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 ...
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 ...
Montreal A career as an Associate in the Family Wealth Management Schulman Group at National Bank ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
Montreal A career as an Associate in the Family Wealth Management Schulman Group at National Bank ... 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 ...
Wealth Associate
Quebec, QC · 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 ...
Wealth Associate
Quebec, QC · 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 ...
Wealth Associate
Riviere-du-loup, QC · 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 ...
Wealth Associate
Riviere-du-loup, QC · 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 ...
Wealth Associate
Quebec, QC · 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 ...
Wealth Associate
Quebec, QC · 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 ...
Wealth Associate
Quebec, QC · 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 ...
Wealth Associate
Quebec, QC · 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 ...
Quebec 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 ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
Victoriaville A career as an Associate in the Wealth Management team at National Bank, will give ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
Victoriaville A career as an Associate in the Wealth Management team at National Bank, will give ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
Brossard 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 ...
Brossard 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 a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...
The Associate also collaborates with their team to ensure cases deliver on time and with good ... Daily production of client and advisor cases, managed in priority order * Use the case history to ...
The Associate also collaborates with their team to ensure cases deliver on time and with good ... Daily production of client and advisor cases, managed in priority order * Use the case history to ...
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 5, 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 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:
Full-time
Medical, Retirement
Posted 24 days ago
Job description
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suiteÂ
- Organizational and priority management skillsÂ
#INDGP
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!