Licensing guide · Quebec

How to Become a Financial Planner in Quebec

Last checked 2 sources checkedNOC 11102

Do you need a licence?

Licence required

You must be registered with Autorité des marchés financiers to work as a financial planner in Quebec or to use a protected title.

Protected titles
Not listed in the sources checked
Show the source
“It is necessary to obtain from the Autorité des marchés financiers a representative certificate to exercise them.”

From quebec.ca/en/employment/learn-trade-occupation/practising-regulated..., checked October 10, 2026.

At a glance

Licence status
Licence required See the source
Routes
Annual fees
Not stated by the regulator Check with Autorité des marchés financiers

Your roadmap

Every route is listed. Follow the one that matches where you trained.

Trained in Canada

  • 2 steps without a listed fee

  1. The applicant must hold a diploma from the Institute of Financial Planning, which is the minimum qualification set out for financial planning.

    Source
    “For financial planning: - A diploma from the [Institute of Financial Planning”
    lautorite.qc.ca/en/becoming-a-professional/financial-planning

  2. The candidate must apply to the AMF for a certificate authorizing them to act in financial planning.

    Source
    “A candidate must apply to the AMF for a certificate.”
    lautorite.qc.ca/en/becoming-a-professional/financial-planning

Listed fees for this route

No one-time fees listed by the regulator for these steps Check with Autorité des marchés financiers

2 steps without a listed fee, so the total may not be the full cost.

Official page for this route

Requirements

Conditions the regulator sets on top of the roadmap steps.

Education

  • The applicant must hold a diploma issued by the Institute of Financial Planning.

    Source
    “The title "financial planner" or its abbreviation "F.Pl." may be used by a person holding a diploma issued by the Institute of Financial Planning (the “Institute”) who has obtained a certificate from the AMF authorizing them to act in financial planning.”
    lautorite.qc.ca/en/becoming-a-professional/financial-planning

Other

  • The applicant must have passed the Institute of Financial Planning exam leading to the diploma no more than six years before applying for the certificate.

    Source
    “An applicant may obtain a financial planner’s certificate if they passed the Institute of Financial Planning exam leading to a diploma from the Institute no more than six years”
    lautorite.qc.ca/en/becoming-a-professional/financial-planning

Already licensed in another province?

Not stated

The pages do not state how a financial planner already licensed in another Canadian province or territory can register in Quebec.

Source
“Otherwise, the applicant will have to pass the Institute’s exam again.”
lautorite.qc.ca/en/becoming-a-professional/financial-planning

Processing time: Not stated by the regulator Check with Autorité des marchés financiers

Check a move between two provinces

Credential assessment

Not stated by the regulator Check with Autorité des marchés financiers

Exams

Language tests

Not stated by the regulator Check with Autorité des marchés financiers

Compare scores across provinces and professions

Canadian experience

Not stated by the regulator Check with Autorité des marchés financiers

Supervised practice

Not stated by the regulator Check with Autorité des marchés financiers

Demand and pay

Job Bank figures for NOC 11102, Financial advisors. Wages for 2023-2024 in Canadian dollars an hour; outlook for 2025-2027.

Job Bank wages and outlook in Quebec and Canada
WhereLowMedianHighOutlook
Quebec $25.00 $37.00 $63.19 Moderate (3 of 5)
Canada $23.91 $36.06 $73.08 —

Wages by region and job outlook in Quebec

Wages in every province and territory

Financial planners in other provinces and territories

Regulated in 0 of the other 12 jurisdictions checked so far. The rules differ from one place to the next.

  • British Columbia Not confirmed yet
  • Alberta Not confirmed yet
  • Saskatchewan Not confirmed yet
  • Manitoba Not confirmed yet
  • Ontario Not confirmed yet
  • New Brunswick Not confirmed yet
  • Nova Scotia Not confirmed yet
  • Prince Edward Island Not confirmed yet
  • Newfoundland and Labrador Not confirmed yet
  • Yukon Not confirmed yet
  • Northwest Territories Not confirmed yet
  • Nunavut Not confirmed yet

Compare financial planner licensing across Canada

Sources checked

Pages read on October 10, 2026.

  1. Learn About Regulated Trades and Occupations | Gouvernement du Québec quebec.ca/en/employment/learn-trade-occupation/practising-regulated... · fetched October 10, 2026
  2. Financial planning | AMF lautorite.qc.ca/en/becoming-a-professional/financial-planning · fetched October 10, 2026

Frequently asked questions

2

Do you need a licence to work as a financial planner in Quebec?

Yes. Registration with Autorité des marchés financiers is required to practise in Quebec.

Which exams are required?

Institute of Financial Planning exam.

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