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Financial Services Manager Jobs in Quebec (NOW HIRING)

CIBC

Financial Services Representative

Montreal, QC · On-site

As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...

CIBC

Financial Services Representative

Montreal, QC · On-site

As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...

CIBC

... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... financial and client service industry. You can demonstrate well-developed interpersonal and ...

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Showing results 1-20

All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Quebec

Financial Services Manager information

See Quebec salary details

$23K

$81.2K

$149.5K

How much do financial services manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial services manager in Quebec is $81,191.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $93,500.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

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

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

What cities in Quebec are hiring for Financial Services Manager jobs?

Cities in Quebec with the most Financial Services Manager job openings:

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $81,191 per year, or $39 per hour.

Transaction Services Manager - Financial Services (Bilingual FR/EN)

PwC

Montreal, QC • Hybrid

CA$84K - CA$134K/yr

Full-time

Re-posted 22 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants

Job description

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Financial Due Diligence

Management Level

Manager

Job Description & Summary

A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.
Our team assist organisations with both buy side and sell side due diligence. As part of our team, you'll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.
Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you'll have the opportunity to help our clients through the different stages of the M&A process.

The Opportunity:

As aTransaction Services Manager (Bilingual FR/EN) ,you'llwork as part of a team of problem solvers, helping to solve business issues, deliverhigh qualityclient service and operational efficiency. Responsibilities include but are not limited to:

  • Financial Analysis and Due Diligence: Undertakein-depthfinancial analysis ofclientand target financial datatoidentifydeal issues and business value driversin a wide range of businesses within Financial Services

  • Prepare key transaction analyses such as Quality of Earnings, normalized net workingcapitaland analysis of debt and debt-like items. Data analytics tools will beutilizedto drive efficiencies in data processing and analysis, and to present data effectively

  • Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client

  • Project management

  • Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time,planningand organizing work tasks,monitoringprogressand meeting deadlines

  • Teamwork: Key teammemberon large complex assignments and lead work streams on smaller andmedium sizeengagements

  • Building relationships: Build and sustain relationships with clients and internal contacts andto actas an ambassador and role model for PwC

  • Developing people:Demonstratethe ability to give clear directions, as well as positive and constructive feedback

  • Coach less experienced staff and activelyassistin the development of other team members

What You'll Bring:

  • Chartered Accountant Designation (CPA or local equivalent)

  • Professional experience at Manager level with solid Financial Due Diligence experience

  • Proven technical and analytical capabilities including proven financial and business performance analysis skills.

  • Experience with Financial Services companies

  • Strong communication,presentationand report writingskills

  • Proven team management and leadership skills

  • Data analytics experience, using tools such as Alteryx, PowerBIand Tableau (desirable)

  • This roledoesn'tsupport completion of the Canadian CPA designation

  • PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer

  • When applying to a Quebec based opportunity, fluency in French isrequired. Outside of Quebec, fluency in French is an asset

What can you expect working in our Financial Services Deals group?

  • New and exciting challenges - as part of a fast-growing FS Deals team

  • Training and development opportunities

  • Exposure to a wide range of businesses, clients and deals;

  • Collaboration with the wider Financial Services Deals group, including Corporate Finance and Strategy.

  • Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax); and

  • Travel opportunities and a team orientated and supportive work environment we have a great team and are looking to build on that!

This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou'lllove PwC

We'reinspiring and empowering our people to change the world. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in workand life. Learn more about our Application Process and Total Rewards Package at:https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Alteryx (Automation Platform), Analytical Thinking, Budget Analysis, Business Valuations, Carve-Outs, Cash Flow Analysis, Coaching and Feedback, Communication, Compliance With Accounting Standards, Contractual Risk Mitigation, Creativity, Data Analysis, Data Analysis and Interpretation, Data Analytics, Data Integrity, Deal Structures, Draft Preparation, Due Diligence Research, Earnings Quality, Embracing Change, Emotional Regulation, Empathy {+ 42 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

June 26, 2026We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK

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