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Financial Advisor Assistant Jobs in Quebec (NOW HIRING)

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.

Financière Sun Life

Financial Advisor

Pointe-claire, 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

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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Showing results 21-40

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 Aug 17, 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 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 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.

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 does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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 August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,284 per year, or $21.8 per hour.

Financial Advisor

Financière Sun Life

Montreal, QC • On-site

CA$80K/yr

Full-time

Medical, Life

Re-posted 7 days ago

Job description

Excellent opportunity to represent Canada's most trusted financial services company. Offer financial services, advice, and products to clients. Exceptional training and coaching. 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. You will be supported by one of the world's largest financial services companies.
Your successes will be recognized, and you will enjoy the independence, freedom, and flexibility that characterize this profession.
Benefits, starting bonuses, employee stock ownership plan, and more!
Average Income: $80,000
Financial Support: $26,000 in the first year and over $54,000 in the first 36 months.
Self-employed status.

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