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Financial Planning Associate Jobs in Quebec (NOW HIRING)

National Bank

As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Work closely with your assigned financial planner(s) to help them better support the clients in ...

National Bank

As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Work closely with your assigned financial planner(s) to help them better support the clients in ...

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 ...

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

National Bank

Wealth Associate (Hybrid)

Quebec, QC · Hybrid

Quebec 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

Royal Bank of Canada

Private Banker

Montreal, QC · On-site

Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key ... Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting

National Bank

Wealth Associate

Quebec, 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

Wealth Associate

Quebec, 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

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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 Jun 14, 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 an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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:
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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 June 2026, with employment types broken down into 1% As Needed, 75% Full Time, 23% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $54,160 per year, or $26 per hour.
ScotiaMcLeod Senior Financial Planning Associate

ScotiaMcLeod Senior Financial Planning Associate

Scotiabank

Montreal, QC • On-site

Other

Retirement

Posted 18 days ago

Job description

Requisition ID: 247342

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture-life, family, business, and future. 
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career-you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION 

As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. 

IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

  • Support the financial planning needs of an Advisor's clients through the process of deep discovery and creation and delivery of a Total Wealth Plan 

  • Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists 

  • Champion a client focused culture to deepen client relationships 

  • Support Advisor in creating and delivering client seminars related to financial planning topics 

  • Maintain financial planning professional practice standards while staying current on all financial planning related topics  

DO YOU HAVE THE SKILLS 

We would love to work with you if you have: 

  • CFP or IQFP (QC only) designation and 2 years experience 

  • Advanced understanding of financial planning software; ability to model complex strategies  

  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery  

  • Strong interpersonal and verbal communication skills  

WHATS IN IT FOR YOU 

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 

  • An organization committed to making a difference in our communities- for you and our clients 

  • An inclusive working environment that encourages creativity, curiosity and celebrates success 

  • Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device 

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 
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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