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Advisor Assistant Jobs in Alberta (NOW HIRING)

Mount Royal University

Academic Advisor

Calgary, AB · On-site

Use developmental advising strategies tailored to the needs of each student, incorporating a holistic and learner-centered approach. Assist students in understanding and navigating institutional ...

Rohit Management Inc

Safety Advisor

Calgary, AB · On-site

The Safety Advisor is responsible for developing, implementing, and continuously improving the ... Assist with the completion of health and safety inspections and reporting requirements. · ...

PMG AUTO SALES

Listen to customer concerns, identify service needs, and assist with determining appropriate repair ... Advise customers regarding recommended maintenance, manufacturer service schedules, and repair ...

PMG AUTO SALES

Listen to customer concerns, identify service needs, and assist with determining appropriate repair ... Advise customers regarding recommended maintenance, manufacturer service schedules, and repair ...

Country Hills Kia

Senior Service Advisor

Calgary, AB · On-site

$60K - $100K/yr

Handle customer concerns and assist with escalated situations * Review completed repairs and ... Minimum 3-5 years of Service Advisor experience in the automotive industry * Previous leadership or ...

Kia

Parts Advisor

Medicine Hat, AB · On-site

$18 - $25/hr

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.

PERMA PIPE INC

Safety Advisor

Camrose, AB · On-site

The Safety Advisor is responsible for providing frontline HSE support at the Camrose manufacturing ... * Assist with elements of the respiratory protection program, including fit testing as applicable.

Td

Associate Investment Advisor

Red Deer, AB · On-site

Direct support staff in the professional and personable delivery of client service * Assist in the ... Please be advised that this job opportunity is subject to provincial regulation for employment ...

Posted today

Bosch Truck Group Inc.

Service Advisor

Calgary, AB · On-site

Service Advisor Overview Bosch Truck Group Inc. (formerly Glover International Trucks Ltd.) is an ... They assist customers from their first inquiry through completing their invoice and follow-up. ...

TEEMA

EHS Advisor

Calgary, AB · On-site

CA$80K - CA$110K/yr

Health, Safety & Environment (HSE) Advisor Location: Calgary AB. Travel to Western Canada - Alberta ... * Assist with WCB claims, return-to-work, and modified-work programs . * Deliver safety ...

TEEMA

EHS Advisor

Calgary, AB

CA$80K - CA$110K/yr

Health, Safety & Environment (HSE) Advisor Location: Calgary AB. Travel to Western Canada - Alberta ... * Assist with WCB claims, return-to-work, and modified-work programs . * Deliver safety ...

Finning

Service Advisor - OEM

Edmonton, AB · On-site

The Service Advisor is responsible for managing remanufacturing jobs within OEM to effectively ... * Assist the Customer Service Supervisor in development of programs and processes aimed at ...

New

Keyera

Advisor, Transportation Compliance

Edmonton, AB · On-site

The Transportation Compliance Advisor will play an important role in ensuring compliance with ... Coordinate and assist with delivery of training programs and competency initiatives. * Conduct ...

New

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Advisor Assistant information

See Alberta salary details

$13.5K

$36.5K

$63K

How much do advisor assistant jobs pay per year?

As of Sep 11, 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 is an advisor assistant?

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 advisor assistant do?

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 the key skills and qualifications needed to thrive as an advisor assistant?

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.

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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

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 August 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $36,485 per year, or $17.5 per hour.

Licensed Wealth Advisor Assistant

Calgary, AB • On-site

Raymond James Ltd.
See more jobs at Raymond James Ltd.external

Full-time

Re-posted 11 days ago

Raymond James rating

7.2

Company rating: 7.2 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

Job description

Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on at least two years previous experience as a Licenced Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player.

This position's primary focus is to assist Financial Advisor's build their business using strong administration, communication, and interpersonal skills.

Responsibilities:
    Process and follow-up on security transfers & transactions including liaising with the trade desk and back office.
    Manage incoming and outgoing phone calls with clients.
    Foster and support client relationships.
    Open accounts and manage all documentation requirements.
    Update accounts and create quarterly / bi-annual portfolio reviews.
    Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
    Be involved in preparing correspondence and reports, event planning and coordination.
    Review and process all cheques, banking, and stock certificates from clients.
    Maintain Financial Advisor files and other general office duties.
 

Requirements:

    A minimum of 2 years investment industry experience.
    Completion of the Canadian Securities Course as well as the Conducts and Practices Handbook (IR or RR Registration).
    Experience with Dataphile & Microsoft Dynamics is a definite asset.
    Superior customer service skills and excellent verbal and written communication skills.
    Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
    The ability to handle confidential information.
    The ability to work in a team environment and demonstrate a professional and friendly manner.
    Strong organizational and problem-solving skills.
    Meticulous attention to detail.

This is a permanent full-time position with a competitive compensation and benefits package.

If you are interested in joining our team, please submit your cover letter and resume, quoting the position, by 11/10/2025 to:

Mission Wealth Advisors | Raymond James Ltd.
#400 - 320 23 Ave SW
Calgary, AB  T2S 0J2
missionwealthadvisors@raymondjames.ca

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.  We are committed to accessibility for candidates through all stages of the recruitment process.  Should you require accommodation, please contact us using the above details and we will be happy to help.

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