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Financial Planning Associate Jobs in Quebec (NOW HIRING)

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 ...

Sagard

Associate, Office of the CEO

Montreal, QC · On-site

That transformation touches every part of the business: investment teams, business teams, financial planning, and enterprise operations. This role sits at the centre of that effort. You'll work ...

LG-OSS LLC

$13/hr

Financial Planning Assistance w/ 3 free consultations * Free legal services * 80 Hours of Vacation ... As a Inventory Associate, you will embody the P.A.L.S core values through performance, policy and ...

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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 Sep 2, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 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, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $54,160 per year, or $26 per hour.

Associate Financial Planner - MD Financial Planning

Scotiabank

Montreal, QC • On-site

Full-time

Posted 16 days ago

Job description

Requisition ID: 270889

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The financial planning process is how, as an organization, we choose to engage our clients to help them achieve their goals and drive our business results.

Financial Planning is a cornerstone of the MD Financial Management's service offer. The Associate Financial Planner is responsible for providing centralized financial planning and paraplanning support to the senior financial planner groups in the MD Financial Planning Office. You will use your expertise in financial planning to support the preparation of often complex financial plans by interpreting and combining financial information available from multiple sources.

Is this role right for you? In this role you will:

  • Monitor incoming demand of financial plans for the team and assign the cases to the most appropriate planner to maintain our Service Level Agreement (SLA).
  • Maintain and improve our processes and documentation.
  • Act as a liaison with our reporting team to ensure our results are reporting properly. Propose improvements to our dashboards and the way we track key performance indicators (KPIs).
  • Actively share knowledge and experience to enhance the development of all team members.
  • Take great pride in your personal development and enjoy learning new tools and techniques.
  • Team with the regional advisor to develop comprehensive financial plans with varying levels of complexity.
  • Constantly improve your knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IPF and MD Financials' policies and procedures.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
  • Proactively contribute to ongoing professional practice in the MD Financial Planning Office by maintaining awareness and currency of the latest legislative and other financial industry changes that may affect financial planning standards and practices

Education, Professional Experience, Certifications and Skills required:

  • Hold a degree in Business Administration, Commerce, or Financial Planning.
  • Hold the CFP (Certified Financial Planner) designation or the Pl. Fin. designation (in Quebec), or be willing to obtain it within the next year.
  • Have a minimum of three years of client-facing experience in the financial services industry.
  • Possess a strong understanding of the tax planning and retirement planning needs of incorporated physicians.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
#SWM

Location(s):  Canada : Quebec : Montreal || Canada : New Brunswick : Moncton || Canada : Ontario : Ottawa || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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