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Associate Advisor Jobs in Toronto, ON (NOW HIRING)

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 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Toronto, ON

Associate Advisor information

See Toronto, ON salary details

$23.9K

$54.2K

$97.3K

How much do associate advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate advisor in Toronto, ON is $54,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,356.00 and $68,235.00 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 Toronto, ON?

The most popular types of Advisor jobs in Toronto, ON are:

What are popular job titles related to Associate Advisor jobs in Toronto, ON?

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

What job categories do people searching Associate Advisor jobs in Toronto, ON look for?

The top searched job categories for Associate Advisor jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Associate Advisor jobs?

Cities near Toronto, ON with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Toronto, ON as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $54,203 per year, or $26.1 per hour.

Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario

Hamilton, ON • On-site

Full-time

Re-posted 22 days ago

Job description

Experienced Financial Advisor

Are you looking for change, flexibility and practice you can call your own? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins partnership.

Let's talk. It's an exciting time to join us!

You are your own Boss, Independent of product, & still benefit from the strength of our Desjardins partnership. We are a full-service financial services provider with access to multiple insurers and investment fund products. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism. We believe in listening to our independent associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth, we are looking for individuals to join our success story as an Independent Financial Advisor.

Requirements:

  • Minimum 2 years experience as a Financial Advisor
  • Have a successful sales track record
  • Develop and build client relationships
  • Build and establish strong customer relationships.
  • Willing to work with customers to understand their needs and recommend the most suitable benefits solution.
  • Mutual Fund License required (IFIC or CSC)
  • A valid HLLQP License would be an asset.


OUR DISTINCTIVE OFFER

When you choose DFSIN, you can count on Desjardins’ stability, support from a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market. We work with individuals, families and small business’s helping them realize their dreams.

  • Attractive incentives for advisors bringing in existing books of business
  • Leadership that can withstand the pressures and uncertainties of our industry and access to a community of like-minded professionals.
  • An opportunity to acquire blocks of business & provide in-house financing
  • Ongoing Business Development support
  • Independent of product, we offer a complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies.
  • Office or workstation support with administration support.

BE A PART OF A WINNING TEAM!

Interested in joining our team? Our multi-disciplinary team is available at all times to work with you as you help your clients reach their full potential. Be a part of a unique professional culture and trade ideas and best practices with colleagues.

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.