ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Ontario (NOW HIRING)

Adobe

Global Employment Tax Advisor, EMEA

London, ON · On-site +1

... remote work. * Strategically lead global projects with various internal partners and provide ... Bachelor's degree or equivalent experience in accounting, finance, tax, or a related field. * 3+ ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Ontario

Remote Financial Advisor information

See Ontario salary details

$45K

$85.6K

$111K

How much do remote financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial advisor in Ontario is $85,555.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Ontario?

The most popular types of Financial Advisor jobs in Ontario are:

What are popular job titles related to Remote Financial Advisor jobs in Ontario?

For Remote Financial Advisor jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Ontario look for?

The top searched job categories for Remote Financial Advisor jobs in Ontario are:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Ontario as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% Remote job distribution, with an average salary of $85,555 per year, or $41.1 per hour.

Tailored Branch Support Team Leader - Bilingual French

Edward Jones Careers

Mississauga, ON • Remote

Full-time

Posted 24 days ago

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 258 frontline employees who took The Breakroom Quiz

76th of 154 rated financial services

Job description

The Team Leader, Tailored Branch Support (TBS), leads a team of high-performing associates who provide remote, tailored operational and client support to Financial Advisors (FAs) across Canada. 
TBS partners closely with branch teams to deliver flexible, high-quality coverage aligned to each branch's needs-ranging from short-term urgent support to long-term strategic assistance. The Team Leader ensures the team consistently delivers "first time, every time" service while enabling branch productivity, client experience, and business growth. 
This role combines people leadership, operational execution, and strategic partnership to ensure TBS is a trusted extension of the branch.
Key Responsibilities: 
1. Team Leadership & Performance Management 

  • Lead, coach, and develop a team of TBS associates delivering remote branch support across multiple service models 
  • Foster a culture of accountability, collaboration, and continuous improvement 
  • Provide ongoing performance feedback through coaching, quality reviews, and formal evaluations 
  • Support career growth and development planning for associates 
  • Build engagement across both Home Office and remote associates 
2. Service Excellence & Client Experience 
  • Champion a world-class service culture, ensuring consistent delivery of accurate, timely, and high-quality support 
  • Reinforce TBS's mission of delivering exceptional service and strong FA partnerships  
  • Monitor service levels, quality metrics, and client satisfaction outcomes 
  • Act as an escalation point for complex branch or client issues 
3. Operational & Workflow Management 
  • Manage team capacity across multiple TBS support types (short-term, medium-term, long-term, and onboarding support)  
  • Proactively align staffing and skillsets to ensure supply anticipates and meets demand, leveraging trends, forecasting, and business insights to move from reactive to predictive workforce planning  
  • Continuously monitor demand patterns across branches to anticipate coverage needs and adjust resources ahead of time  
  • Leverage reporting and data analytics to optimize workflow, productivity, and turnaround times  
  • Ensure operational discipline across processes, compliance, and risk management 
4. Branch & Stakeholder Partnership 
  • Build strong relationships with FAs, branch teams, and internal partners 
  • Ensure the team understands branch-specific needs and tailors support accordingly 
  • Partner with stakeholders on initiatives supporting the Canada Business Unit 
  • Communicate priorities, changes, and strategic direction effectively 
5. Continuous Improvement & Innovation 
  • Identify and implement opportunities to improve efficiency, scalability, and service delivery 
  • Drive enhancements that improve the branch, client, and associate experience 
  • Contribute to evolving the TBS model to meet future business needs 

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply