Wealth Advisor Assistant
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 ...
Wealth Advisor Assistant
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 ...
Investment Advisor Assistant Future Opportunities How does the role impact the organization? Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment ...
Investment Advisor Assistant Future Opportunities How does the role impact the organization? Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment ...
As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net ...
As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
As aMobile Mortgage Advisor Assistant, you'll assist the Mortgage Advisorin building their own business.This role operates within a home office environment with the provision of a CIBC laptop. At ...
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. Develop ...
Legal Advisor
Levis, QC · On-site
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.
Legal Advisor
Levis, QC · On-site
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.
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.
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.
Advisor, Risk management
Montreal, QC · Hybrid
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 ...
Advisor, Risk management
Montreal, QC · Hybrid
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 ...
Advisor, Risk management
Levis, QC · Hybrid
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 ...
New
Advisor, Risk management
Levis, QC · Hybrid
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 ...
New
Advisor, Risk management
Montreal, QC · Hybrid
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 ...
Advisor, Risk management
Montreal, QC · Hybrid
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 ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client ...
Advisor Assistant information
See Quebec salary details
$13.5K - $18K
4% of jobs
$18K - $22.5K
1% of jobs
$22.5K - $27K
6% of jobs
$29K is the 25th percentile. Wages below this are outliers.
$27K - $31.5K
31% of jobs
The median wage is $33.1K / yr.
$31.5K - $36K
22% of jobs
$36K - $40.5K
8% of jobs
$41.4K is the 75th percentile. Wages above this are outliers.
$40.5K - $45K
12% of jobs
$45K - $49.5K
11% of jobs
$49.5K - $54K
5% of jobs
$54K - $58.5K
0% of jobs
$58.5K - $63K
0% of jobs
$13.5K
$36.5K
$63K
How much do advisor assistant jobs pay per year?
As of Jul 5, 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 are some typical daily tasks and team interactions for an Advisor Assistant?
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 Advisor Assistants?
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 assistant advisor do?
An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.
What is the difference between Advisor Assistant vs Financial Advisor?
| Aspect | Advisor Assistant | Financial Advisor |
|---|---|---|
| Credentials | Often no formal certification required, but some may have FINRA licenses | Typically requires certifications like Series 7, Series 66, or CFP |
| Work Environment | Support role within financial firms, assisting advisors | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used in banks, investment firms, and financial planning companies | Employed 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.
What do advisors get paid?
Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.
Is $50,000 enough to work with a financial advisor?
For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.
What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?
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.
Is it hard to become a FA?
Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Quebec? The most popular types of Advisor jobs in Quebec are:
CA$50K - CA$55K/yr
Full-time
Medical, PTO
Posted 26 days ago
Raymond James rating
8.0
Based on 68 frontline employees who took The Breakroom Quiz
71st of 146 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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