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 ...
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
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 ...
Advisor, Securities
Montreal, QC · Hybrid
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, Securities
Montreal, QC · Hybrid
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 ...
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 ...
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 ...
Advisor, Personal
L'ile-perrot, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
L'ile-perrot, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Vaudreuil-dorion, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Vaudreuil-dorion, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Chateauguay, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Chateauguay, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Levis, QC · Hybrid
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Levis, QC · Hybrid
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Ormstown, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Ormstown, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Saint-constant, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Saint-constant, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Napierville, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Personal
Napierville, QC · On-site
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Securities
Val-d'or, QC · Hybrid
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
Advisor, Securities
Val-d'or, QC · Hybrid
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
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:
Full-time
Medical, Retirement, PTO
Posted 11 days ago
Job description
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 account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to :
Prepare the necessary documentation for member and client meetings.
Manage the advisors' calendars and voicemail.
Complete account openings, forms and securities transactions as directed by the advisor(s).
Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
Take part in producing reports and statistics and preparing related documents.
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
What you bring to the table
General college diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)