As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
Personal financial advisor
Granby, QC · Hybrid
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
Personal financial advisor
Granby, QC · Hybrid
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Manage business relationships, assess satisfaction and service quality, follow up on these ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
New
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
New
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
New
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the ...
New
Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be ... management and private banking, corporate and investment banking, and capital markets. At ...
Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be ... management and private banking, corporate and investment banking, and capital markets. At ...
Branch Manager Advisor
Montreal, QC · Hybrid
As a Financial Advisor, you have a breadth and depth of expertise across everyday banking ... Manage a team that delivers an exceptional client experience by leading with advice and leveraging ...
Branch Manager Advisor
Montreal, QC · Hybrid
As a Financial Advisor, you have a breadth and depth of expertise across everyday banking ... Manage a team that delivers an exceptional client experience by leading with advice and leveraging ...
You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your ... Advising, Investments, Lending, Portfolio Management, Results-Oriented
You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your ... Advising, Investments, Lending, Portfolio Management, Results-Oriented
You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your ... Advising, Investments, Lending, Portfolio Management, Results-Oriented
You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your ... Advising, Investments, Lending, Portfolio Management, Results-Oriented
Financial Advisor Manager information
See Quebec salary details
$56.5K - $69.5K
8% of jobs
$69.5K - $82.5K
4% of jobs
$82.5K - $95.5K
4% of jobs
$99.8K is the 25th percentile. Wages below this are outliers.
$95.5K - $108.5K
26% of jobs
The median wage is $112.4K / yr.
$108.5K - $121.5K
26% of jobs
$127.3K is the 75th percentile. Wages above this are outliers.
$121.5K - $134.5K
15% of jobs
$134.5K - $147.5K
0% of jobs
$147.5K - $160.5K
15% of jobs
$160.5K - $173.5K
0% of jobs
$173.5K - $186.5K
0% of jobs
$186.5K - $199.5K
1% of jobs
$56.5K
$118K
$199.5K
How much do financial advisor manager jobs pay per year?
What are some common challenges financial advisor managers face when leading a team of advisors?
What are the key skills and qualifications needed to thrive as a financial advisor manager?
What is the difference between Financial Advisor Manager vs Financial Advisor?
| Aspect | Financial Advisor Manager | Financial Advisor |
|---|---|---|
| Certifications | CFP, Series 7, Series 66 | CFP, Series 7, Series 66 |
| Work Environment | Oversees teams, manages client portfolios, strategic planning | Works directly with clients, provides financial planning and investment advice |
| Employer & Industry Usage | Financial firms, banks, wealth management companies | Financial firms, banks, independent practices |
The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.
What is a financial advisor manager?

Full-time
Medical, Retirement, PTO
Re-posted 28 days ago
Job description
Several opportunities are currently available in Richelieu-Yamaska region📍
Make a real difference in the financial lives of our members. 💚
Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!
As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:
Meet the savings and credit needs of members, including mortgages.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients' needs.
Proudly represent our financial institution to our partners and the public by participating in community activities.
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
#LI-Hybrid
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)