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Financial Advisor Assistant Jobs in Quebec (NOW HIRING)

Raymond James Ltd.

Wealth Advisor Assistant

Montreal, QC

CA$50K - CA$55K/yr

Wealth Advisor Assistant How does the role impact the organization? Raymond James Ltd. is Canada ... Maintain Financial Advisor files, calendar & expenses; and * Perform general office duties. What ...

HollisWealth

Financial Advisor

Quebec, QC · Hybrid

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... Someone from our team will be happy to assist you with your needs.

HollisWealth

Financial Advisor

Montreal, QC · Hybrid

Financial Advisor Build the future with us Are you driven by helping clients feel confident and ... Someone from our team will be happy to assist you with your needs.

SFL Wealth Management

Financial Advisor

Quebec, QC · On-site

CA$60K - CA$70K/yr

The Financial Advisor is responsible for contributing to the firm's growth by developing new client relationships while delivering an exceptional client experience. The successful candidate guides ...

Financière Sun Life

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Laval, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

Financière Sun Life

Financial Advisor

Montreal, QC · On-site

CA$80K/yr

Sun Life Financial advisors offer individual and group health insurance, life insurance, and investment products. They perform rewarding work by helping their clients achieve financial well-being.

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Quebec

Financial Advisor Assistant information

See Quebec salary details

$24K

$45.3K

$68K

How much do financial advisor assistant jobs pay per year?

As of Jul 27, 2026, the average yearly pay for financial advisor assistant in Quebec is $45,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $52,500.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

What are the key skills and qualifications needed to thrive as a Financial Advisor Assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

What are the primary responsibilities of a Financial Advisor Assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

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 Financial Advisor Assistant jobs in Quebec? For Financial Advisor Assistant jobs in Quebec, the most frequently searched job titles are:
What cities in Quebec are hiring for Financial Advisor Assistant jobs? Cities in Quebec with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in QC? For Financial Advisor Assistant jobs in QC, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Quebec as of July 2026, with employment types broken down into 95% Full Time, and 5% Temporary. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $45,284 per year, or $21.8 per hour.
Wealth Advisor Assistant

Wealth Advisor Assistant

Raymond James Ltd.

Montreal, QC

CA$50K - CA$55K/yr

Full-time

Medical, PTO

Posted 18 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

 

Wealth Advisor Assistant

 

How does the role impact the organization?

Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

  • Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
  • Process and follow up on security transactions and transfers;
  • Handle incoming and outgoing phone calls with clients;
  • Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
  • Service clients' general day-to-day requests;
  • Maintain Financial Advisor files, calendar & expenses; and
  • Perform general office duties.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

  • Post-secondary education;
  • Investment Representative (IR) Licensed or become IR registered within 1 year of hire;
  • Excellent proficiency with MS Office particularly Word, Excel and Outlook;
  • Experience with Dataphile and FactSet is an asset;
  • Excellent verbal and written communication skills;
  • Ability to work in a team environment and demonstrate a professional and friendly manner
  • Superior customer service skills;
  • Meticulous attention to detail;
  • Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
  • Strong organizational skills;
  • Superior problem solving skills;
  • The ability to work within deadlines in a high-volume, pressure-oriented environment; and
  • Ability to effectively handle confidential information.

We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm

Salary Range: $50,000 - 55,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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