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Financial Advisor Jobs in Quebec (NOW HIRING)

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

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Financial Advisor information

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs
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 are popular job titles related to Financial Advisor jobs in Quebec? For Financial Advisor jobs in Quebec, the most frequently searched job titles are:
What cities in Quebec are hiring for Financial Advisor jobs? Cities in Quebec with the most Financial Advisor job openings:
What are popular job titles related to Financial Advisor jobs in QC? For Financial Advisor jobs in QC, the most frequently searched job titles are:
Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Advisor

Financière Sun Life

Montreal, QC • On-site

CA$80K/yr

Full-time

Medical, Life

Re-posted yesterday

Job description

Excellent opportunity to represent Canada's most trusted financial services company. Offer financial services, advice, and products to clients. Exceptional training and coaching. Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being. You will be supported by one of the world's largest financial services companies.
Your successes will be recognized, and you will enjoy the independence, freedom, and flexibility that characterize this profession.
Benefits, starting bonuses, employee stock ownership plan, and more!
Average Income: $80,000
Financial Support: $26,000 in the first year and over $54,000 in the first 36 months.
Self-employed status.

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