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Advisor Assistant Jobs in Alberta (NOW HIRING)

Keystone Private Wealth Inc

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Financial Advisor Assistant

Lethbridge, AB · On-site

CA$35K - CA$55K/yr

Financial Advisor Assistant Responsibilities * Client Support : Handling client inquiries via phone or email, providing first-level support, and escalating complex issues to the advisor. * Scheduling ...

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Kia

Parts Advisor

Medicine Hat, AB

The Parts Advisor will be responsible for assisting customers and technicians in selecting and ... Job Duties: * Assist customers and service technicians with parts inquiries, orders, and sales.

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Alberta

Advisor Assistant information

See Alberta salary details

$13.5K

$36.5K

$63K

How much do advisor assistant jobs pay per year?

As of Jul 30, 2026, the average yearly pay for advisor assistant in Alberta is $36,485.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $43,000.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an assistant advisor do?

An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What do advisors get paid?

Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

Is it hard to become a FA?

Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Alberta? The most popular types of Advisor jobs in Alberta are:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Alberta as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $36,485 per year, or $17.5 per hour.

Financial Advisor Assistant

Keystone Private Wealth Inc

Lethbridge, AB • On-site

CA$35K - CA$55K/yr

Full-time

Posted yesterday

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Job description

Financial Advisor Assistant Responsibilities


  • Client Support: Handling client inquiries via phone or email, providing first-level support, and escalating complex issues to the advisor.
  • Scheduling and Coordination: Managing the advisor’s calendar, booking appointments, and coordinating meetings with clients, tax teams, and estate planners.
  • Documentation and Reporting: Preparing, organizing, and reviewing client financial documents, investment updates, and account paperwork to ensure accuracy and compliance.
  • Transaction Processing: Executing trades, processing deposits, withdrawals, and account transfers under advisor instructions while adhering to compliance regulations.
  • Operational Support: Maintaining client databases, managing multiple computer systems, and assisting with marketing efforts such as newsletters or seminar invitations.

Required Skills and Qualifications

  • Education: A high school diploma or GED is the minimum; a bachelor’s degree in finance, business, or a related field is preferred.
  • Experience: 1–3 years in financial services, banking, or customer-facing roles
  • Technical Skills: Familiarity with financial planning software, investment terminology, and compliance regulations.
  • Soft Skills: Strong communication, attention to detail, multitasking, and client service skills are essential.
  • Credit/Security Check: The successful candidate must pass a criminal and credit check.