As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Montreal, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Montreal, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Levis, QC · Hybrid
As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Levis, QC · Hybrid
As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Roberval, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Roberval, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
La Sarre, QC · Remote
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
La Sarre, QC · Remote
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Montreal, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Montreal, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Blainville, QC · On-site
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Blainville, QC · On-site
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Weedon, QC · Remote
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Weedon, QC · Remote
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Advisor
Mirabel, QC · On-site
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
New
Personal Finance Advisor
Mirabel, QC · On-site
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
New
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...
Personal Finance Manager information
See Quebec salary details
$21.5K - $33.5K
7% of jobs
$33.5K - $45.5K
15% of jobs
$48.5K is the 25th percentile. Wages below this are outliers.
$45.5K - $57.5K
11% of jobs
$57.5K - $69.5K
14% of jobs
The median wage is $73.1K / yr.
$69.5K - $81.5K
11% of jobs
$81.5K - $93.5K
10% of jobs
$102.5K is the 75th percentile. Wages above this are outliers.
$93.5K - $105.5K
11% of jobs
$105.5K - $117.5K
9% of jobs
$117.5K - $129.5K
7% of jobs
$129.5K - $141.5K
4% of jobs
$141.5K - $153.5K
2% of jobs
$21.5K
$86.6K
$153.5K
How much do personal finance manager jobs pay per year?
As of Sep 2, 2026, the average yearly pay for personal finance manager in Quebec is $86,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $108,000.00 per year, depending on experience, location, and employer.
What is a personal finance manager?
Personal finance managers are professionals who help individuals manage their financial lives, including budgeting, saving, investing, retirement planning, and debt management. They work closely with clients to assess their financial goals, create personalized plans, and provide ongoing advice to help achieve those objectives. By analyzing spending habits and financial situations, personal finance managers help clients make informed decisions, reduce financial stress, and build long-term wealth.
What are the key skills and qualifications needed to thrive as a personal finance manager, and why are they important?
To thrive as a Personal Finance Manager, you need strong analytical skills, financial planning expertise, and a background in finance or accounting, often supported by certifications like CFP or CFA. Familiarity with budgeting software, investment platforms, and financial management tools is typically required. Excellent interpersonal skills, discretion, and clear communication help build trust and effectively guide clients through financial decisions. These skills and qualities are crucial for providing tailored advice, ensuring client satisfaction, and achieving positive financial outcomes.
What are some common challenges personal finance managers face when working with clients, and how can these be addressed?
Personal Finance Managers often encounter challenges such as helping clients overcome emotional decision-making, managing unrealistic financial expectations, and navigating complex regulatory environments. Building strong communication skills and educating clients about long-term financial planning can help address these issues. Additionally, staying updated on financial regulations and using robust financial planning tools ensures clients receive accurate, reliable advice.
What is the difference between Personal Finance Manager vs Financial Advisor?
| Aspect | Personal Finance Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CPA, or CFP® | CFP, CFA, or other financial planning certifications |
| Work Environment | Private clients, wealth management firms, or financial institutions | Independent or firm-based, serving individual or corporate clients |
| Employer & Industry | Financial services, banking, wealth management | Financial planning, investment advisory, wealth management |
While both roles involve financial planning and advising clients, Personal Finance Managers typically focus on managing individual clients' personal finances, including budgeting, debt management, and savings. Financial Advisors often provide broader investment advice and financial planning services. The roles overlap in credentials and work environments, but their primary focus and client interactions differ slightly.
How much is a personal finance manager paid?
A personal finance manager's salary varies based on experience, location, and employer, but typically ranges from $50,000 to $120,000 annually. Senior or specialized managers with certifications like CFP may earn higher salaries, and some work on a commission or fee-based structure.
What are popular job titles related to Personal Finance Manager jobs in Quebec?
For Personal Finance Manager jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Personal Finance Manager jobs in Quebec look for?
The top searched job categories for Personal Finance Manager jobs in Quebec are:
What cities in Quebec are hiring for Personal Finance Manager jobs?
Cities in Quebec with the most Personal Finance Manager job openings:
Full-time
Medical, Retirement, PTO
Re-posted 26 days ago
Job description
As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:
Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.
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
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate - Autorite des marches financiers
Knowledge of French is required
Trade Union (If applicable)
CAISSE DE ROUYN-NORANDA (30167 / CONV_COL_00060) (2019-04-01 - )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)Unposting Date
2026-10-30