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Advisory Associate Jobs in Hamilton, ON (NOW HIRING)

BMO Financial

Associate, Private Wealth

Oakville, ON · On-site

This role sits within Nesbitt Burns , the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term ...

Ci

Licensed Administrative Associate

Cornwall, ON

CA$42K - CA$71K/yr

Seeking a CIRO and Life Licensed Administrative Associate to work in a busy Advisor Office. General ... advisory services through diverse financial services firms. Since 1965, we have consistently ...

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Advisory Associate information

What is an advisory associate?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What skills and qualifications are needed to thrive as an advisory associate?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are common challenges advisory associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are popular job titles related to Advisory Associate jobs in Hamilton, ON? For Advisory Associate jobs in Hamilton, ON, the most frequently searched job titles are:
What cities near Hamilton, ON are hiring for Advisory Associate jobs? Cities near Hamilton, ON with the most Advisory Associate job openings:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Hamilton, ON as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 30% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Associate Financial Consultant (Digital)

Scotiabank

Ottawa, ON • On-site

Full-time

Posted 16 days ago

Job description

Requisition ID: 268567

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Reporting to the Manager, Virtual Advisory Team, as an Associate Financial Consultant - Digital Channels, you will be responsible for helping MD's clients achieve their financial goals through an understanding of their personal and professional objectives, recommendation of MD products tailored to their specific needs, and the provision of timely and exemplary service. 


 Is this role right for you? In this role, you will: 

  • You will build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what's important to them.  You'll recommend an approach based on their level of understanding and interest, tailored to their specific needs.
  • You will help to promote MD products and services with clients and prospects, including "disengaged" clients.
  • You will be accountable for client contact preparation, documenting client notes in our CRM tool and identifying new business opportunities through the proactive mining of your book of business.  You will also gather and input financial data resulting from client discovery conversations.
  • You will lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts, ensuring orders are suitable vis a vis client objectives.
  • You will identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through trusted relationships and servicing your client book.
  • You will seek out new opportunities through the active mining of your book of business.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • University degree in business, commerce or equivalent.
  • Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
  • Life License (LLQP) or a willingness to complete within 12 months.
  • Demonstrated knowledge of investment products.

Location(s):  Canada : Ontario : Ottawa || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Ontario : London (ON) || Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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