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Associate Financial Advisor Jobs in Quebec (NOW HIRING)

National Bank

Wealth Associate (On-Site)

Brossard, QC · Hybrid

Support investment advisors in providing superior customer service and be available to meet client ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

Royal Bank of Canada

Associate

Pointe-claire, QC

... their financial goals. The RBC Dominion Securities Pointe-Claire branch is looking for a ... Effectively manage incoming communications from clients, advisors and other internal and external ...

Royal Bank of Canada

Associate

Trois-rivieres, QC

... their financial goals. The RBC Dominion Securities Trois-Rivieres branch is looking for a ... Effectively manage incoming communications from clients, advisors and other internal and external ...

Royal Bank of Canada

Associate

Montreal, QC · On-site

... their financial goals. The RBC Dominion Securities Place Ville Marie branch is looking for a ... Effectively manage incoming communications from clients, advisors and other internal and external ...

Royal Bank of Canada

Associate

Brossard, QC

... financial goals. The RBC Dominion Securities Brossard branch is looking for a resourceful ... Effectively manage incoming communications from clients, advisors and other internal and external ...

Sun Life Financial

Insurance Associate

Montreal, QC · On-site

When appropriate, introduce members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice * Keep abreast of product changes, understand new products that come to ...

Sun Life Financial

Insurance Associate

Montreal, QC · On-site

When appropriate, introduce members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice * Keep abreast of product changes, understand new products that come to ...

Manulife

Sales Support Associate

Montreal, QC · Hybrid

CA$45K - CA$76K/yr

Accountable for timely follow ups with other financial institutions on consolidation related activity * Responsible for accurately tracking completed sales activities for advisors within Salesforce

Mcgill

Health and Wellness Advisor

Sherbrooke, QC · Hybrid

Reporting to the Associate Director, Benefits and Disability Management, the incumbent is ... financial, and nutritional wellness. * Oversee and continuously enhance the Health and Wellness ...

Mcgill

Health and Wellness Advisor

Sherbrooke, QC · Hybrid

Reporting to the Associate Director, Benefits and Disability Management, the incumbent is ... financial, and nutritional wellness. * Oversee and continuously enhance the Health and Wellness ...

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Showing results 41-60

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 Sep 7, 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?

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 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
Infographic showing various Associate Financial Advisor job openings in Quebec as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $67,076 per year, or $32.2 per hour.

Wealth Associate (Hybrid)

National Bank

Chicoutimi, QC

Full-time

Medical, Retirement

Re-posted 6 days ago

Key responsibilities

  • Assist wealth advisors by analyzing client accounts, preparing for activities, and carrying out transactions related to investment accounts.

  • Coordinate communication between clients, advisors, and collaborators, and manage scheduling and client meetings.

  • Ensure compliance with risk management and regulatory rules while providing superior customer service.

Job description

Attendance
Hybrid
Job number
34179
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
08-Jul-2026
Area(s) of interest: Wealth management
Location(s): Chicoutimi

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 suite
  • Organizational and priority management skills
#INDGP
Languages:
French
Skills

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
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!
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