Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
... management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success ...
... management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success ...
Wealth Advisor Assistant
Montreal, QC · On-site
CA$50K - CA$55K/yr
... management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success ...
Wealth Advisor Assistant
Montreal, QC · On-site
CA$50K - CA$55K/yr
... management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success ...
... management, complex financial services support, and exceptional client service. As a Senior ... Advisor, in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach ...
... management, complex financial services support, and exceptional client service. As a Senior ... Advisor, in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach ...
... you'll manage and grow your dedicated client portfolio through key relationship management ... As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC ...
... you'll manage and grow your dedicated client portfolio through key relationship management ... As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC ...
... management, complex financial services support, and exceptional client service. As a Senior ... Advisor, in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach ...
... management, complex financial services support, and exceptional client service. As a Senior ... Advisor, in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... you'll manage and grow your dedicated client portfolio through key relationship management ... As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC ...
... you'll manage and grow your dedicated client portfolio through key relationship management ... As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
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
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member ... management of your assigned portfolio of clients. Your primary role is to establish and deepen ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
... management, financial services support, and exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your ...
As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial ... Represent your unit before senior management committees and decision-making bodies * Represent and ...
As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial ... Represent your unit before senior management committees and decision-making bodies * Represent and ...
As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial ... Represent your unit before senior management committees and decision-making bodies * Represent and ...
As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial ... Represent your unit before senior management committees and decision-making bodies * Represent and ...
Regional Business Development Manager (Internal/Hybrid Wholesaler) - Advisor Channel Sales
Montreal, QC · On-site
Financial ServicesFunctions: Business development, Investor relations About Nymbus Capital Nymbus ... Cultivate and manage relationships with financial advisors to enhance our footprint and generate ...
Quick apply
Regional Business Development Manager (Internal/Hybrid Wholesaler) - Advisor Channel Sales
Montreal, QC · On-site
Financial ServicesFunctions: Business development, Investor relations About Nymbus Capital Nymbus ... Cultivate and manage relationships with financial advisors to enhance our footprint and generate ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Knowledge of the integration of financial data into computer systems * Knowledge of debt management
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Knowledge of the integration of financial data into computer systems * Knowledge of debt management
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Knowledge of the integration of financial data into computer systems * Knowledge of debt management
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Knowledge of the integration of financial data into computer systems * Knowledge of debt management
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?
As of Sep 3, 2026, the average yearly pay for financial advisor manager in Quebec is $117,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,000.00 and $133,000.00 per year, depending on experience, location, and employer.
What is a financial advisor manager?
Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
What are the key skills and qualifications needed to thrive as a financial advisor manager?
To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.
What are some common challenges financial advisor managers face when leading a team of advisors?
Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.
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 are the most commonly searched types of Financial Advisor jobs in Quebec?
The most popular types of Financial Advisor jobs in Quebec are:
What cities in Quebec are hiring for Financial Advisor Manager jobs?
Cities in Quebec with the most Financial Advisor Manager job openings:
Full-time
Re-posted 20 days ago
Job description
Requisition ID: 257964
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- Experience in financial planning and investment sales is preferred.
- Successfully completed the IPF (IQPF) designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
- Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?
- Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
- An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
- A supportive work environment that promotes work-life balance.
- Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our "Financial Planner, Scotia Financial Planning" postings.
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
Location(s): Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US