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Financial Planning Associate Jobs in Quebec (NOW HIRING)

RICHTER

$70 - $100/hr

August 3, 2026 * Full-Time Locations Showing 1 location Description Analyst/Associate US Financial ... What we are looking for: * 2-5 years of relevant experience (CPA Audit, FP&A, CFA) * Proficient in ...

New

Royal Bank of Canada

Associate

Montreal, QC · On-site

As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency. What will you do? * Enable Financial ...

St-Amour & Associates, Senc.

$100 - $130/hr

In this role, you will oversee financial planning, monitor financial performance, and manage the various business units. You will ensure the reliability of financial information, lead the budget ...

National Bank

Wealth Associate

Sherbrooke, QC · Hybrid

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Help prepare portfolio analyses and/or financial planning * Keep up to date on financial markets

National Bank

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Help prepare portfolio analyses and/or financial planning * Keep up to date on financial markets

National Bank

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... financial planning Keep up to date on financial markets Ensure adherence to compliance and risk ...

National Bank

Wealth Associate (Hybrid)

Sherbrooke, QC · Hybrid

Sherbrooke A career as a Wealth Management Associate in the Private Banking 1859 sector at National ... Help prepare portfolio analyses and/or financial planning * Keep up to date on financial markets

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Showing results 1-20

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Quebec

Financial Planning Associate information

See Quebec salary details

$31.5K

$54.2K

$81K

How much do financial planning associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial planning associate in Quebec is $54,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $60,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What are popular job titles related to Financial Planning Associate jobs in Quebec? For Financial Planning Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Quebec look for? The top searched job categories for Financial Planning Associate jobs in Quebec are:
What cities in Quebec are hiring for Financial Planning Associate jobs? Cities in Quebec with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,160 per year, or $26 per hour.

Estate Planning Associate (Financial Security Advisor)

Royal Bank of Canada

Montreal, QC • On-site

Full-time

Posted 5 days ago

Job description

Job Description

What is the opportunity?

RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic insurance solutions that complement the wealth management needs of high-net-worth clients. As an Estate Planning Associate, the main focus of your role is to provide impeccable client service and to take care of administrative duties related to the management of in-force business. You will be a people person who loves social interactions and building relationships. You will participate in growing the business by providing a superior client experience, being proactive about follow-ups, and providing efficient and seamless administrative support.

What will you do?

  • Service the in-force block of business
  • Follow up with clients, carriers, etc.
  • Run illustrations for life insurance products and concepts
  • Prepare documents and files for client meetings
  • Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently
  • Provide impeccable service to our clients

What do you need to succeed?

Must-have

  • Professional work experience in an insurance agency or equivalent role within the industry
  • Representative's certificate in insurance of persons issued by the Autorite des marches financiers (AMF)
  • Knowledge of Life and Living Benefits insurance products
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Excellent client service skills
  • Experience with meeting tight deadlines and setting priorities; ability to work independently
  • Advanced proficiency in Microsoft 365 apps, especially Excel

Nice-to-have

  • Post-secondary degree
  • Experience with high-net-worth clients

What's in 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.

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

2000 AV MCGILL COLLEGE, APP 1950:MONTREAL

City:

Montreal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-30

Application Deadline:

2026-08-17

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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