Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is ... advisors * Interact with internal business partners including investment banking, debt capital ...
Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is ... advisors * Interact with internal business partners including investment banking, debt capital ...
Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is ... advisors * Interact with internal business partners including investment banking, debt capital ...
Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is ... advisors * Interact with internal business partners including investment banking, debt capital ...
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Your Role Support financial security advisors in developing every aspect of their practice by ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Your Role Support financial security advisors in developing every aspect of their practice by ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
Support financial security advisors in developing every aspect of their practice by conducting ... Reporting to the Associate Vice-President, you will work closely with business partners to enhance ...
New
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... their financial and personal goals. You work closely with the senior wealth management advisor ... Your close, regular contact with members and clients and their associates helps you carry out ...
... orders, Financial Advisor or an Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options ...
Quick apply
... orders, Financial Advisor or an Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options ...
... orders, Financial Advisor or an Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options ...
... orders, Financial Advisor or an Associate Advisor is ideal * 2-3 years' related work experience in the financial services industry in a customer facing position or in a call centre * Options ...
Members of our Financial Services and Regulation team advise financial institutions, including insurers, banks, trust companies, as well as other regulated and unregulated financial service providers ...
Members of our Financial Services and Regulation team advise financial institutions, including insurers, banks, trust companies, as well as other regulated and unregulated financial service providers ...
Youwill advise clients onoptimizingtheir consolidation, planning, budgeting, forecasting, and ... Record-to-Report (financial close, consolidation, financial reporting, fixed assets, inventory ...
Youwill advise clients onoptimizingtheir consolidation, planning, budgeting, forecasting, and ... Record-to-Report (financial close, consolidation, financial reporting, fixed assets, inventory ...
Associate, Structured Products _____ Build the future with us Are you driven by the financial ... Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by ...
Associate, Structured Products _____ Build the future with us Are you driven by the financial ... Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by ...
Associate, Structured Products _____ Build the future with us Are you driven by the financial ... Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by ...
Associate, Structured Products _____ Build the future with us Are you driven by the financial ... Internal and Advisor Support: Support responses to advisor and internal stakeholder inquiries by ...
Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. At Mackenzie Investments You Can Build Your Career with ...
Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. At Mackenzie Investments You Can Build Your Career with ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Associate Financial Advisor information
See Quebec salary details
$30K - $38K
4% of jobs
$38K - $46K
10% of jobs
$50.6K is the 25th percentile. Wages below this are outliers.
$46K - $54K
19% of jobs
The median wage is $61.8K / yr.
$54K - $62K
17% of jobs
$62K - $70K
15% of jobs
$74.7K is the 75th percentile. Wages above this are outliers.
$70K - $78K
16% of jobs
$78K - $86K
8% of jobs
$86K - $94K
6% of jobs
$94K - $102K
1% of jobs
$102K - $110K
2% of jobs
$110K - $118K
1% of jobs
$30K
$67.1K
$118K
How much do associate financial advisor jobs pay per year?
As of Aug 17, 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 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 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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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 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:
Full-time
Medical, Retirement
Posted 21 days ago
Job description
Attendance
On-Site
Job number
34492
Category
Intermediate Professional
Status: Permanent
State
Quebec
Type of Contract
Permanent
Country
Canada
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
27-Jul-2026
Area(s) of interest: Capital Markets and treasury
Location(s): Calgary, Montreal
As an Analyst or Associate, in the Project Finance (Origination) team at National Bank of Canada Capital Markets, means acting as a specialist in modeling, underwriting, and executing project finance transactions. In this position, you will play a support role in the deal process while using your critical thinking skills and strong attention to detail to have a positive impact on the organization.
Your Job
- Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is essential
- Ensure that credit underwriting for project finance transactions are within the risk management parameters of the Bank
- Perform internal risk assessments and Bank return analyses for new and existing transactions
- Assist in the execution and closing functions of project finance transactions including review and negotiation of credit agreements and other credit documentation
- Support the deal team in the structuring of financings across a spectrum of transaction types
- Interface with external consultants including independent engineers, resource consultants, legal counsel, and insurance advisors
- Interact with internal business partners including investment banking, debt capital markets, infrastructure advisory, risk management solutions and credit risk management
- Perform due diligence, including reviewing market studies, engineering reports, financial models, customer financial information, project contracts, and legal analyses
- Contribute to special projects and initiatives as required
- Ensure compliance of all internal and external matters in accordance with banking regulations, Bank policy and best practices
Your Team
The Project Finance team is a leading franchise within the National Bank of Canada Capital Markets - Corporate & Investment Banking (“CIB”) group.
You will be an integral part of the Project Finance team. Focus is on North America with some exposure to global project financings. Clients are located throughout North America, some limited travel will be required.
Our training programs use on-the-job learning to help you master your role. You’ll have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Requirements
- Completion of an Undergraduate Degree or Graduate Degree in Finance, Economics, Business Administration, Engineering, Accounting, or other relevant field.
- Working towards a professional designation such as the CFA, CA, etc. considered an asset
-
- Analyst requires 1-3 years of experience in Project Finance, Investment Banking, Infrastructure, Engineering/Development, Commercial/Corporate Lending, Capital Markets, or other relevant areas
- Associate requires 3-6 years of experience Project Finance, Investment Banking, Infrastructure, Engineering/Development, Commercial/Corporate Lending, Capital Markets, or other relevant areas
- Strong financial modeling skills using Excel
- Self-starter and able to complete complex task with limited oversigh
- Critical thinker with strong attention to detail
- Able to multitask and manage conflicting priorities
- Strong communication and interpersonal skills
- Proactivity and business judgement
Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Skills
Press space or enter keys to toggle section visibility
Capital Markets Commercial Lending Critical Thinking Due Diligence Financial Modeling Infrastructure Interpersonal Skills Multitasking Portfolio Management Project Finance Renewable Energy Risk Assessment Underwriting Detail-oriented
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!