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Associate Financial Advisor Jobs in Quebec (NOW HIRING)

National Bank

Wealth Associate

Quebec, 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

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

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

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

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

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

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

Quebec, 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

Wealth Associate

Quebec, 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

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

Laval, 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

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

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

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 ...

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

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

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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Showing results 1-20

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

Riviere-du-loup, QC

Full-time

Medical, Retirement

Posted 6 days ago

Job description

Attendance
Hybrid
Job number
32140
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
01-Apr-2026
Area(s) of interest: Wealth management
Location(s): Riviere-Du-Loup

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, more specifically, within the Groupe Conseil Khalil. We are also open to considering candidates based in Rimouski.

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 
  • CIRE: Canadian Investment Regulatory Exam   New exams (replacing CSC, CPH ,an asset. -  To be acquired in the months following the hiring
#INDGP
Languages:
French
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

Apply