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Associate Advisor Jobs in Ontario (NOW HIRING)

Royal Bank of Canada

Associate Advisor

Oakville, ON · On-site

CA$90K/yr

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing ...

Royal Bank of Canada

Associate Advisor

Niagara Falls, ON · On-site

CA$38K - CA$60K/yr

About the Opportunity Join the Lostracco Wealth Management team of RBC Dominion Securities in Niagara Falls, ON, as an Associate Advisor. You will become part of a Chairman's Council team-recognized ...

The Cooperators/Cory Young Insurance Group

Be Seen First

Associate Insurance Advisor

Guelph, ON · On-site

CA$45K - CA$55K/yr

The Associate Insurance Advisor plays a key role in supporting and developing agency operations through day to day client interactions. This role will specialize in the personal lines product areas ...

Raymond James Ltd.

Associate Financial Advisor

Perth, ON

CA$55K - CA$60K/yr

Associate Financial Advisor IFS - Perth, ON At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada's leading independent ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Ontario

Associate Advisor information

See Ontario salary details

$25K

$56.8K

$102K

How much do associate advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate advisor in Ontario is $56,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $71,500.00 per year, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

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

The most popular types of Advisor jobs in Ontario are:

What are popular job titles related to Associate Advisor jobs in Ontario?

For Associate Advisor jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Ontario look for?

The top searched job categories for Associate Advisor jobs in Ontario are:

What cities in Ontario are hiring for Associate Advisor jobs?

Cities in Ontario with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $56,796 per year, or $27.3 per hour.

Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118

London, ON • Hybrid

Full-time

Re-posted 29 days ago

Job description

Associate Advisor
Desjardins Financial Security Independent Network - Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent

About the Role

We're growing - and we're looking for the right person to grow with us.

DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.

You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base - preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.

If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people - this might be exactly what you've been looking for.

What You'll Do

  • Deliver exceptional day-to-day client service and build lasting relationships
  • Prepare for client meetings and execute recommendations from financial plans
  • Conduct research and analysis to support financial planning and investment strategies
  • Collaborate with the Principal Advisor on portfolio monitoring and management
  • Maintain accurate client records using CRM tools
  • Support cash management, budgeting, and forecasting as needed

What You Bring

  • Active Mutual Funds and Life Insurance licences (required)
  • CFP designation or actively working toward it (strong preference)
  • Mid-level experience in financial services - you know your way around a financial plan
  • Strong analytical skills and a sharp eye for detail
  • Excellent communication and relationship-building skills
  • A client-first mindset, always
  • Driver's licence and access to a vehicle
  • Ability to work independently and as part of a collaborative team

What We Offer

  • Competitive salary plus bonus and commission potential
  • potential for employee benefits and RRSP matching program
  • Hybrid work arrangement
  • A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
  • A culture that actually walks the talk on work-life balance

About DFSIN Ottawa

Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.

We're proud of the culture we've built here - and we protect it by hiring carefully.

Sound like you?

We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.

Apply