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Financial Advisor Assistant Jobs in Kitchener, ON

Scotiabank

Financial Advisor - Fergus

Fergus, ON · On-site

Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture ...

CIBC

Financial Advisor CIRO-ID

Georgetown, ON · On-site

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

CIBC

Financial Advisor - CIRO-ID

Georgetown, ON · On-site

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

CIBC US

Financial Advisor CIRO-ID

Georgetown, ON · On-site

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Kitchener, ON

Financial Advisor Assistant information

See Kitchener, ON salary details

$22.4K

$42.2K

$63.4K

How much do financial advisor assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor assistant in Kitchener, ON is $42,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,053.00 and $48,981.00 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.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

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.

What are the most commonly searched types of Financial Advisor jobs in Kitchener, ON?

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

What are popular job titles related to Financial Advisor Assistant jobs in Kitchener, ON?

For Financial Advisor Assistant jobs in Kitchener, ON, the most frequently searched job titles are:

What cities near Kitchener, ON are hiring for Financial Advisor Assistant jobs?

Cities near Kitchener, ON with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Kitchener, ON as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $42,249 per year, or $20.3 per hour.

Experienced Financial Advisor/Planner

Desjardins Financial Security Independent Network - Southwestern Ontario

Hamilton, ON • On-site

Full-time

Re-posted 7 days ago

Job description

Experienced Financial Advisor   

Are you looking for change, flexibility and practice you can call your own?  Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins partnership.

Let's talk. It's an exciting time to join us!

You are your own Boss, Independent of product, & still benefit from the strength of our Desjardins partnership. We are a full-service financial services provider with access to multiple insurers and investment fund products. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism. We believe in listening to our independent associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth, we are looking for individuals to join our success story as an Independent Financial Advisor.

Requirements:

  • Minimum 2 years experience as a Financial Advisor
  • Have a successful sales track record
  • Develop and build client relationships
  • Build and establish strong customer relationships.
  • Willing to work with customers to understand their needs and recommend the most suitable benefits solution.
  • Mutual Fund License required (IFIC or CSC)
  • A valid HLLQP License would be an asset.


 

OUR DISTINCTIVE OFFER

When you choose DFSIN, you can count on Desjardins’ stability, support from a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market. We work with individuals, families and small business’s helping them realize their dreams.

  • Attractive incentives for advisors bringing in existing books of business
  • Leadership that can withstand the pressures and uncertainties of our industry and access to a community of like-minded professionals.
  • An opportunity to acquire blocks of business & provide in-house financing
  • Ongoing Business Development support
  • Independent of product, we offer a complete portfolio of insurance and investment products from numerous Canadian insurance and investment companies.
  • Office or workstation support with administration support.

BE A PART OF A WINNING TEAM!

Interested in joining our team? Our multi-disciplinary team is available at all times to work with you as you help your clients reach their full potential. Be a part of a unique professional culture and trade ideas and best practices with colleagues.

Desjardins Financial Security Independent Network is an Equal Opportunity Employer.