Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Mascouche, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Mascouche, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Laval, QC · On-site
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Laval, QC · On-site
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Longueuil, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Longueuil, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
La Malbaie, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
La Malbaie, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Rigaud, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Rigaud, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Sainte-marie, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Sainte-marie, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Trois-rivieres, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Trois-rivieres, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Granby, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Granby, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Montreal, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Montreal, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Carleton, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Carleton, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Candiac, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Candiac, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Boucherville, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Banking Advisor
Boucherville, QC · On-site +1
Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Virtual Financial Advisor information
See Quebec salary details
$21.5K - $32.5K
6% of jobs
$32.5K - $43.5K
12% of jobs
$47.3K is the 25th percentile. Wages below this are outliers.
$43.5K - $54.5K
19% of jobs
$54.5K - $65.5K
11% of jobs
The median wage is $66.3K / yr.
$65.5K - $76.5K
22% of jobs
$84K is the 75th percentile. Wages above this are outliers.
$76.5K - $87.5K
8% of jobs
$87.5K - $98.5K
6% of jobs
$98.5K - $109.5K
9% of jobs
$109.5K - $120.5K
4% of jobs
$120.5K - $131.5K
2% of jobs
$131.5K - $142.5K
1% of jobs
$21.5K
$75.2K
$142.5K
How much do virtual financial advisor jobs pay per year?
As of Aug 17, 2026, the average yearly pay for virtual financial advisor in Quebec is $75,242.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $92,000.00 per year, depending on experience, location, and employer.
What is a virtual financial advisor?
A Virtual Financial Advisor is a finance professional who provides financial planning, investment advice, and related services to clients remotely, typically through phone calls, video conferencing, and online platforms. They help clients set and achieve financial goals, manage investments, and plan for retirement or other major life events, all without the need for in-person meetings. This modern approach offers clients flexibility, convenience, and access to a wider range of advisors regardless of geographical location.
What does a virtual financial advisor do?
A virtual financial advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications. The job duties of a financial advisor include assessing your clients' current financial condition by reviewing their assets, investments, and other financial decisions they have made, such as retirement plans and life insurance policies. Once you have evaluated their finances, you determine an investment and budgeting plan to meet your client's financial goals. The plan may include a regular savings deposit to increase their emergency funds, opening college accounts for children, or investing in retirement plans.
What are the key skills and qualifications needed to thrive as a virtual financial advisor?
To thrive as a Virtual Financial Advisor, you need strong financial planning knowledge, analytical abilities, and typically a bachelor’s degree in finance or a related field, along with relevant certifications such as CFP or CFA. Familiarity with digital financial planning platforms, CRM systems, and secure communication tools is essential. Excellent communication, trust-building, and self-motivation are critical soft skills for engaging and retaining clients remotely. These competencies are vital for delivering effective financial advice, maintaining regulatory compliance, and fostering client relationships in a digital environment.
How does a virtual financial advisor typically build and maintain client relationships in a remote environment?
As a Virtual Financial Advisor, building strong client relationships relies heavily on effective communication through digital channels, such as video calls, emails, and secure messaging platforms. Advisors must be proactive in scheduling regular check-ins, providing timely updates, and using technology to personalize the client experience. Trust and rapport are established by being responsive, transparent, and offering tailored financial advice, even without in-person meetings. Leveraging digital tools for portfolio management and financial planning also helps advisors stay organized and accessible, fostering long-term client loyalty.
What is the difference between Virtual Financial Advisor vs Financial Planner?
| Aspect | Virtual Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, CFA, or similar certifications often required |
| Work Environment | Remote/online platform | In-person or remote consultations |
| Employer & Industry Usage | Financial services firms, online platforms | Independent or firm-based financial services |
| Search & Comparison Intent | Comparing online advisory services | Comparing traditional financial planning services |
Virtual Financial Advisors primarily operate remotely, providing online financial advice, often through digital platforms. Financial Planners may work in person or remotely, offering comprehensive financial planning. Both roles require similar certifications and serve clients in the financial industry, but their work environments and service delivery methods differ.
More about Virtual Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Quebec?
The most popular types of Financial Advisor jobs in Quebec are:
What are popular job titles related to Virtual Financial Advisor jobs in Quebec?
For Virtual Financial Advisor jobs in Quebec, the most frequently searched job titles are:
Full-time
Medical, Retirement
Re-posted 26 days ago
Job description
Youtube Video
As a Banking Advisor at National Bank, you’ll embark on an evolving career path where you can make bold moves. As soon as you start, and throughout your development, as your experience and responsibilities increase, so will your salary.
In this role, you will be able to:
- Develop your expertise with responsibilities that evolve based on your level.
- Build personal and trust-based relationships with branch clients.
- Collaborate with specialists (investments, mortgage financing, etc.) so that you learn every day.
- Grow your career by following a structured path where you can progress in your role and get opportunities to move internally and be promoted.
Your job
Depending on your level, you will take on responsibilities that will evolve with your experience and expertise:
- Listen to client needs, ask the right questions and handle a variety of situations, including complex cases.
- Advise individuals and small businesses by offering tailored solutions, including day-to-day transactions, personal financing, investments, customized insurance coverage and simple estate planning needs.
- Support clients through the mortgage renewal or renegotiation process.
- Provide a consistent, personalized and satisfying experience for every interaction.
- Refer clients to the appropriate specialists (investments, mortgage, insurance) to ensure they receive the best possible service.
- Follow compliance, security and risk management rules in all your activities.
This posting covers multiple levels of Banking Advisor positions. Compensation is based on the level of the position and experience, and includes a competitive base salary, annual increases, a bonus, and a comprehensive benefits package.
As a banking advisor, you will work closely with a team of specialists in investments, mortgage financing and other areas. This day-to-day synergy exposes you to a wide range of financial situations and quickly deepens your knowledge.
Through these interactions and on-the-job training programs, you’ll build your expertise in banking solutions, the advisory approach and client needs. As a result, you can advance in your career as a banking advisor, expand your skill set and move into roles with more responsibility.
And if you want to go even further, several paths are open to you: promotions, internal mobility, change of location or branch, or other possibilities that support your ambitions and professional development.
Prerequisites
- Having or obtaining a mutual fund licence (MFR) is essential if you want to access higher levels in this role
- College diploma (DEC) or equivalent
- Advisory service experience, inclusive attitude, and openness to diversity
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!