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Entry Level Financial Advisor Jobs in Quebec (NOW HIRING)

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Entry Level Financial Advisor information

See Quebec salary details

$23K

$88.9K

$138.5K

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

As of Sep 7, 2026, the average yearly pay for entry level financial advisor in Quebec 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 Quebec?

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

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

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

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level 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 $88,879 per year, or $42.7 per hour.

Case Coordinator - Investment

STRIVE Recruitment

Longueuil, QC • Hybrid

$50K - $60K/yr

Full-time

Posted 13 days ago

Job description

Case Coordinator, Investments (Investment Specialist)

Longueuil, QC – Hybrid

$50,000–$60,000/year


ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.


THE ROLE

Our client is seeking a highly organized and detail-oriented Case Coordinator, Investments (Investment Specialist) to join their growing team. In this role, you will be a key link between financial advisors and investment carriers, supporting the end-to-end administration and processing of mutual fund and segregated fund business.


You will be responsible for reviewing applications and documentation, processing investment transactions, resolving NIGO (Not In Good Order) issues, and providing responsive support to advisors and carrier partners. This is an excellent opportunity for someone with financial services experience who enjoys a fast-paced, detail-oriented environment and wants to build their career within wealth management and investment operations.


This is a hybrid position, with 2 days in the office and 3 days remote. The required in-office days are Wednesday and Thursday.


The team operates Monday to Friday from 8:30 AM to 4:30 PM. The hiring process is moving quickly, with the goal of filling the position as soon as possible.


ADVANTAGES

  • Salary of $50,000–$60,000/year
  • Hybrid work schedule – 2 days in office / 3 days remote
  • Monday to Friday, 8:30 AM–4:30 PM
  • Comprehensive benefits package
  • RRSP matching program starting in January
  • Opportunity to develop your career in investment and wealth management operations
  • Work closely with financial advisors, investment carriers, and industry professionals


RESPONSIBILITIES

  • Process mutual fund and segregated fund transactions, including new accounts, purchases, redemptions, switches, and transfers
  • Process registered and non-registered accounts, including RRSP, TFSA, and Non-Registered accounts
  • Review applications and documentation for completeness and accuracy
  • Identify and resolve NIGO (Not In Good Order) issues to prevent processing delays
  • Communicate with financial advisors regarding case status, documentation requirements, and processing updates
  • Liaise with investment fund companies, insurance carriers, and other external partners
  • Track transfers and outstanding cases and follow up on delayed or complex files
  • Maintain accurate client and account information within back-office systems
  • Ensure compliance and regulatory documentation is properly completed and maintained
  • Troubleshoot administrative issues and identify solutions for advisors
  • Maintain a high level of accuracy and organization while managing multiple cases and deadlines


REQUIREMENTS

  • 1+ year of experience within the financial services industry; entry-level candidates with relevant industry knowledge may also be considered
  • Experience with data entry and administrative processing within financial services, banking, insurance, investments, or wealth management
  • Strong understanding of financial services operations and documentation
  • Knowledge of mutual funds and/or segregated funds is strongly preferred
  • Strong attention to detail and accuracy when reviewing documentation and entering data
  • Excellent organizational and time-management skills
  • Strong communication and problem-solving abilities
  • Bilingual French and English is strongly preferred/ideally required
  • Experience with financial services back-office systems is an asset
  • Univeris, Dataphile, or Virtgate experience is an asset
  • IFIC or CSC certification is an asset but not required



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