A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
Wealth Associate
Laval, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
Wealth Associate
Laval, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
Wealth management Location(s): Sorel-Tracy A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients ...
Wealth management Location(s): Sorel-Tracy A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients ...
Wealth Associate
Riviere-du-loup, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
Wealth Associate
Riviere-du-loup, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help ...
Wealth management Location(s): Riviere-Du-Loup A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with ...
Wealth management Location(s): Riviere-Du-Loup A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with ...
Wealth management Location(s): Victoriaville A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with ...
Wealth management Location(s): Victoriaville A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with ...
Wealth management Location(s): Brossard A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and ...
Wealth management Location(s): Brossard A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
Program Managers and Market Leads will work collaboratively to coach and support a Wealth Associate's growth, with the Market Lead maintaining oversight and people management responsibility for the ...
Program Managers and Market Leads will work collaboratively to coach and support a Wealth Associate's growth, with the Market Lead maintaining oversight and people management responsibility for the ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and ...
Associate Wealth Advisor
Montreal, QC · On-site
In this role, you will work closely with the portfolio manager to deliver high-quality and ... Prepare wealth projections and modeling using firm tools to support client objectives * Attend ...
Associate Wealth Advisor
Montreal, QC · On-site
In this role, you will work closely with the portfolio manager to deliver high-quality and ... Prepare wealth projections and modeling using firm tools to support client objectives * Attend ...
Wealth Management Associate information
See Quebec salary details
$21K - $29.5K
1% of jobs
$29.5K - $38K
7% of jobs
$38K - $46.5K
11% of jobs
$49.5K is the 25th percentile. Wages below this are outliers.
$46.5K - $55K
15% of jobs
The median wage is $60.3K / yr.
$55K - $63.5K
25% of jobs
$72K is the 75th percentile. Wages above this are outliers.
$63.5K - $72K
16% of jobs
$72K - $80.5K
13% of jobs
$80.5K - $89K
6% of jobs
$89K - $97.5K
2% of jobs
$97.5K - $106K
1% of jobs
$106K - $114.5K
3% of jobs
$21K
$63.3K
$114.5K
How much do wealth management associate jobs pay per year?
As of Jul 15, 2026, the average yearly pay for wealth management associate in Quebec is $63,294.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $73,500.00 per year, depending on experience, location, and employer.
How many financial advisors make $500,000 a year?
In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.
What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?
As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.
What is the role of a wealth management associate?
A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.
What is a Wealth Management Associate?
A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.
What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?
To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
Is $200,000 enough to work with a financial advisor?
For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.
What is an associate in wealth management?
A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What cities in Quebec are hiring for Wealth Management Associate jobs? Cities in Quebec with the most Wealth Management Associate job openings:
Full-time
Medical, Retirement
Re-posted 25 days ago
Job description
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all parties (clients, advisors, and various collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support wealth advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings Ensure adherence to compliance and risk management rules Your team: National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a flexible leave that you can take when it's important to you. Prerequisites: College diploma in a related field At least one year of relevant experience in a related field such as banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority management skills Area the ERCI course, Canadian regulatory Review on investments in the first year in position (formerly CSC and MNC) INDGP Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as: * 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!