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Wealth Management Associate Jobs in Quebec (NOW HIRING)

Sagard

Associate, Office of the CEO

Montreal, QC

Sagard also engages in private wealth management through Sagard Wealth. Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard ...

Scotiabank

Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Wealth Management, and occasionally external professionals such as solicitors and accountants.

Scotiabank

... wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are ...

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Wealth Management Associate information

See Quebec salary details

$21K

$63.3K

$114.5K

How much do wealth management associate jobs pay per year?

As of Sep 4, 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.

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?

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.

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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Quebec?

The most popular types of Wealth Management jobs in Quebec are:

What cities in Quebec are hiring for Wealth Management Associate jobs?

Cities in Quebec with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $63,294 per year, or $30.4 per hour.

Wealth Management Administrative Associate (CSC or CSC in Progress)

Manulife

Montreal, QC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Support Corporate Advisors by handling administrative tasks, client service, and account management.

  • Act as the first point of contact for clients, assist with account maintenance, and coordinate client meetings.

  • Manage the advisor's calendar, handle correspondence, maintain client records, and ensure regulatory compliance.

Job description

The LicensedAssistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This person and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.

Key Accountabilities:

Client Support

  • Act as the first point of contact for clients, answering questions and addressing service needs.

  • Assist with account maintenance, such as updating client information, processing requests, and executing transactions.

  • Schedule and coordinate client meetings, preparing necessary documentation and reports.

  • Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.

Administrative Tasks

  • Manage the advisor's calendar, including scheduling meetings, client appointments, and conference calls.

  • Handle incoming correspondence, prioritize, and distribute to the appropriate team members.

  • Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.

  • Prepare client reports, statements, and presentations for meetings.

Compliance and Documentation

  • Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.

  • Stay updated on regulatory changes and work with the compliance department to ensure adherence.

  • Assist in preparing for audits and regulatory reviews.

Account Management

  • Process account openings, transfers, and updates.

  • Handle the submission of trade orders under the direction of the investment advisor.

  • Monitor account activities to ensure timely and accurate execution of orders and instructions.

Financial Planning Support

  • Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.

  • Gather and organize financial data and research for advisor review.

  • Support in preparing investment reports and analysis for clients.

Team Collaboration

  • Collaborate with other team members to ensure client needs are met in a timely and professional manner.

  • Provide backup assistance to other administrative staff when needed.

Job Requirements:

  • Undergraduate degree strongly preferred

  • Previous experience in a similar role, preferably within the financial industry.

  • Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)

  • Fluent in CRM / SalesForce and PowerBI an asset

  • Exceptional organizational and time management skills.

  • Excellent verbal and written communication skills

  • Strong attention to detail and ability to prioritize tasks effectively.

  • Proven ability to work in a team environment.

  • Discretion and the ability to handle sensitive information with integrity

  • Knowledge of financial terminology and concepts is a plus but not required.

  • Ability to build effective partnerships.

  • Unwavering curiosity and a passion for learning

Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

  • We'll empower you to learn and grow the career you want.

  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we'll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

The compensation for this role includes salary and sales incentives and is expected to be between

$50,500.00 CAD - $90,500.00 CAD

Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the compensation range for your location.


Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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