The Associate Advisor is a fully licensed Investment Advisor who works with more senior Investment Advisors with a focus on learning from the senior advisor by first focusing on smaller accounts and building their own book of business. Most Associate Advisors build their business while working with the senior advisor and may choose to eventually buy the senior Investment Advisor’s book of business. The typical career progression for the Associate Advisor is to eventually become an Investment Advisor.
Investment Advisor Associate, Sales Associate
Avg Salaries from Canadian job sites
Below are the courses and credentials required and/or recommended for this career.
Investment Advisors Training (IAT) (Satisfies 90 day training requirement)
Derivatives Fundamentals and Options Licensing Course (DFOL) (If dealing in Options)
Derivatives Fundamentals Course (DFC) (If dealing in Futures)