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Financial Planning Associate Jobs in Quebec (NOW HIRING)

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 ... 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

Lead Expert

Montreal, QC · On-site +1

Lead and engage a multidisciplinary team specializing in financial, estate, and tax planning to ... You are responsible for a team of approximately 15 colleagues and report to the Associate Vice ...

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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:
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 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.

Insurance and Wealth Associate, Prospr by Sun Life

Sun Life Financial

Montreal, QC • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

74th of 261 rated insurance

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Be part of a unique change!...At Sun Life Financial the client is at the centre of everything we do. As an Insurance and Wealth Associate in our newly created Prospr by Sun Life team your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

As a member of our dynamic team, you will play an integral role supporting new and existing clients with service needs as well as encouraging them to consult with our fully licensed Prospr Advisors who will provide holistic Life, Health and Wealth solutions.

You are an effective communicator who possesses outstanding customer service skills and consistently demonstrates professionalism? You are flexible and can adapt within an ambiguous environment with shifting priorities? You are a solution oriented and use active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and professional development? Above all, if you get satisfaction and enjoyment in helping others apply today.

Reporting to the Sales Manager, Prospr by Sun Life, you will:

  • Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needs
  • Make outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviews
  • Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
  • Manage the death claims process and fulfill outstanding death claims
  • Support and triage clients entering the Prospr platform through the chat function

What do you need to succeed?

  • Strong verbal and written communication skills with the ability to build credibility and rapport
  • Experience in blended or outbound Call Centre or telephone service
  • Knowledge / experience within the financial services industry
  • Strong relationship building and problem solving skills
  • Availability on a variable schedule Monday to Friday between 8am to 8pm
  • Ability to leverage digital tools to create engaging client interactions
  • Adaptable and resourceful

Why join our Team? The reasons are as diverse as the people who work here. Here are some examples of what's in it for you:

  • Work virtually from your dedicated home while still having a strong team environment office during the COVID 19 pandemic and transition to our Sun Life office located in downtown Toronto after the pandemic
  • Competitive Salary and annual incentive plan
  • A Comprehensive benefits package which includes:
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Stock purchase plan
  • 3 weeks paid vacation
  • Licensing fees covered
  • The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
  • The ability to be part of a new and evolving Prospr by Sun Life Team - you will be contributing to shaping the future of the business!
  • The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

Assets:

  • Bilingualism (English & French)
  • Investment Funds in Canada (Mutual Funds/"IFIC" or CIFC) or the Life Insurance License ("LLQP")
  • Knowledge of Sun Life Individual Insurance and Investment products
  • Experience using Salesforce.com for client relationship management platform (CRM)

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,000/51 000 - 80,200/80 200

Job Category:

Customer Service / Operations

Posting End Date:

13/06/2026

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