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Advisor Assistant Jobs in Quebec (NOW HIRING)

Wealth Advisor Assistant

Montreal, QC · On-site

CA$50K - CA$55K/yr

Wealth Advisor Assistant How does the role impact the organization? Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to ...

As a Legal Advisor, you collaborate across the business as a key player in achieving the company ... Provide legal risk assessments and assist in the preparation of bids and proposal packages. Develop ...

As a Legal Advisor, you collaborate across the business as a key player in achieving the company ... Provide legal risk assessments and assist in the preparation of bids and proposal packages.

As a Legal Advisor, you collaborate across the business as a key player in achieving the company ... Provide legal risk assessments and assist in the preparation of bids and proposal packages.

CA$89K - CA$123K/yr

More specifically, the HR Advisor will: * Assist and advise all employees in matters related to human resources, the interpretation and application of collective agreements, and management working ...

CA$89K - CA$123K/yr

More specifically, the HR Advisor will: Assist and advise all employees in matters related to human resources, the interpretation and application of collective agreements, and management working ...

As a Legal Advisor, you collaborate across the business as a key player in achieving the company ... Provide legal risk assessments and assist in the preparation of bids and proposal packages.

You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and ...

You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and ...

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Advisor Assistant information

See Quebec salary details

$13.5K

$36.5K

$63K

How much do advisor assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for advisor assistant in Quebec is $36,485.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $43,000.00 per year, depending on experience, location, and employer.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Quebec?

The most popular types of Advisor jobs in Quebec are:

Infographic showing various Advisor Assistant job openings in Quebec as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $36,485 per year, or $17.5 per hour.

Wealth Advisor Assistant

Raymond James Ltd.

Montreal, QC • On-site

CA$50K - CA$55K/yr

Full-time

Medical, PTO

Re-posted 9 days ago


Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services


Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

 

Wealth Advisor Assistant

 

How does the role impact the organization?

Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

  • Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
  • Process and follow up on security transactions and transfers;
  • Handle incoming and outgoing phone calls with clients;
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Service clients' general day-to-day requests;
  • Maintain Financial Advisor files, calendar & expenses; and
  • Perform general office duties.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

  • Post-secondary education;
  • Investment Representative (IR) Licensed or become IR registered within 1 year of hire;
  • Excellent proficiency with MS Office particularly Word, Excel and Outlook;
  • Experience with Dataphile and FactSet is an asset;
  • Excellent verbal and written communication skills;
  • Ability to work in a team environment and demonstrate a professional and friendly manner
  • Superior customer service skills;
  • Meticulous attention to detail;
  • Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
  • Strong organizational skills;
  • Superior problem solving skills;
  • The ability to work within deadlines in a high-volume, pressure-oriented environment; and
  • Ability to effectively handle confidential information.

We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm

Salary Range: $50,000 - 55,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.


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