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Virtual Financial Advisor Jobs in Quebec (NOW HIRING)

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

Banking Advisor

Laval, 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 ...

National Bank

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 ...

National Bank

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 ...

National Bank

Banking Advisor

Laval, 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 ...

National Bank

Banking Advisor

Saint-jerome, QC

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 ...

National Bank

Banking Advisor

Saint-jerome, 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 ...

National Bank

Banking Advisor

Saint-jerome, 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 ...

National Bank

Banking Advisor

Saint-jerome, 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 ...

National Bank

Banking Advisor

Saint-jerome, 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 ...

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Showing results 1-20

All JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Quebec

Virtual Financial Advisor information

See Quebec salary details

$21.5K

$75.2K

$142.5K

How much do virtual financial advisor jobs pay per year?

As of Jul 6, 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.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 a week by providing financial planning, investment advice, and portfolio management services remotely, often charging clients hourly, flat fees, or commissions. Building a client base, obtaining relevant certifications, and using financial software are essential for reaching this income level, which may require consistent effort and a strong professional reputation.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those working independently often earning higher salaries or commissions. Compensation can vary based on certifications, client base, and the complexity of financial planning services provided.

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

AspectVirtual Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote/online platformIn-person or remote consultations
Employer & Industry UsageFinancial services firms, online platformsIndependent or firm-based financial services
Search & Comparison IntentComparing online advisory servicesComparing 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.

What are the key skills and qualifications needed to thrive as a Virtual Financial Advisor, and why are they important?

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.

Can you be a virtual financial advisor?

A virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms or video calls. They typically need relevant certifications such as CFP or CFA and strong digital communication skills. This role allows for flexible scheduling and requires familiarity with financial software tools.

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.

How can I make $100,000 a year working from home?

A virtual financial advisor can potentially earn $100,000 annually by building a strong client base, obtaining relevant certifications, and leveraging digital marketing tools. Success depends on experience, specialization, and the ability to provide valuable financial planning services remotely. Consistent client acquisition and professional development are key to reaching this income level.

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.

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:
What job categories do people searching Virtual Financial Advisor jobs in Quebec look for? The top searched job categories for Virtual Financial Advisor jobs in Quebec are:
Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Quebec as of June 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $75,242 per year, or $36.2 per hour.

Banking Advisor

National Bank

On-site, Remote

Full-time

Medical, Retirement

Posted 19 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. Your team 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!

Apply