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Advisor Assistant Jobs in Alberta (NOW HIRING)

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. · ...

Country Hills Kia

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 ...

Royal Oak Nissan

Parts Advisor

Calgary, AB · On-site

CA$3.5K/mo

As the Parts Advisor, you support the identification and coordination of parts for all internal and ... A part of McManes Automotive Job Duties * Assist customers by phone or over the counter, providing ...

New

Gateway Toyota

Service Advisor

Edmonton, AB · On-site

Track and communicate vehicle status from initial inspection through completion. * Assist with ... Previous Service Advisor, Automotive Technician, Parts, or dealership experience is an asset. Why ...

New

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. ...

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. ...

Chinook Equipment

Parts Advisor

Nisku, AB

The Parts Advisor will work primarily at the front counter assisting customers in various parts ... Assist all customers in sourcing and ordering parts in a friendly, professional and efficient ...

New

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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 Aug 20, 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

Raymond James Ltd.

Calgary, AB

Full-time

Re-posted 19 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

115th of 151 rated financial services

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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