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Investment Services Associate Jobs in Quebec (NOW HIRING)

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...

Wealth Associate

Laval, QC · On-site

  • Medical

  • Retirement

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

Laval, QC · On-site

  • Medical

  • Retirement

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 ...

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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 ...

  • Medical

  • Retirement

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 ...

  • Medical

  • Retirement

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 ...

Bilingual Investment Representative

Montreal, QC · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

... an Associate Advisor is ideal * 2-3 years' related work experience in the financial services ... Securities registration as an Investment Representative within the past two years is ideal * The ...

Wealth associate

Laval, QC

  • Medical

  • Retirement

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 ...

  • Medical

  • Retirement

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 ...

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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 ...

Showing results 41-60

Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

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

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

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

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

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

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

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

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

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

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

Infographic showing various Investment Services Associate job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Associate, CLARIFI - Latin America / Associé(e), CLARIFI - Amérique Latine

Rights and Resources

Montreal, QC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Job description

Job Description: Voir ci-dessous pour la version française. About RRI Rights and Resources Initiative (RRI) is a global coalition of more than 200 organizations dedicated to advancing the forest, land, and resource rights of Indigenous Peoples, local communities, Afro-descendant Peoples, and particularly women within these groups. RRI is coordinated by a Secretariat based in Washington, DC. RRI and Campaign for Nature (CfN) launched the Community Land and Conservation Finance Initiative (CLARIFI) in January 2022. CLARIFI is an international funding mechanism to scale up support for secure community land rights. It aims to address the gap in investment in Indigenous Peoples, local communities, and Afro-descendant (IP, LC, and AD) organizations and their allies. Associate, CLARIFI – Latin America The Associate provides programmatic and administrative support for the Community Land and Conservation Finance Initiative (CLARIFI). Working closely with the CLARIFI Director, regional facilitators, and cross-functional teams, the Associate coordinates grant administration, regional collaboration, and program operations that support community land rights across Latin America. You'll join a collaborative international team that values initiative, continuous learning, and respectful partnership across cultures. Why Join RRI? Join a global coalition advancing the land and resource rights of Indigenous Peoples, local communities, and Afro-descendant Peoples. As part of the CLARIFI team, you'll collaborate with colleagues and partners across the globe to expand community-led conservation and strengthen climate resilience through innovative grantmaking and partnerships. This is a full-time position based in Montreal, Quebec, with the option to telework two days per week (Mondays and Fridays). Candidates must be legally eligible to work in Canada and located in the Montreal area prior to the start date. Key Responsibilities: CLARIFI Program Coordination (75%) Coordinate project proposal, budget, and grant review processes with regional facilitators and grantees. Manage grant administration activities, including contracts, amendments, work plans, reporting, and payment coordination. Collaborate with compliance, finance, and monitoring teams to ensure projects meet organizational and donor requirements. Monitor project progress, deliverables, financial reporting, and key deadlines. Draft and coordinate correspondence, reports, presentations, and program documentation in English and either Spanish or Portuguese, with support for other relevant languages as needed. Support donor reporting, monitoring, evaluation, and learning (MEL), and knowledge-sharing activities. Coordinate meetings, travel, logistics, and regional learning events. Serve as a liaison among regional facilitators, grantees, consultants, and internal teams to support effective communication and project coordination. Build and maintain collaborative relationships with regional teams, partners, and grantees. Contribute to CLARIFI communications by supporting success stories, program updates, and communications materials. Provide general administrative support and perform other related duties as assigned. Organization Planning & Institution-Wide Support (25%) Support organization-wide planning, governance, and strategic initiatives as needed. Coordinate logistics for governance meetings, planning sessions, regional learning exchanges, and global advocacy events. Assist with donor reporting, program planning, monitoring, and organizational research. Prepare presentations, briefing materials, reports, and internal documentation. Edit and translate internal documents and support multilingual communications in English and Spanish or Portuguese. Contribute to coalition planning, networking, and cross-functional initiatives that advance RRI's strategic priorities. Required Qualifications: Bachelor's degree in International Development, International Relations, Public Policy, or a related field (or equivalent education and work experience). 1–2 years of experience in grants management, nonprofit operations, program administration, or international development. Fluency in English and professional working proficiency in either Spanish or Portuguese. Professional working proficiency in French. Excellent organizational, time management, and project coordination skills. Excellent written and verbal communication skills. Proficiency with Microsoft Office. Ability to work in a multicultural, collaborative environment. Ability to travel internationally throughout Latin America. Preferred Qualifications: Experience supporting international grants or donor-funded programs. Familiarity with grant management or project management systems (e.g. SmartSimple). Experience supporting countries or programs in Latin America. Experience with Indigenous Peoples, local communities, or local community organizations. Knowledge of monitoring, evaluation, and learning (MEL) processes and reporting. Not sure if you have all qualifications? Apply anyway! RRI strives to create an inclusive work environment and welcomes candidates with different experiences and backgrounds. Salary Range: CAD $56,000–$70,000. Actual starting salary is typically between the minimum and midpoint of the range, based on experience and qualifications, allowing room for future growth within the salary band. Benefits & Perks: Medical, dental, and vision insurance Employer-paid life, disability, travel insurance, and employee assistance benefits Retirement savings plan with employer match (where eligible) 25 days of paid time off (PTO) plus holidays Hybrid work schedule and flexible hours Tuition reimbursement Professional development and career growth opportunities Rights and Resources is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the organization and are valued for their skills, experience, and unique perspectives. As an Equal Opportunity Employer, RRI makes all employment-related decisions without regard to race, color, religion, sex, age, national origin, pregnancy, disability, genetic information, political affiliation or belief, gender identity or expression, sexual orientation, marital status, personal appearance, family responsibilities, matriculation, or any other category protected by applicable law. À propos de RRI L’Initiative pour les droits et les ressources (RRI) est une coalition mondiale regroupant plus de 200 organisations qui se consacrent à la promotion des droits forestiers, fonciers et sur les ressources des peuples autochtones, des communautés locales, des peuples d’ascendance africaine et, en particulier, des femmes au sein de ces groupes. RRI est coordonnée par un secrétariat basé à Washington, DC. RRI et Campaign for Nature (CfN) ont lancé l’Initiative de financement des terres communautaires et de la conservation (CLARIFI) en janvier 2022. CLARIFI est un mécanisme de financement international visant à renforcer le soutien à la sécurisation des droits fonciers communautaires. Elle a pour objectif de combler le manque d’investissement dans les organisations des peuples autochtones, des communautés locales et des personnes d’ascendance africaine (PA, CL et AD) ainsi que dans leurs alliés. Associé·e, CLARIFI – Amérique latine L’associé·e coordonne les subventions, les partenariats et les opérations de programme visant à renforcer les droits fonciers communautaires à travers l’Amérique latine. Relevant de la directrice de CLARIFI, l’associé·e travaille en étroite collaboration avec les facilitateurs régionaux et les équipes interfonctionnelles de RRI afin de mettre en œuvre des projets à fort impact qui soutiennent les organisations des peuples autochtones, des communautés locales et des peuples afro-descendants. Pourquoi se joindre à RRI? Rejoignez une coalition mondiale qui fait progresser les droits fonciers et les droits aux ressources des peuples autochtones, des communautés locales et des peuples afro-descendants. Chez RRI, vous collaborerez avec des collègues et des partenaires du monde entier pour développer des approches novatrices qui renforcent la conservation dirigée par les communautés, la durabilité environnementale, la résilience climatique et les droits fonciers. Il s’agit d’un poste à temps plein basé à Montréal, au Québec, avec la possibilité de télétravailler deux jours par semaine (les lundis et vendredis). Les personnes candidates doivent être légalement autorisées à travailler au Canada et résider dans la région de Montréal avant la date d’entrée en fonction. Responsabilités principales : Coordination du programme CLARIFI (75 %) Coordonner les processus d’examen des propositions de projet, des budgets et des demandes de subvention avec les facilitateurs régionaux et les bénéficiaires. Gérer les activités d’administration des subventions, y compris les contrats, les modifications, les plans de travail, la production de rapports et la coordination des paiements. Collaborer avec les équipes chargées de la conformité, des finances et du suivi afin de s’assurer que les projets respectent les exigences de l’organisation et des bailleurs de fonds. Assurer le suivi de l’avancement des projets, des livrables, des rapports financiers et des échéances clés. Rédiger et coordonner la correspondance, les rapports, les présentations et la documentation du programme en anglais et soit en espagnol, soit en portugais, avec un soutien pour d’autres langues pertinentes au besoin. Appuyer les activités de production de rapports à l’intention des bailleurs de fonds, de suivi, d’évaluation et d’apprentissage (MEL), ainsi que les activités de partage des connaissances. Coordonner les réunions, les déplacements, la logistique et les événements régionaux d’apprentissage. Assurer la liaison entre les animateurs régionaux, les bénéficiaires de subventions, les consultants et les équipes internes afin de favoriser une communication efficace et la coordination des projets. Établir et entretenir des relations de collaboration avec les équipes régionales, les partenaires et les bénéficiaires de subventions. Contribuer aux communications de CLARIFI en apportant un soutien aux exemples de réussite, aux mises à jour des programmes et aux supports de communication. Fournir un soutien administratif général et accomplir d’autres tâches connexes selon les besoins. Soutien à l’échelle de l’organisation (25 %) Appuyer la planification, la gouvernance et les initiatives stratégiques à l’échelle de l’organisation, au besoin. Coordonner la logistique des réunions de gouvernance, des séances de planification, des échanges d’apprentissage régionaux et des événements mondiaux de sensibilisation. Contribuer à la production de rapports à l’intention des donateurs, à la planification des programmes, au suivi et à la recherche organisationnelle. Préparer des présentations, des documents d’information, des rapports et de la documentation interne. Rédiger et traduire des documents internes et soutenir les communications multilingues en anglais, en espagnol ou en portugais. Contribuer à la planification de la coalition, au réseautage et aux initiatives interfonctionnelles qui font progresser les priorités stratégiques de RRI. Qualifications requises: Baccalauréat en développement international, en relations internationales, en politiques publiques ou dans un domaine connexe (ou formation et expérience professionnelle équivalentes). 1 à 2 ans d’expérience en gestion de subventions, en opérations d’organismes sans but lucratif, en administration de programmes ou en développement international. Maîtrise de l’anglais et maîtrise professionnelle de l’espagnol ou du portugais. Maîtrise professionnelle du français. Excellentes compétences en organisation, en gestion du temps et en coordination de projets. Excellentes compétences en communication écrite et verbale. Maîtrise de Microsoft Office. Capacité à travailler dans un environnement multiculturel et collaboratif. Capacité à voyager à l’international en Amérique latine. Qualifications souhaitées: Expérience dans le soutien à des subventions internationales ou à des programmes financés par des donateurs. Connaissance des systèmes de gestion des subventions ou de gestion de projets (p. ex. SmartSimple). Expérience dans le soutien à des pays ou à des programmes en Amérique latine. Expérience auprès des peuples autochtones, des communautés locales ou des organisations communautaires locales. Connaissance des processus de suivi, d’évaluation et d’apprentissage (MEL) ainsi que de la production de rapports. Vous n’êtes pas certain·e de posséder toutes les qualifications requises? Postulez quand même! RRI s’efforce de créer un milieu de travail inclusif et accueille des candidat·e·s aux expériences et aux parcours variés. Échelle salariale : 56 000 $CA à 70 000 $CA. Le salaire de départ réel se situe généralement entre le minimum et le point médian de cette fourchette, en fonction de l’expérience et des qualifications, ce qui laisse une marge de progression au sein de cette fourchette salariale. Avantages sociaux: Assurance médicale, dentaire et de la vue Assurance vie, invalidité, et voyage ,ainsi que programme d’aide au personnel ,pris en charge par l’employeur Régime d’épargne-retraite avec contribution de l’employeur (selon l’admissibilité) 25 jours de congés payés (CP) plus les jours fériés Horaire de travail hybride et horaires flexibles Remboursement des frais de scolarité Possibilités de perfectionnement professionnel et d’évolution de carrière Rights and Resources s’engage à créer et à maintenir un milieu de travail où chaque membre du personnel a la possibilité de participer et de contribuer au succès de l’organisation, et où les compétences, l’expérience et les perspectives uniques sont valorisées. En tant qu’employeur souscrivant au principe de l’égalité des chances, RRI prend toutes ses décisions en matière d’emploi sans distinction de race, de couleur, de religion, de sexe, d’âge, d’origine nationale, de grossesse, de handicap, d’information génétique, d’affiliation ou de conviction politique, d’identité ou d’expression de genre, d’orientation sexuelle, d’état civil, d’apparence physique, de responsabilités familiales, de statut d’étudiant ou de toute autre catégorie protégée par la loi applicable.