Investment Advisory Service Associate
Quebec, QC · On-site +1
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
Investment Advisory Service Associate
Quebec, QC · On-site +1
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
Investment Advisory Service Associate
Levis, QC · On-site +1
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
Investment Advisory Service Associate
Levis, QC · On-site +1
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to ... Advise clients, listening actively in order to better meet their investment needs * In ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Longueuil, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Longueuil, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Quebec, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Quebec, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Laval, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth associate
Montreal, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Drummondville, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Drummondville, QC · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Associate
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with an Investment Advisor in managing client portfolios and wealth management planning ...
Associate Director, Investment Banking - Montreal, QC Global Banking and Markets Global Banking and ... Advise clients in preparing data and presentations for sell side processes * Provide key inputs for ...
Associate Director, Investment Banking - Montreal, QC Global Banking and Markets Global Banking and ... Advise clients in preparing data and presentations for sell side processes * Provide key inputs for ...
Associate
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in ...
Associate
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in ...
Investment Advisor Associate information
See Quebec salary details
$20K - $29.5K
4% of jobs
$29.5K - $39K
6% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$39K - $48.5K
15% of jobs
$48.5K - $58K
19% of jobs
The median wage is $63.9K / yr.
$58K - $67.5K
9% of jobs
$67.5K - $77K
16% of jobs
$80.7K is the 75th percentile. Wages above this are outliers.
$77K - $86.5K
15% of jobs
$86.5K - $96K
7% of jobs
$96K - $105.5K
5% of jobs
$105.5K - $115K
2% of jobs
$115K - $124.5K
1% of jobs
$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?
| Aspect | Investment Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses; relevant FINRA certifications | Series 7, 66, or 65 licenses; CFP or other certifications often preferred |
| Work Environment | Support role within investment firms, assisting advisors and clients | Client-facing role providing personalized financial planning and investment advice |
| Employer & Industry Usage | Financial services firms, investment advisory firms | Independent 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:
Full-time
Medical, Retirement
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Job description
As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial planning while contributing to portfolio results.
Your role
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Your role
- Work closely with your assigned financial planner(s) to help them better support the clients in their portfolios
- Advise clients, listening actively in order to better meet their investment needs
- In collaboration with the financial planner, create business development opportunities for clients and contribute to portfolio results
- Identify business opportunities for partners in both investment and financing
- Be able to open certain investment accounts and advise the customers on the best strategy to adopt
- College diploma (DEC) and 3 years of experience OR bachelor’s degree and 1 to 3 years of relevant experience
- Mutual fund representative (MFR) designation
- Business development experience in the financial advisory services industry, an asset
- Basic investment knowledge
- Proficient with IT tools used in investment and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!