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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Personal financial advisor
Granby, QC · Hybrid
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 ...
Personal financial advisor
Granby, QC · Hybrid
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 ...
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 ...
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 ...
Financial Advisor
Montreal, QC · Hybrid
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 ...
Financial Advisor
Montreal, QC · Hybrid
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 ...
Financial Advisor
Quebec, QC · Hybrid
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 ...
Financial Advisor
Quebec, QC · Hybrid
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 ...
Financial Advisor
Quebec, QC · Hybrid
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 ...
Financial Advisor
Quebec, QC · Hybrid
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 ...
Financial Advisor
Montreal, QC · Hybrid
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 ...
Financial Advisor
Montreal, QC · Hybrid
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 ...
Financial Advisor
Quebec, QC · On-site
CA$60K - CA$70K/yr
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 ...
Financial Advisor
Quebec, QC · On-site
CA$60K - CA$70K/yr
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 ...
Personal Finance Advisor
Gatineau, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
Personal Finance Advisor
Gatineau, QC · Hybrid
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single ...
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal ... As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single ...
Personal Financial Advisor information
See Quebec salary details
$19K - $53.5K
24% of jobs
$55.6K is the 25th percentile. Wages below this are outliers.
$53.5K - $88K
22% of jobs
The median wage is $92K / yr.
$88K - $122.5K
40% of jobs
$122.5K - $157K
7% of jobs
$157K - $191.5K
0% of jobs
$191.5K - $226K
0% of jobs
$226K - $260.5K
7% of jobs
$260.5K - $295K
0% of jobs
$295K - $329.5K
0% of jobs
$329.5K - $364K
0% of jobs
$364K - $398.5K
0% of jobs
$19K
$117.7K
$398.5K
How much do personal financial advisor jobs pay per year?
As of Aug 3, 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 does a personal finance advisor do?
A personal financial advisor helps clients manage their finances by providing advice on investments, savings, retirement planning, and debt management. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP to ensure professional standards. Advisors typically work in financial firms or independently and may meet with clients regularly to review and adjust financial strategies.
What is the difference between Personal Financial Advisor vs Financial Planner?
| Aspect | Personal Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, ChFC, Series 7/66 | CFP, ChFC, Series 7/66 |
| Work Environment | Individual clients, private practice | Individual and corporate clients, firms |
| Industry Usage | Financial services, wealth management | Financial 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 many financial advisors make $500,000 a year?
While most financial advisors earn less than $500,000 annually, a small percentage of top earners, often those with extensive client portfolios, specialized skills, or working in high-net-worth environments, do reach or exceed this level. Achieving such income typically requires significant experience, certifications like the CFP or CFA, and a strong client base. Overall, high earnings are concentrated among the top 10% of financial advisors.
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.
Is $200,000 enough to work with a financial advisor?
Personal financial advisors typically recommend a minimum of $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, clients can still work with a financial advisor, but they may need to consider fee structures like flat fees or hourly rates, and some advisors may have minimum account requirements. It's important to compare advisor fee models and services to determine if your assets align with their policies.
How much money do personal financial advisors make?
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 are the key skills and qualifications needed to thrive as a Personal Financial Advisor, and why are they important?
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 Is the Job Outlook for Personal Financial Advisors?
- What Is the Difference Between a Personal Financial Advisor and a Financial Planner?
- How to Become a Personal Financial Advisor
- Where Do Personal Financial Advisors Work?
- What Certifications Are Available for Personal Financial Advisors?
- What Is a Personal Financial Advisor and How to Become One
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:
Full-time
Medical, Retirement, PTO
Re-posted 19 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)