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Advisor Assistant Jobs in Toronto, ON (NOW HIRING)

Raymond James Ltd.

Financial Advisor Assistant

Toronto, ON · On-site

CA$45K - CA$55K/yr

Financial Advisor Assistant How does the role impact the organization? The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will ...

Kia Yorkdale

Parts Advisor

Toronto, ON

PARTS ADVISOR Kia of Yorkdale is looking for a Parts Advisor to join our team! ABOUT US Kia of ... JOB DUTIES * Assist retail customers and service technicians with parts inquiries, orders, and ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Toronto, ON

Advisor Assistant information

See Toronto, ON salary details

$12.9K

$34.8K

$60.1K

How much do advisor assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for advisor assistant in Toronto, ON is $34,819.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,630.00 and $41,036.00 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 Toronto, ON?

The most popular types of Advisor jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Advisor Assistant jobs?

Cities near Toronto, ON with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Toronto, ON 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, 4% Hybrid, and 2% Remote job distribution, with an average salary of $34,819 per year, or $16.7 per hour.

Investment Advisor Assistant

The Consumer Goods Forum

Toronto, ON

CA$65K - CA$70K/yr

Full-time

Re-posted 14 days ago

Job description

Expected Total Compensation: $65,000 to $70,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.


Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organized individual to join our Wealth Management team in Toronto. This role will support three established Advisors by helping to build, strengthen, and maintain exceptional client relationships while contributing to the overall efficiency and success of the practice.

Responsibilities:

  • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisors with processing and confirming client transactions;
  • Deal directly with all clients, provide quotes and execute trading orders;
  • Maintain account lists and compile statistical information and reports;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Assist with servicing existing clients;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Perform additional administrative duties as required.

Skills & Qualifications:

  • Completion of the CIRE exam and fully IR licensed with CIRO required;
  • 2-3 years of related experience, with a well-rounded knowledge of the securities industry;
  • Excellent communication and interpersonal skills;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and multi-task;
  • Ability to work independently, and effectively with employees and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • An interest in Financial Planning and/or Insurance would be beneficial;
  • Experience with Dataphile, Salesforce, Maximizer and netx360 would be an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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