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Associate Financial Advisor Jobs in Quebec (NOW HIRING)

National Bank

Wealth Associate (Hybrid)

Chicoutimi, QC · Hybrid

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

National Bank

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

National Bank

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

National Bank

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

National Bank

Wealth Associate (Hybrid)

Quebec, QC · Hybrid

In this role, you will offer a comprehensive range of financial services to individuals ... Your role: * Assist advisors or private advisors with the administrative tasks related to managing ...

National Bank

Associate

Trois-rivieres, QC · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

National Bank

Associate

Trois-rivieres, QC

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

National Bank

Associate

Trois-rivieres, QC · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

National Bank

Wealth Associate (Hybrid)

Laval, QC

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Quebec

Associate Financial Advisor information

See Quebec salary details

$30K

$67.1K

$118K

How much do associate financial advisor jobs pay per year?

As of Jul 6, 2026, the average yearly pay for associate financial advisor in Quebec is $67,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Quebec? The most popular types of Financial Advisor jobs in Quebec are:
What are popular job titles related to Associate Financial Advisor jobs in Quebec? For Associate Financial Advisor jobs in Quebec, the most frequently searched job titles are:
What are popular job titles related to Associate Financial Advisor jobs in QC? For Associate Financial Advisor jobs in QC, the most frequently searched job titles are:
Associate Financial Advisor jobs near you

Wealth Associate (Hybrid)

National Bank

Chicoutimi, QC • Hybrid

Full-time

Posted 3 days ago

Job description

Attendance
Hybrid
Job number
33522
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
02-Jun-2026
Area(s) of interest: Wealth management
Location(s): Chicoutimi

A career as a Wealth Associate at National Bank is a job where you can showcase 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: 

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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. 

Prerequisites: 

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Completion of CIRE: Canadian Investment Regulatory Exam 
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

 #INDGP

Languages:
French
Skills

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