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Associate Advisor Jobs in Ontario (NOW HIRING)

CIBC US

Associate Financial Advisor

Peterborough, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

New

CIBC

Associate Financial Advisor

Peterborough, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

New

CIBC

Associate Financial Advisor

Brighton, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC

Associate Financial Advisor

Kitchener, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC US

Associate Financial Advisor

Brighton, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC US

Associate Financial Advisor

Kitchener, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

Aviso Wealth

Investment Representative

Toronto, ON

... Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options Licensing Course & Derivatives ...

Aviso Wealth

Investment Representative

Toronto, ON · On-site

... Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options Licensing Course & Derivatives ...

Td

Associate Investment Advisor

Kingston, ON · On-site

Then, the role of Associate Investment Advisor might be the right fit for you. This roleis responsible forsupporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf ...

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Showing results 21-40

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 22, 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.

Investment Advisor Associate

Engineering Search Firm Inc

Oshawa, ON • On-site

CA$45K - CA$50K/yr

Full-time

Re-posted 2 days ago

Job description

I

Investment Advisor Assistant

Full Time:

Location: Oshawa, Ontario Area

Onsite: Monday to Friday

$50K +

Great opportunity in the investment / insurance field!

Successful Wealth Management practice looking to hire a full time Advisor Assistant.

Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor.

Key Responsibilities:

-Scheduling and confirming of client meetings

-Preparation of materials and financial reports for client meetings

-Completion of meeting follow-up activities

-Trade execution & reviewing daily trades

-Handling client account administration, including client queries and requests

-Responsible for preparing/processing documentation and account transactions

-Responsible for ensuring all databases are updated and maintained

-Responsible for client mailings/communication

-General office administrative duties as assigned

-completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses

Qualifications:

-University Degree or College Diploma (Business or Economics an asset, but not a requirement)

-Candidates who have completed the Canadian Securities Course (CSC) preferred

-Strong attention to detail with the ability to multi-task and show initiative

-Excellent interpersonal and organizational skills, as well as strong time management and the ability to prioritize effectively

- Must exemplify a positive attitude while working in a team environment

Job Type: Full-time

Salary: competitive TBD on experience

Schedule: Monday to Friday