexible group insurance plan including telemedicine services;
  • Employee assistance program;
  • Opportunities to invest in yourself (career development, etc.);
  • Annual bonus;
  • Pension plan with company contributions;
  • Salary scale 005: $84 600$ to $105 800 (Base salary will be determined based on your academic background, experience, training, and skills related to the position.)

Your role in achieving results:


  • Analyze sales performance and profitability (Gross-to-Net, volume, mix, margins) to identify key optimization levers;
  • Identify trends and develop strategic recommendations based on comparative analyses;
  • Contribute to revenue growth through both new client development and optimization of existing margins;
  • Assess risks and opportunities related to commercial agreement renewals;
  • Participate in budgeting processes and forecasting (sales, revenue, and margins by customer);
  • Support the evolution of financial planning processes and their operational deployment;
  • Develop and optimize financial models (notably in SAP Analytics Cloud and other tools);
  • Ensure the quality and consistency of financial data used for decision-making;
  • Collaborate closely with Finance, Sales, Marketing, and Category teams to understand business challenges;
  • Produce high-value analyses to support leadership decision-making;
  • Contribute to financial transformation initiatives and profitability model improvements;
  • Act as a key partner between Finance, BI, and IT to ensure the performance of existing solutions;
  • Present insights and recommendations to teams and influence decision-making.

What we are looking for to deliver these results:


Bachelor's degree in Business Administration or other relevant fields;
3 to 5 years of relevant experience;
Strong customer-focused approach;
Knowledge of SAP is an asset;
Good knowledge of Excel (formulas, pivot tables). Power Query is an asset;
Bilingual (spoken and written - French and English) - frequent communication with partners, clients, and/or employees outside Quebec.

A role for those who want to make a real impact and contribute to measurable and sustainable results.


Agropur welcomes people from all backgrounds and origins. We are proud to be an employer with a diverse community and are committed to providing a respectful and inclusive experience for all employees and applicants. We will work with candidates who request accommodation. Please note that an adequate knowledge of French is required for positions in Quebec.Agropur uses artificial intelligence technology to assist our recruiters in screening, assessing, or selecting applicants for this position.

In this text, the use of the masculine gender to designate persons is intended only to lighten the text.

Apply