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Associate Financial Advisor Jobs in Toronto, ON (NOW HIRING)

Tjx

Financial Accountant II

Mississauga, ON · Hybrid

CA$86K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * Immediate ... advise on options in support of effective decision-making by leadership. * Strong written and ...

TJX Companies

Financial Accountant II

Mississauga, ON · Hybrid

CA$86K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * Immediate ... advise on options in support of effective decision-making by leadership. * Strong written and ...

Ci

Associate, Estate

Toronto, ON

CA$42K - CA$71K/yr

We are currently seeking an Associate, Estate to join our team at CI Investment Services Inc. This ... Communicate with financial advisors and necessary third parties via phone, email, Message serv and ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Toronto, ON

Associate Financial Advisor information

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 Toronto, ON?

The most popular types of Financial Advisor jobs in Toronto, ON are:

What are popular job titles related to Associate Financial Advisor jobs in Toronto, ON?

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

What job categories do people searching Associate Financial Advisor jobs in Toronto, ON look for?

The top searched job categories for Associate Financial Advisor jobs in Toronto, ON are:

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Toronto, ON as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance Agent

Ajax, ON

Full-time

Re-posted 20 days ago

Job description

Full Time - Licensed Insurance Advisor
Location: Pickering, ON

Position Overview:

As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial market within Pickering and surrounding areas. You are primarily focused on new sales acquisition by providing our customers with personalized client experience and focused advice. You are a team player and love providing solutions based on our clients' specific needs analysis that satisfies their unique requirements. You will contribute to the Agency's success and deepen client relationships through effective opportunity spotting, cross-selling and referring to your team.

Responsibilities:

  • Provide existing clients with personalized advice and the strong client experience necessary to retain their business. Service may include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Contribute to team sales success through the achievement of individual sales goals and through effective opportunity spotting, cross-selling.
  • Work with the agent and team to establish and meet set goals.
  • Increase external network to contribute and be visible in the community and to capitalize on market opportunities and referrals from centers of influence.

Requirements:

  • Sales & Customer service experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal, and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Property & Casualty license (preferred/must be able to obtain)

 Mandatory Requirements:

  • Property & Casualty license OTL (preferred/must be able to obtain)

Compensation:

  • Base salary + Commission + year-end bonus