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Associate Advisor Jobs in Quebec (NOW HIRING)

Associate

Levis, QC ยท On-site

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

Associate

Quebec, QC ยท On-site

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

Associate

Quebec, QC ยท On-site

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

Quebec A career as an Associate in the Wealth Management team at National Bank, will give you the ... Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

Showing results 21-40

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:

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.

Wealth Management Senior Advisor

Desjardins Group

Montreal, QC โ€ข Hybrid

Full-time

Medical, Retirement, PTO

Re-posted 6 days ago


Job description

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.

You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360 approach. More specifically, you will be required to:

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

  • Bachelor's degree in a related field

  • A minimum of six years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Registration with the CIRO as a registered representative

  • Financial planning designation

  • Mutual fund representative certificate - Autorite des marches financiers

  • Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning


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!

Job Family

Member/client sales and service (FG)