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Financial Consultant Jobs in Quebec (NOW HIRING)

HollisWealth

Financial Solutions Consultant

Quebec, QC · Hybrid

As a Financial Solutions Consultant , you will play a key role in providing personalized financial guidance to members of group savings and retirement plans, helping them make informed decisions and ...

KPMG

Senior Consultant Corporate Finance

Montreal, QC · On-site

We offer independent financial advisory and investment banking services to both private and public ... As a Senior Consultant in corporate finance you will develop extensive transaction advisory ...

KPMG

Consultant Corporate Finance

Montreal, QC · On-site

We offer independent financial advisory and investment banking services to both private and public ... As a Consultant in corporate finance you will develop extensive transaction advisory experience ...

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Financial Consultant information

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

To thrive as a Financial Consultant, you need strong analytical abilities, financial planning expertise, and a relevant degree in finance, accounting, or economics, often complemented by certifications like CFP or CFA. Familiarity with financial modeling software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal, communication, and problem-solving skills help build trust with clients and deliver tailored financial advice. These skills are crucial for developing effective financial strategies, fostering client relationships, and achieving successful outcomes in a competitive industry.

What are some of the most common challenges financial consultants face when building client relationships?

Financial Consultants often encounter challenges such as earning trust from new clients, understanding unique financial goals, and communicating complex investment strategies in simple terms. Building long-term relationships requires consistent follow-up, personalized advice, and staying updated on market changes to proactively address client concerns. Navigating regulatory requirements and managing client expectations, especially during market volatility, are also key aspects of the role.

What is the difference between Financial Consultant vs Financial Advisor?

AspectFinancial ConsultantFinancial Advisor
CertificationsCFP, CFA, CFP, Series 7/66CFP, Series 7/66, CFA (optional)
Work EnvironmentConsulting firms, independent practice, corporateBanks, advisory firms, independent
Employer & Industry UsageFinancial consulting firms, corporate financeWealth management, retail banking, independent advising

Financial Consultants and Financial Advisors often share similar credentials and work environments, focusing on helping clients manage their finances. However, Financial Consultants typically work in consulting firms or corporate settings, providing specialized financial analysis and strategic advice. Financial Advisors usually operate within banks, wealth management firms, or independently, offering ongoing financial planning and investment management services. Both roles aim to assist clients in achieving financial goals but differ slightly in scope and client engagement.

What does a financial consultant do?

A financial consultant provides advice to clients on managing their finances, including investments, retirement planning, and tax strategies. They analyze financial data, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. Their work involves assessing client needs, recommending financial products, and helping clients achieve their financial goals.
More about Financial Consultant jobs

What are the most commonly searched types of Financial Consultant jobs in Quebec?

The most popular types of Financial Consultant jobs in Quebec are:

What are popular job titles related to Financial Consultant jobs in Quebec?

For Financial Consultant jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Financial Consultant jobs in Quebec look for?

The top searched job categories for Financial Consultant jobs in Quebec are:

What are popular job titles related to Financial Consultant jobs in QC?

For Financial Consultant jobs in QC, the most frequently searched job titles are:

Financial Consultant jobs near you
Infographic showing various Financial Consultant job openings in Quebec as of August 2026, with employment types broken down into 68% Full Time, 20% Part Time, and 12% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Senior Financial Consultant, MD Financial

Scotiabank

Sherbrooke, QC

Full-time

Re-posted 8 days ago

Key responsibilities

  • Assist MD clients and their families in achieving their personal financial goals by preparing comprehensive financial plans and investment strategies.

  • Develop and execute quarterly business plans to meet individual, regional, and corporate targets, and participate in prospecting activities to grow the client base.

  • Conduct financial planning seminars and information meetings to inform clients about strategies, legislative changes, and MD Management's programs.

Job description

Requisition ID: 267740

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Senior Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD's Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans

Is this role right for you? In this role you will:

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
  • Actively participate in prospecting
  • Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
  • Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
  • Understand and comply with all industry regulations and MD's program and process requirements
  • Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs
  • Increase visibility of products and services through contact with centers of influence
  • Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients
  • Provide input to marketing and management concerning potential new products and services
  • Travel within established travel circuit
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

Education, Professional Experience, Certifications and Skills required:

  • College or university degree.
  • CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), RR Internal Dealer Training.
  • F. Pl. designation 
  • Life License (LLQP) is an asset. Completion of the Group Annuity Sector (PQPAV) - Quebec offices only - is an asset.
  • You have a breadth and depth or core financial products and a high-level of comfort and confidence in presenting this information to clients.
  • Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management and financial planning software.
  • Previous lending experience will be considered an asset
  • A demonstrated track record of above average sales in a financial services or related environment
  • 2+ years financial planning experience within the financial services industry
  • Strong marketing skills
  • Excellent public speaking abilities
  • Strong communication and interpersonal skills
    #SWM

Location(s):  Canada : Quebec : Sherbrooke || Canada : Quebec : Trois-Rivieres

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.

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