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Wealth Management Associate Jobs in Quebec (NOW HIRING)

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 ...

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): Kirkland A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you ...

A career as a Associate at National Bank in the wealth Management Evolution team, is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will ...

A career as a Associate at National Bank in the wealth Management Evolution team, is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will ...

A career as a Associate at National Bank in the wealth Management Evolution team, is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will ...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

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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 Jun 13, 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 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 an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

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 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.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
What are popular job titles related to Wealth Management Associate jobs in Quebec? For Wealth Management Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Quebec look for? The top searched job categories for Wealth Management Associate 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:

Full-time

Medical, Retirement

Posted yesterday


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 hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and 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 

#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!