2

Part Time Financial Advisor Jobs in Toronto, ON (NOW HIRING)

next page

Showing results 1-20

Part Time Financial Advisor information

What does a part time financial advisor do?

A part time financial advisor helps clients manage their finances, including investments, retirement planning, and budgeting, while working fewer hours than a full-time advisor. They may work with individual clients or small businesses, offering personalized advice based on financial goals and current market conditions. Part time financial advisors often have flexible schedules and may work independently or with a financial services firm. Their responsibilities can include assessing client needs, recommending financial products, and helping clients make informed financial decisions.

What are the key skills and qualifications needed to thrive as a part time financial advisor?

To thrive as a Part Time Financial Advisor, you need strong analytical skills, financial expertise, and typically a bachelor's degree in finance or a related field, along with relevant certifications such as CFP or Series 7. Familiarity with financial planning software, CRM platforms, and investment analysis tools is crucial. Outstanding interpersonal communication, integrity, and the ability to build client trust are important soft skills in this role. These competencies enable advisors to deliver accurate, personalized financial guidance and maintain long-term client relationships, even on a part-time basis.

How do part time financial advisors typically manage client relationships given their reduced hours?

Part-time financial advisors often use strategic scheduling and digital tools to stay responsive and accessible to their clients. They may prioritize regular check-ins, leverage client management software, and set clear expectations regarding their availability. Collaborating closely with full-time team members or support staff can also help ensure that clients receive timely service and advice. This approach allows part-time advisors to maintain strong client relationships while effectively balancing their workload.

What is the difference between Part Time Financial Advisor vs Part Time Financial Planner?

AspectPart Time Financial AdvisorPart Time Financial Planner
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, consulting
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Search & Comparison IntentYesYes

Both Part Time Financial Advisor and Part Time Financial Planner roles require similar certifications like CFP and Series 7. They often work in financial firms or independently within the wealth management industry. The main difference lies in terminology; 'Financial Advisor' is a broader term, while 'Financial Planner' emphasizes comprehensive financial planning services. Both roles are commonly searched for by individuals seeking part-time financial guidance.

Can I become a part time financial advisor at 40?

Part time financial advisor roles are available to individuals of any age, including at 40, provided they meet licensing requirements such as passing the Series 7 and Series 66 exams and have relevant skills in finance and client management. Age is generally not a barrier, and experience can be an asset in this profession.

Can I do part time financial advising?

Part time financial advising is possible and common, especially for professionals balancing other commitments. Many financial advisors work flexible hours, and some firms offer part time or freelance opportunities, often requiring relevant certifications like the CFP and strong client management skills.

Can a part time financial advisor work part-time?

Yes, a part time financial advisor typically works fewer hours than a full-time advisor, often on a flexible schedule that can be tailored to their availability. Many firms allow part time advisors to serve clients and earn commissions or fees, provided they meet licensing and certification requirements.

Can you be a part time financial advisor as a side hustle?

Part time financial advisors can often work flexible hours and may take on clients outside of full-time employment, making it feasible to pursue as a side hustle. However, they must ensure compliance with licensing requirements, such as FINRA or SEC regulations, and manage potential conflicts of interest with their primary job. Balancing client workload and maintaining professional standards are important considerations for part time financial advisors.

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

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

What cities near Toronto, ON are hiring for Part Time Financial Advisor jobs?

Cities near Toronto, ON with the most Part Time Financial Advisor job openings:

Infographic showing various Part Time Financial Advisor job openings in Toronto, ON as of August 2026, with employment types broken down into 100% Part Time. Highlights an 75% In-person, and 25% Hybrid job distribution.

Advisor Support Associate

The Canada Life Assurance Company

Toronto, ON โ€ข On-site, Remote

CA$43K - CA$65K/yr

Full-time, Part-time

Medical, Dental, Life, Retirement

Posted 3 days ago

New


Job description

Permanent Full Timeย 

-

We are looking for anย Advisor Support Associate to join our Financial Solutions Centre!

Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and client service support to help us grow our business.

What you will doย 

  • Provide strategic sales support to Financial Service Representatives to help them attain their sales goals and thereby help the Financial Solutions Centre achieve overall growth targets
  • Provide a high level of defined administrative services and support within the Financial Solutions Centre
  • Provide outstanding customer service and support by putting the customer first
  • Contribute as part of a high functioning operations team committed to the success of our advisors and Financial Solutions Centre
  • Provide professional, knowledgeable sales and service support to help Financial Service Representatives with new business as well as conserve and grow the business of existing clients
  • Provide administrative services and support to clients, peers, head office business partners, and the management team within the Financial Solutions Centre
  • Following specific administrative processes
  • Maintain compliance standards are met along with Financial Service Representatives within the Financial Solutions Centre
  • Able to take on special projects, as required
  • Offer general support and coverage to peers as required

What you will bringย 

  • Bilingualism (French and English) is considered an asset
  • Advisor Support Associate related experience within Financial Services or Insurance Industry
  • Post-secondary education required
  • IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset
  • Salesforce knowledge considered an asset
  • Understanding the operation of a sales organization
  • Critical thinking skills with an aptitude for new ways of working
  • Skilled at building strong, collaborative relationships with multiple business partners across the region and country
  • Strong passion for working in a high performance, fast-paced sales environmentย 
  • Ability to work well within a diverse team environment as well as a strong ability to work well independentlyย 
  • Self-starter who has the ability to be nimble andย change direction when needed
  • Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines
  • Strong written, verbal and virtual communication skills
  • Work with the team to ensure all roles are clear on how to put "the customer at the centre of what we do"
  • Ability to succeed and work well under pressure
  • Ability to adapt in an ever-changing business environment
  • Ability to prioritize activities to drive highest business impact

-

The base salary for this position is between $43,400 - $65,100 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Lifeย 

We'reย united by a shared purpose: to improve the financial,ย physicalย and mental well-beingย of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.ย ย 

We'reย looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers,ย communitiesย and each other.ย Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!ย 

What we offer:ย ย 

We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member:ย 

  • Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallyย towardsย education reimbursement.ย 
  • Health & Wellness:Flexible health and dental benefits,ย plus a $5,000 mental health benefit to support your well-being.ย 
  • Time Off:In addition to regular vacation andย personal days,ย we support communityย involvement with aย volunteer day.ย 
  • Financial Security:Company-matching pension plan,share ownership program andย additionalinvestment options.ย 
  • Rewards and Recognition:ย Employee recognition programs, service milestone celebrations, employee discounts and more!ย ย 
  • Emphasis onย Community:ย We provide aย workplace whereย employeesย feel connected and supported throughย Employee Resource Groups (ERGs),ย mentorshipย programs,ย socialย clubsย andย events.ย ย 

Learn moreย aboutย Canada Life.ย ย 

We'reย committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contactย ย talentacquisitioncanada@canadalife.com. All information provided will be handledย in accordance withย applicable laws and Canada Life policies. ย 

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.ย 

#LI-Hybridย