As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and ...
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and ...
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and ...
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and ...
... 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 ...
Quick apply
... 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 ...
Associate Financial Advisor - Magog
Magog, 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 ...
Associate Financial Advisor - Magog
Magog, 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 ...
Associate Financial Advisor - Magog
Magog, 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 ...
Associate Financial Advisor - Magog
Magog, 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 ...
... 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 ...
... 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 ...
Wealth Advisor Assistant
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 ...
Wealth Advisor Assistant
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 ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Ville-marie, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Ville-marie, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Val-d'or, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Val-d'or, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Amos, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
Amos, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
La Sarre, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Wealth Management Advisor
La Sarre, QC · Hybrid
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
Investment Advisor Assistant Future Opportunities How does the role impact the organization ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
Investment Advisor Assistant Future Opportunities How does the role impact the organization ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
You advise and assist members and clients in executing strategies using the 360 approach, including ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a senior wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a senior wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a senior wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
As a senior wealth management advisor, you help serve, solicit and develop and maintain business ... Your close, regular contact with members and clients and their associates helps you carry out ...
Associate Advisor information
See Quebec salary details
$25K - $32K
16% of jobs
$36.4K is the 25th percentile. Wages below this are outliers.
$32K - $39K
14% of jobs
$39K - $46K
8% of jobs
The median wage is $52.7K / yr.
$46K - $53K
13% of jobs
$53K - $60K
11% of jobs
$66.9K is the 75th percentile. Wages above this are outliers.
$60K - $67K
14% of jobs
$67K - $74K
6% of jobs
$74K - $81K
13% of jobs
$81K - $88K
3% of jobs
$88K - $95K
1% of jobs
$95K - $102K
1% of jobs
$25K
$56.8K
$102K
How much do associate advisor jobs pay per year?
As of Jul 27, 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 adviser?
An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.
Can financial advisors make $500,000 a year?
Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.
What is the difference between Associate Advisor vs Financial Advisor?
| Aspect | Associate Advisor | Financial Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; may need licenses like Series 7 or 66 | Same as Associate Advisor, often with additional certifications like CFP |
| Work Environment | Support role within financial firms, assisting senior advisors | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in financial services firms, banks, and advisory firms | Used across similar firms, often with more client responsibility |
| Search & Comparison Intent | Commonly compared for entry-level roles or career progression | Viewed 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.
Is $200,000 enough to work with a financial advisor?
For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.
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 does an associate advisor do?
An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.
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, and why are they important?
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 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 cities in Quebec are hiring for Associate Advisor jobs? Cities in Quebec with the most Associate Advisor job openings:
Full-time
Medical, Retirement, PTO
Posted 9 days ago
Job description
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit's business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Analyze and meet complex client needs, handle requests and follow up as needed
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.
What we offer*
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
- College diploma in a related field
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-08-4