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 ...
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
Blainville, QC · On-site
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
Blainville, QC · On-site
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
Val-d'or, QC · On-site
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
Val-d'or, QC · On-site
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 ...
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 ...
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
Mirabel, QC · On-site
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 ...
New
Personal Finance Advisor
Mirabel, QC · On-site
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 ...
New
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 ...
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
Montreal, 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
Montreal, 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 ...
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 ...
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 ...
Financial Advisor
Saint-hyacinthe, QC · On-site
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 ...
Financial Advisor
Saint-hyacinthe, QC · On-site
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 ...
Financial Advisor
Drummondville, QC · On-site
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 ...
Financial Advisor
Drummondville, QC · On-site
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 ...
As a personal finance advisor at Caisse populaire Desjardins du Centre-sud gaspesien, you're ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
As a personal finance advisor at Caisse populaire Desjardins du Centre-sud gaspesien, you're ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Stay up-to-date on the financial services industry, market trends and best practices in your field
As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Stay up-to-date on the financial services industry, market trends and best practices in your field
Personal Finance Advisor
Montreal, 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
Montreal, 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
Weedon, QC · Remote
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
Weedon, QC · Remote
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 ...
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 ...
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
Levis, QC · Hybrid
As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
Personal Finance Advisor
Levis, QC · Hybrid
As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...
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 Sep 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 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.
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.
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.
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.
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, often requiring relevant certifications like the CFP and strong client management skills. Many advisors operate as independent contractors or own their own businesses, providing personalized financial planning services. Licensing and compliance with industry regulations are essential for self-employment in this field.
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.
More about Personal Financial Advisor jobs
- How to become a personal financial advisor?
- What certifications are available for personal financial advisors?
- What is the job outlook for personal financial advisors?
- Where do personal financial advisors work?
- What is the difference between a personal financial advisor and a financial planner?
- 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 3 days ago
Key responsibilities
Advise members and clients on financial strategies and help them identify expected results.
Manage business relationships, assess satisfaction and service quality, and follow up to identify areas for improvement.
Recommend financial products such as investments, loans, and insurance to drive results.
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
Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications
Equity, Diversity, Inclusion and Accessibility
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!
Trade Union (If applicable)
CAISSE DE PORT-CARTIER (20378 / Conv_Col_00049) (2018-03-15 - )Job Family
Member/client sales and service (FG)Unposting Date
2026-10-31