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Associate Advisor Jobs in Quebec (NOW HIRING)

Royal Bank of Canada

Associate Advisor

Montreal, QC

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client ...

CIBC US

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

Montreal, QC · 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

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 - Laval

Laval, QC · 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

Raymond James Ltd.

Wealth Advisor Assistant

Montreal, QC

CA$50K - CA$55K/yr

Wealth Advisor Assistant How does the role impact the organization? Raymond James Ltd. is Canada ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Quebec

Associate Advisor information

See Quebec salary details

$25K

$56.8K

$102K

How much do associate advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate advisor in Quebec 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 Quebec?

The most popular types of Advisor jobs in Quebec are:

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

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

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

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

What cities in Quebec are hiring for Associate Advisor jobs?

Cities in Quebec with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $56,796 per year, or $27.3 per hour.

Associate Advisor

Royal Bank of Canada

Montreal, QC

Full-time

Posted 17 days ago

Job description

Job Description

What is the opportunity?

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

  • Respond to client account inquiries and remain accountable to follow up, as required.
  • Help build and execute business plans, client segmentation, and client service plans.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
  • Execute trades and rebalance portfolios.
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
  • Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.

What do you need to succeed?
Must-have

  • Registered Representative (RR) with CIRO
  • University degree
  • Growth and goals-oriented mindset
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • 4 years or more of professional experience within the investment industry
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly developed client service skills

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients

Job Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTREAL

City:

Montreal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-30

Application Deadline:

2026-08-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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