Financial Advisors
Job description
These individuals work in various sectors of the financial industry. They advise their customers according to their specific financial situations. They are self-employed or work for:
- Banks
- Trust companies
- Investment companies
- Insurance companies
- Government departments and agencies
Environment
- Controlled ambient temperature
Main tasks
- Analyze their clients’ financial information, set objectives, and establish a financial strategy.
- Advise clients on the implementation of a financial plan to achieve their goals.
- Negotiate, as required, the purchase and sale of financial products.
- Ensure the quality of the portfolio and its profitability.
- Solicit new clients.
Advancement and mobility
- Experience leads to management positions.
Hourly wage
The hourly wage is calculated by averaging wages from 2022 to 2024.- Minimum
- $25.00
- Median
- $35.89
- Maximum
- $59.89
Job prospects for 2024-2028
Les 2 champs de sélection ci-dessous vous permettent de comparer 2 régions. Les données des régions seront automatiquement mises à jour à la sélection. Par défaut, la province de Québec est sélectionnée pour la première région.
Job prospects for 2024-2028
Job prospects
All of Québec
Very good
All of Québec
Non available
Total jobs for 2023
All of Québec
29,000
All of Québec
na
Gender distribution
All of Québec
Not available.
- 46.2% Female
- 53.8% Male
Not available.
- 46.2% Female
- 53.8% Male
Job types
All of Québec
Not available.
- Full time
- Part time
Not available.
- Full time
- Part time
Yearly wage on 2020
All of Québec
$69,500
All of Québec
Other characteristics
All of Québec
- None
All of Québec
- None
Sectors of activity
All of Québec
Not available.
-
NAICS 521, 522, 523, 52662% of jobs
-
NAICS 52421% of jobs
-
NAICS 5416, 54173% of jobs
-
NAICS 913% of jobs
-
NAICS 412% of jobs
-
Others9% of jobs
All of Québec
Not available.
-
NAICS 521, 522, 523, 52662% of jobs
-
NAICS 52421% of jobs
-
NAICS 5416, 54173% of jobs
-
NAICS 913% of jobs
-
NAICS 412% of jobs
-
Others9% of jobs
Training and requirements
Formation
Most training programs are offered in French only.
University
Economics
Bachelor’s degree
Placement rate: 67%
26.1% of graduates pursue further studies
Master’s degree
Placement rate: 84.2%
5.3% of graduates pursue further studies
This discipline is taught in the following institutions:
Also required
- Certificate issued by the Autorité des marchés financiers [Financial Markets Authority]. Financial Planners
- Hold a diploma from the Institut québécois de planification financière [Institute of Financial Planning].
- Hold a certificate issued by the Autorité des marchés financiers [Financial Markets Authority] or be authorized by a professional order that has signed an agreement with the Autorité des marchés financiers (Ordre des comptables professionnels agréés du Québec [Quebec Order of Chartered Professional Accountants] and Ordre des administrateurs agréés du Québec [Quebec Order of Chartered Administrators]) to use the title of financial planner.
Main skills and characteristics
Skills
- Information processing
- Data collection
- Mathematics
- Critical thought
- Reading comprehension
- Solving complex problems
- Active listening
- Oral expression
- Judgment and decision-making
- Active learning
- Written expression
- System analysis
- Systems evaluation
- Persuasion
- Coordination
- Teaching
- Result evaluation
- Time management
- Social perception
- Learning strategies
Abilities
- Mathematical reasoning
- Basic numeracy
- Written comprehension
- Oral comprehension
- Deductive reasoning
- Inductive reasoning
- Verbal skills
- Information organization
- Speech recognition
- Awareness of issues
- Speech clarity
- Written expression
- Idea generation
- Near vision
- Classification
- Originality
- Selective attention
Knowledge and attributes
- Focussed on results
- Autonomy
- Sense of responsibility
- Spoken and written bilingualism (French and English)
- Knowledge of economics and accounting
- Honesty
- Attention to detail
- Respect standards and regulations
- Desire to upgrade one’s competencies
- Enjoy challenges
Interests
- Draft, communicate, and inform
- Work with numbers
- Work in an office
- Self-employment
- Assist and advise
- Teach or educate
Personality profiles (RIASEC)
- Enterprising
- People with this profile prefer having responsibilities, influencing others and responding to challenges.
- Conventional
- People with this profile prefer specific, well-defined tasks. They like to respect the order of things and follow established rules.
- Social
- People with this profile prefer to be in contact with others, in particular to entertain, help or teach them.
Official name of the NOC 11102
Financial advisors
Job titles
- Financial Planners
- Financial advisor
- Associate financial advisor
- Banking advisor
- Financial planner
- Personal finance advisor
- Securities analyst - personal finances
- Wealth advisor
- Personal investment counsellor
- Financial security advisor
- Financial services advisor
- Securities counsellor
- Account manager
- Investment specialist
Skill type
Business, finance and administration
Related occupations
- Advertising, marketing and public relations managers
- Banking, credit and other investment managers
- Business development officers and market researchers and analysts
- Economists and economic policy researchers and analysts
- Financial and investment analysts
- Insurance, real estate and financial brokerage managers
- Other administrative services managers
- Other business services managers
- Other financial officers
- Securities agents, investment dealers and brokers
Last update: January 29, 2026
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