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Associate Advisor Jobs in Ontario (NOW HIRING)

EP Wealth Advisors, LLC

CA$60K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

Worthland

Portfolio Manager

Toronto, ON · On-site

CA$100K - CA$140K/yr

To be eligible for this role, you must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.

Worthland

Portfolio Manager

Toronto, ON · On-site

CA$100K - CA$140K/yr

To be eligible for this role, you must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.

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Showing results 41-60

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.

Wealth Advisor (Torrance)

EP Wealth Advisors, LLC

Hybrid

CA$60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Working alongside one of the firm's co-founders, this role provides a rare opportunity to learn how a successful wealth management practice is built and scaled while developing your own path toward becoming a lead advisor. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.

Total cash target is $60,000-170,000 annually, inclusive of incentive compensation

Duties and Responsibilities

  • Work closely with branch team to provide service to a defined group of clients
  • Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
  • Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
  • Document client interactions and client related workflows in contact management system
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications 

  • Undergraduate degree required, preferably in business related major
  • Series 65 or equivalent
  • Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
  • Interest to develop career within financial services industry; working towards CFP certification preferred
  • Basic knowledge of financial and investment concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Reliable, organized and goal-oriented
  • Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
  • Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
  • Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 Floating Holidays
  • Unlimited PTO
  • Paid Parental Leave 
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

#LI-Hybrid 

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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