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Financial Planning Associate Jobs in Quebec (NOW HIRING)

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Remote Excel Specialist

Chateauguay, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

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Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Sainte-therese, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Val-d'or, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Sainte-catherine, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Montreal, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Sainte-marie, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Cote Saint-luc, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

Micro1

Remote Excel Specialist

Rouyn-noranda, QC · On-site +1

Background in business roles such as private equity associate, investment banking analyst, junior consultant, FP&A analyst, HR, or marketing strategist, with hands-on involvement in deal or project ...

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Showing results 21-40

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.

Relationship Manager , Business Markets

Royal Bank of Canada

Montreal, QC • On-site

Full-time

Re-posted 16 days ago

Job description

Job Description

What is the opportunity?hat is the opportunity?

You willprovide businessandfinancial advice and managea portfolio of high valuesmall businessclientswho needyour help as they start, manage andgrow their enterprises.You areRBC'sambassadortothelocal business market.Applying your mindset for external marketing and client acquisition, you will develop new businessfor RBC anddeepen client relationships.PartneringwithotherRBCadvisors andspecialists, you will contribute tocreating anexperiencethat clients appreciate and value.

What will you do?

  • Acquire,growanddeepen client relationships through delivery of value-added,tailoredfinancial advice to meettheirneeds

  • Proactivelycontact clients, gather insights through client discovery,understand their needs andchanging circumstancesand ongoing satisfaction with all of RBC

  • Planandprioritize client and market activities,findopportunitiesandmake introductions to RBC partners to fulfillclients' business and personal financial needsto win as One RBC

  • Managerisk and exercise due diligence in all banking procedures and developappropriate actionplans in response to concerns/risks

  • Champion digital enablementand bean advocate of RBC mobileand onlineapplications,enable our clients to engage with RBC through the channel of choice

  • Be on your client's path,visityourclients on-site to gain a thoroughunderstanding oftheirbusinessobjectivesand operations, aspermitted

What do you need to succeed?

Must-have

  • Business developmentandclient acquisition andprospecting skills,including building andleveragingvaluableCentresofInfluence within the local business community

  • Proventrack recordin exceptional client relationship management

  • Excellent communication, timemanagementand organizational skills

  • English : Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

  • Credit skillsand knowledge, includingan understanding ofriskassessments,financial analyses, credit structuring/solutions,anddeal presentations

  • Completion ofthe Associate Account Manager training program,orhavepreviousexperience as a small business owner,orinsimilarfield

  • Good knowledge of a broad array of business and personalfinancial products and services

What'sin 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 differenceinour communities, and achieving success.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits

  • Opportunity to collaborate with other business segments within the bank

  • Competitive compensation

  • Opportunity to build close relationships,do challenging work, and work towards personal and professional growth

  • Flexible work/life balance

  • Ability to makea difference and havea lasting impact on your clients'business and personal life

Job Skills

Active Learning, Adaptability, Best Practice Implementation, Business Development, Communication, Customer Relationship Management (CRM), Decision Making, Financial Planning and Analysis (FP&A), Teamwork

Additional Job Details

Address:

3900 BOUL DE LA COTE VERTU:MONTREAL

City:

Montreal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-06

Application Deadline:

2026-08-21

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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