In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Administrative Assistant
Dorval, QC · On-site
... virtual-meeting logistics. * Prepare client correspondence, reports, presentation materials ... clients and advisors at important moments in their financial lives. Bring your organization ...
Administrative Assistant
Dorval, QC · On-site
... virtual-meeting logistics. * Prepare client correspondence, reports, presentation materials ... clients and advisors at important moments in their financial lives. Bring your organization ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Legal Affairs Director
Boucherville, QC · On-site +1
... Chief Financial Officer, the Legal Affairs Director serves as a trusted legal advisor to the ... contributions, virtual healthcare services, wellness programs, and numerous professional ...
Quick apply
Legal Affairs Director
Boucherville, QC · On-site +1
... Chief Financial Officer, the Legal Affairs Director serves as a trusted legal advisor to the ... contributions, virtual healthcare services, wellness programs, and numerous professional ...
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with the Advisor to develop and distribute client communication and marketing pieces
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with the Advisor to develop and distribute client communication and marketing pieces
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth ...
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth ...
Legal Operations Transactions Manager / Gestionnaire juridique des operations
Montreal, QC · On-site +1
... advisors, portfolio companies, finance teams, and senior leadership. The ideal candidate brings a ... Support transaction due diligence processes by organizing legal documentation, maintaining virtual ...
Legal Operations Transactions Manager / Gestionnaire juridique des operations
Montreal, QC · On-site +1
... advisors, portfolio companies, finance teams, and senior leadership. The ideal candidate brings a ... Support transaction due diligence processes by organizing legal documentation, maintaining virtual ...
Lead and develop a team of Financial Security Advisors by overseeing recruitment, onboarding ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Lead and develop a team of Financial Security Advisors by overseeing recruitment, onboarding ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
... EAP) as well as primary care, virtual care, preventive health, wellness, mental health ... As an Account Manager on this team, you'll be the trusted advisor and solution architect who helps ...
... EAP) as well as primary care, virtual care, preventive health, wellness, mental health ... As an Account Manager on this team, you'll be the trusted advisor and solution architect who helps ...
Account ExecutiveDevelopmentProgram(AEDP) 2026/2027 New Graduate Rotational Program
Montreal, QC · On-site +1
At Sun Life,we'redriven by our Purpose: helping our Clientsachieve lifetime financial security and ... Our key solutions and services include, Virtual care, Mental Health, DE&I, Extended Health Care ...
Account ExecutiveDevelopmentProgram(AEDP) 2026/2027 New Graduate Rotational Program
Montreal, QC · On-site +1
At Sun Life,we'redriven by our Purpose: helping our Clientsachieve lifetime financial security and ... Our key solutions and services include, Virtual care, Mental Health, DE&I, Extended Health Care ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
With a broad portfolio of solutions for the financial sector, you will have the opportunity to ... Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ...
Senior Software Designer, AI
Montreal, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Montreal, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Montreal, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Montreal, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Quebec, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Quebec, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Quebec, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
Senior Software Designer, AI
Quebec, QC · Hybrid
Has knowledge of the insurance or financial services industry, particularly in underwriting and new ... These tasks include leading virtual meetings, delivering presentations, and writing emails with ...
... Finance, Real Estate and Private Risk. YOUR ROLE As a Senior Developer, Integration , you will ... Stay current with the latest technologies and trends to advise the team and improve existing ...
... Finance, Real Estate and Private Risk. YOUR ROLE As a Senior Developer, Integration , you will ... Stay current with the latest technologies and trends to advise the team and improve existing ...
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 Sep 7, 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:
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:
Full-time
Medical, Retirement
Re-posted 13 days ago
Job description
Attendance
Hybrid
Job number
32633
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
22-Apr-2026
Area(s) of interest: Wealth management
Location(s): Kirkland
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills
#INDGP
Languages:
French
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!