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Entry Level Financial Advisor Jobs in Ontario (NOW HIRING)

A retirement savings plan with company matching to help you achieve your financial goals * Regular ... Advising customers and associates on work performed, general vehicle condition, and future repair ...

Account Executive

Kitchener, ON · On-site

CA$50K/yr

Employment Type: Full-Time | Experience Level: Entry-Level Compensation: $50,000 Base + Uncapped ... Act as a trusted advisor to understand client challenges and provide cost-effective, strategic ...

Account Executive

Kitchener, ON · On-site

CA$50K/yr

Entry-Level Compensation:$50,000 Base +Uncapped Commission Schedule:In-office, Monday to Friday, 8 ... Act as a trusted advisor to understand client challenges and provide cost-effective, strategic ...

What is a Store Driver? Entry level store position capable of supporting delivery of parts to ... Financial benefits including group RRSP with employer contribution and discounted stock purchase ...

Human Resources Generalist

London, ON · On-site

CA$50K - CA$65K/yr

As the entry level HR Generalist, you will be joining our small but dynamic HR team! In this role ... Please be advised that due to a large volume of applications, we will only contact candidates that ...

What is a Store Driver? Entry level store position capable of supporting delivery of parts to ... Financial benefits including group RRSP with employer contribution and discounted stock purchase ...

Entry Level Financial Advisor information

See Ontario salary details

$23K

$88.9K

$138.5K

How much do entry level financial advisor jobs pay per year?

As of Aug 20, 2026, the average yearly pay for entry level financial advisor in Ontario is $88,879.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Ontario?

The most popular types of Financial Advisor jobs in Ontario are:

What are popular job titles related to Entry Level Financial Advisor jobs in Ontario?

For Entry Level Financial Advisor jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Ontario look for?

The top searched job categories for Entry Level Financial Advisor jobs in Ontario are:

Infographic showing various Entry Level Financial Advisor job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $88,879 per year, or $42.7 per hour.

CA$60K - CA$80K/yr

Full-time

Re-posted 27 days ago


Job description

Associate Advisor
Desjardins Financial Security Independent Network — Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent


About the Role

We're growing - and we're looking for the right person to grow with us.

DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.

You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base — preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.

If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people — this might be exactly what you've been looking for.


What You'll Do

  • Deliver exceptional day-to-day client service and build lasting relationships
  • Prepare for client meetings and execute recommendations from financial plans
  • Conduct research and analysis to support financial planning and investment strategies
  • Collaborate with the Principal Advisor on portfolio monitoring and management
  • Maintain accurate client records using CRM tools
  • Support cash management, budgeting, and forecasting as needed

What You Bring

  • Active Mutual Funds and Life Insurance licences (required)
  • CFP designation or actively working toward it (strong preference)
  • Mid-level experience in financial services — you know your way around a financial plan
  • Strong analytical skills and a sharp eye for detail
  • Excellent communication and relationship-building skills
  • A client-first mindset, always
  • Driver's licence and access to a vehicle
  • Ability to work independently and as part of a collaborative team

What We Offer

  • Competitive salary plus bonus and commission potential
  • potential for employee benefits and RRSP matching program
  • Hybrid work arrangement
  • A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
  • A culture that actually walks the talk on work-life balance

About DFSIN Ottawa

Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.

We're proud of the culture we've built here - and we protect it by hiring carefully.


Sound like you?

We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.