ZipRecruiter

Log In

1

Personal Financial Advisor Jobs in Quebec (NOW HIRING)

Desjardins Group

Personal financial advisor

Beloeil, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Montreal, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Ormstown, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Chambly, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Longueuil, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Farnham, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Granby, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

Desjardins Group

Personal financial advisor

Richelieu, QC · Hybrid

  • Medical

  • Retirement

  • PTO

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals ...

HollisWealth

Financial Advisor

Quebec, QC · Hybrid

  • Retirement

  • PTO

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... personal development days, telemedicine, employee and family assistance program, ergonomic ...

Industrial Alliance Pacific

Financial Advisor

Quebec, QC · Hybrid

  • Retirement

  • PTO

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... personal development days, telemedicine, employee and family assistance program, ergonomic ...

SFL Wealth Management

Financial Advisor

Levis, QC · On-site +1

CA$60K - CA$70K/yr

  • Retirement

  • PTO

The Financial Advisor is responsible for contributing to the firm's growth by developing new client ... Conduct discovery meetings to understand clients' personal and business needs, priorities, and ...

SFL Wealth Management

Financial Advisor

Quebec, QC · On-site +1

CA$60K - CA$70K/yr

  • Retirement

  • PTO

The Financial Advisor is responsible for contributing to the firm's growth by developing new client ... Conduct discovery meetings to understand clients' personal and business needs, priorities, and ...

HollisWealth

Financial Advisor

Montreal, QC · Hybrid

  • Retirement

  • PTO

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... personal development days, telemedicine, employee and family assistance program, ergonomic ...

SFL Wealth Management

Financial Advisor

Quebec, QC · On-site

CA$60K - CA$70K/yr

  • Retirement

  • PTO

The Financial Advisor is responsible for contributing to the firm's growth by developing new client ... Conduct discovery meetings to understand clients' personal and business needs, priorities, and ...

SFL Wealth Management

Financial Advisor

Quebec, QC · On-site +1

CA$60K - CA$70K/yr

  • Retirement

  • PTO

The Financial Advisor is responsible for contributing to the firm's growth by developing new client ... Conduct discovery meetings to understand clients' personal and business needs, priorities, and ...

next page

Showing results 1-20

All JobsPersonal Financial Advisor JobsPersonal Financial Advisor Jobs in Quebec

Personal Financial Advisor information

See Quebec salary details

$19K

$117.7K

$398.5K

How much do personal financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for personal financial advisor in Quebec is $117,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

How do personal financial advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.

What is a personal financial advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What does a personal financial advisor do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, which requires appropriate licensing, certifications, and compliance with industry regulations. Many advisors operate as independent contractors or own their own businesses, offering personalized financial planning services. Success in self-employment often depends on building a client base, marketing skills, and maintaining professional credentials such as the CFP certification.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.
More about Personal Financial Advisor jobs
What are popular job titles related to Personal Financial Advisor jobs in Quebec? For Personal Financial Advisor jobs in Quebec, the most frequently searched job titles are:
What are popular job titles related to Personal Financial Advisor jobs in QC? For Personal Financial Advisor jobs in QC, the most frequently searched job titles are:
Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $117,682 per year, or $56.6 per hour.

Personal financial advisor

Desjardins Group

Beloeil, QC • Hybrid

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Job description

Several opportunities are currently available in Richelieu-Yamaska region📍

Make a real difference in the financial lives of our members. 💚

Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!

As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:

  • Meet the savings and credit needs of members, including mortgages.

  • Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.

  • Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.

  • Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients' needs.

  • Proudly represent our financial institution to our partners and the public by participating in community activities.

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

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)

Apply