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Associate Advisor Jobs in Windsor, ON (NOW HIRING)

Royal Bank of Canada

Associate Advisor

Windsor, ON · On-site

CA$38K - CA$60K/yr

The RBC Dominion Securities ("RBC DS") branch located in Windsor is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing ...

Glentel

Sales Associate

Windsor, ON

CA$45K - CA$70K/yr

... associates have earned significantly more). * New: Maternity Leave TopUp Program: Were proud to ... advise us if you need accommodation in order to participate in the recruitment process. Any ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Windsor, ON

Associate Advisor information

See Windsor, ON salary details

$24.7K

$56.1K

$100.8K

How much do associate advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate advisor in Windsor, ON is $56,150.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,590.00 and $70,686.00 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 popular job titles related to Associate Advisor jobs in Windsor, ON?

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

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

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

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Windsor, ON as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $56,150 per year, or $27 per hour.

Associate Advisor

Royal Bank of Canada

Windsor, ON • On-site

CA$38K - CA$60K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities ("RBC DS") branch located in Windsor is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.

What will you do?

  • Provide world class client service to our valued clients

  • Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly

  • Effective client communications (written and verbal), by phone, e-mail, and in-person

  • Utilize contact management system for daily task management

  • Investment research, analysis and analytics

  • Back up on trade execution

  • Support the IA by identifying and assisting growth of new business opportunities

  • Assist in the development of the team's investment strategy for clients

  • Event planning

What do you need to succeed?

Must-have

  • At least 5 years of experience in the investment field

  • CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)

  • Exceptional verbal and written English skills - excellent communicator over the telephone

  • Bachelor's degree from an accredited post secondary institution

  • Attention to detail and strong organizational skills

  • Ability to successfully multi-task and change priorities mid-stream, as required

  • Advanced Microsoft Office skills (Word, Excel and PowerPoint)

  • Legally able to work in Canada

  • Role requires work from office

Nice to have

  • Finance, economics or business degree

  • Other professional of investment industry designations (such as CFP, etc)

What's in it for you?

We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation

  • Leaders who support your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

1922 WYANDOTTE ST E:WINDSOR

City:

Windsor

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-22

Application Deadline:

2026-08-11

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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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