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Finance Advisory Jobs in Quebec (NOW HIRING)

KPMG

Consultant Corporate Finance

Montreal, QC

We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with pure, objective advice ...

Hatch

Advisory Consultant

Montreal, QC

Our advisory and consulting experts support almost every project at Hatch, whether in metals ... We consult with our clients to help them meet their business, financing, and project objectives.

Hatch

Advisory Consultant

Montreal, QC · On-site

Our advisory and consulting experts support almost every project at Hatch, whether in metals ... We consult with our clients to help them meet their business, financing, and project objectives.

National Bank

Financial Planner

Laval, QC · On-site +1

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

Financial Planner

Levis, QC · On-site +1

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

Financial Planner

Longueuil, QC · On-site +1

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

Financial Planner

Chicoutimi, QC · On-site +1

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

Financial Planner

Quebec, QC · On-site +1

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

Financial Planner

Quebec, QC · On-site

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

National Bank

  • Medical

  • Retirement

A career as a National Bank Financial Planner means you'll be a financial planning expert who ... This position allows you to take on an advisory role and develop your business relationships and ...

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All JobsFinance Advisory JobsFinance Advisory Jobs in Quebec

Finance Advisory information

What is the difference between Finance Advisory vs Financial Analyst?

AspectFinance AdvisoryFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related fields; certifications like CFA or CPA are commonUsually requires a degree in finance, economics, or accounting; CFA certification is advantageous but not always required
Work EnvironmentAdvisory firms, consulting agencies, or in-house corporate finance teams; client-facing rolesCorporate finance departments, investment firms, or banks; primarily analytical and reporting tasks
Employer & Industry UsageUsed by consulting firms, banks, and corporations for strategic financial planningCommon in investment banking, corporate finance, and asset management

Finance Advisory focuses on providing strategic financial advice to clients, helping them optimize financial decisions. Financial Analysts primarily analyze financial data to support investment and business decisions. While both roles require strong financial knowledge and certifications, their work environments and objectives differ significantly.

What is finance advisory?

Finance advisory refers to the professional service of offering expert guidance on financial matters to individuals, businesses, or organizations. Advisors help clients manage their finances, plan investments, analyze risks, and make informed decisions to achieve financial goals. This can include services such as budgeting, retirement planning, tax strategies, mergers and acquisitions, and wealth management. Finance advisory professionals often work for consulting firms, banks, or as independent advisors. Their objective is to help clients optimize their financial health and navigate complex financial situations.

What are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need a strong understanding of financial planning, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or CFA. Proficiency with financial modeling software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex information simply distinguish top performers in this role. These skills ensure clients receive tailored advice, build lasting trust, and achieve their financial goals in a competitive market.

What are some common challenges faced by professionals in finance advisory, and how can they be managed effectively?

Professionals in Finance Advisory often encounter challenges such as staying updated with ever-changing regulations, balancing multiple client priorities, and communicating complex financial concepts in a clear, actionable way. To manage these effectively, strong organizational skills, ongoing professional development, and proactive communication are essential. Collaborating closely with both clients and internal teams also helps ensure recommendations are tailored, compliant, and actionable, fostering trust and long-term client relationships.

What are popular job titles related to Finance Advisory jobs in Quebec?

For Finance Advisory jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Finance Advisory jobs in Quebec look for?

The top searched job categories for Finance Advisory jobs in Quebec are:

What cities in Quebec are hiring for Finance Advisory jobs?

Cities in Quebec with the most Finance Advisory job openings:

Finance Advisory jobs near you
Infographic showing various Finance Advisory job openings in Quebec as of August 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution.

Investment Advisory Service Associate

National Bank

Levis, QC • On-site, Remote

Full-time

Medical, Retirement

Posted 8 days ago

Job description

As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial planning while contributing to portfolio results.
Your role
  • Work closely with your assigned financial planner(s) to help them better support the clients in their portfolios
  • Advise clients, listening actively in order to better meet their investment needs
  • In collaboration with the financial planner, create business development opportunities for clients and contribute to portfolio results
  • Identify business opportunities for partners in both investment and financing
  • Be able to open certain investment accounts and advise the customers on the best strategy to adopt
Your team With National Bank, you benefit from working in a large established company, covering a large territory with great potential, and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites
  • College diploma (DEC) and 3 years of experience OR bachelor’s degree and 1 to 3 years of relevant experience
  • Mutual fund representative (MFR) designation
  • Business development experience in the financial advisory services industry, an asset
  • Basic investment knowledge
  • Proficient with IT tools used in investment and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!

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