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Financial Planning Associate Jobs in Quebec (NOW HIRING)

Micro1

Remote Excel Specialist

L'assomption, 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

Mercier, 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

Rawdon, 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

Amos, 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

Gatineau, 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

Victoriaville, 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

Blainville, 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

Gaspe, 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

Cantley, 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

Longueuil, 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

Saint-hyacinthe, 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-julie, 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

Granby, 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

Pointe-claire, 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

Joliette, 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 ...

BMO Financial

Financial planning designation (IPF) or willing to obtain. * CIM or CFA certification. * Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is ...

Micro1

Remote Excel Specialist

Varennes, 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

Les Coteaux, 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 41-60

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 10, 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.

Remote Excel Specialist

Micro1

L'assomption, QC • On-site, Remote

Full-time

Posted 6 days ago

Job description

Excel Specialist
$20 - $60/hourpay
Required Skills
microsoft excel
office open xml
microsoft powerpoint
microsoft word
business analysis
document review
scenario design
analytical thinking
written communication
verbal communication
About micro1
micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Role Title: Excel Specialist


Role Type: Contractor


Location: Remote


micro1 is engaging Excel Specialists to support a customer’s initiative focused on enhancing an LLM’s proficiency in creating, understanding, and modifying Office Open XML files—including complex .xlsx, .docx, and .pptx documents. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Scope of Work

  1. Design and simulate challenging, realistic business scenarios that require expert-level use of Excel, PowerPoint, and Word, mirroring tasks from your professional experience.
  2. Engage in structured, multi-turn conversations with an LLM, presenting complex document-related prompts and evaluating AI-generated deliverables.
  3. Create and review Office documents (.xlsx, .docx, .pptx), assessing two AI-generated solutions against professional standards and selecting the preferred output.
  4. Document feedback and provide detailed, side-by-side preference data to inform AI model improvements, focusing on quality, accuracy, and business relevance.
  5. Contribute domain-specific insight across multiple industries and business functions, ensuring the data collected covers diverse, real-world use cases.
  6. Communicate clearly and thoughtfully in both written and verbal formats to ensure precise understanding and actionable feedback for the AI training team.


Preferred Qualifications

  1. Minimum 3+ years of professional experience working in Fortune 500 environments using Excel, PowerPoint, and Word on high-impact business projects.
  2. Demonstrated expertise in creating complex models, reports, analyses, and presentations across various industries such as finance, healthcare, tech, consulting, or retail.
  3. 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 work.
  4. Proficiency in designing use cases reflecting functions like strategy, operations, sales, marketing, finance, or HR.
  5. Exceptional written and verbal communication skills, with a keen eye for detail and clarity in articulating feedback.
  6. Experience interacting with LLMs or writing long-form prompts for AI tools is a strong plus.
  7. Strong analytical mindset and ability to evaluate nuanced differences in document quality and business applicability.

Apply