Assistant Wealth Advisor: Path to Senior Advisor

montreal, montreal (administrative region), Canada • Posted June 08, 2026

Job Type: Full-time

Location: montreal, montreal (administrative region)

Posted: June 08, 2026

Category: Finance

Application Deadline: July 18, 2026

Role Description

                    A financial services firm in Montreal is looking for an Assistant Advisor to support client management and work towards becoming a wealth management advisor. The role involves preparation for client meetings, monitoring financial strategies, and developing customer relationships. Ideal candidates have a finance-related degree and relevant experience in securities. The position offers performance bonuses and a structured career advancement plan.
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