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Investment Advisor Associate Jobs in Quebec (NOW HIRING)

Royal Bank of Canada

Associate Advisor

Montreal, QC

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized ... Conduct ongoing research on markets and investments, provide regular updates to the advisory team.

Royal Bank of Canada

Investment Associate

Montreal, QC · On-site

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio ... Help manage incoming communications from clients, Advisors and other internal and external partners.

Td

PIA Client Service Associate

Pointe-claire, QC

CA$43K - CA$56K/yr

... Investment Advisor (IA), while maintaining active participation in decisions regarding their ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Brossard, QC · On-site

CA$56/hr

... Investment Advisor (IA), while maintaining active participation in decisions regarding their ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Montreal, QC

CA$56/hr

... Investment Advisor (IA), while maintaining active participation in decisions regarding their ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Montreal, QC

CA$56/hr

... Investment Advisor (IA), while maintaining active participation in decisions regarding their ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Montreal, QC · On-site

CA$56/hr

... Investment Advisor (IA), while maintaining active participation in decisions regarding their ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Quebec

Investment Advisor Associate information

See Quebec salary details

$20K

$69.1K

$124.5K

How much do investment advisor associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment advisor associate in Quebec is $69,104.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are the most commonly searched types of Investment Advisor jobs in Quebec?

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

What are popular job titles related to Investment Advisor Associate jobs in Quebec?

For Investment Advisor Associate jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Quebec look for?

The top searched job categories for Investment Advisor Associate jobs in Quebec are:

What cities in Quebec are hiring for Investment Advisor Associate jobs?

Cities in Quebec with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $69,104 per year, or $33.2 per hour.

Associate Investment Advisor

Royal Bank of Canada

Montreal, QC • On-site

Full-time

Posted 4 days ago

Job description

Job Description

What is the opportunity?

RBC Dominion Securities is seeking an Associate Investment Advisor to join a well-established advisory team in the heart of downtown Montreal. You will be joining a team devoted to providing the highest level of competency and confidence in the areas of Asset Allocation, Portfolio Management, and Thought Leadership. You will help deepen client relationships by providing objective opinions, professional insights, and consistently delivering investment solutions. Identifying and assisting growth of new business opportunities will also be a key focus of the role.

What will you do?

  • Conduct ongoing research on markets and investments, providing regular insights to the team.
  • Review portfolios regularly and rebalance them with guidance from the advisory team.
  • Make recommendations for changes, switches; track positions held; identify buy/sell opportunities; manage positions to be in line with policy.
  • Follow up on orders to ensure proper settlement and delivery.
  • Provide proactive client service on the phone and in person, respond to client inquiries.
  • Deepen existing relationships with Centres of Influence (COIs) through ongoing management.
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals.

What do you need to succeed?
Must-have

  • Approval as a Registered Representative with CIRO
  • 5 years or more of professional experience within the investment industry, preferably in portfolio management and/or equity research
  • Ability to create model portfolios
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Demonstrated knowledge of capital markets, the global economy, and of the intricacies of the equity markets and of equity portfolio management
  • Knowledge of analytical and market research tools including Morningstar, FactSet, Bloomberg, and Thomson ONE

Nice-to-have

  • MBA, CIM, and/or CFA
  • Sound judgement and strong problem solving and analytical skills

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTREAL

City:

Montreal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-17

Application Deadline:

2026-08-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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