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Advisory Services Associate Jobs in Alberta (NOW HIRING)

KPMG

Associate, Corporate Finance

Calgary, AB

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

KPMG

Associate, Corporate Finance

Edmonton, AB

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

Ci

District Vice President, Sales

Calgary, AB · On-site

CA$85K - CA$100K/yr

Work closely with Sales Associates and Business Development Managers to implement territory plan ... advisory services through diverse financial services firms. Since 1965, we have consistently ...

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Advisory Services Associate information

What is an advisory services associate?

Advisory Services Associates are entry-level professionals who support firms and their clients by providing analysis, research, and recommendations on financial, business, or operational matters. They typically work with more senior advisors to help organizations identify risks, improve processes, and make strategic decisions. Their role involves gathering data, preparing reports, and participating in client meetings, often within consulting, accounting, or financial services firms.

What are the key skills and qualifications needed to thrive as an advisory services associate?

To thrive as an Advisory Services Associate, you need strong analytical skills, business acumen, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software such as SAP or Oracle is often required. Exceptional communication, problem-solving, and teamwork abilities help distinguish top performers in this client-facing role. These skills enable associates to deliver valuable insights, manage client relationships, and support successful project outcomes.

What are some common challenges faced by advisory services associates when managing multiple client projects simultaneously?

Advisory Services Associates often juggle several client projects at once, which requires strong organizational and time management skills. Balancing competing deadlines, adapting to shifting client needs, and ensuring accuracy in deliverables can be challenging. Effective communication and proactive prioritization are key to maintaining high-quality service and building trust with both clients and internal teams. Support from managers and collaboration with colleagues can help associates navigate these challenges and continue developing their expertise.

What cities in Alberta are hiring for Advisory Services Associate jobs?

Cities in Alberta with the most Advisory Services Associate job openings:

Advisory Services Associate jobs near you

Director Commercial Banking (Hybrid)

NATIONAL BANK OF CANADA

Calgary, AB • Hybrid

Full-time

Medical, Retirement

Re-posted 8 days ago

Job description

Attendance
Hybrid
Job number
33393
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
01-Jun-2026
Area(s) of interest: Advisory services, Commercial banking
Location(s): Calgary

A career as a Director, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects.

This position is based in Calgary.


Your role:

  • Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies
  • Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services
  • Meet clients' changing needs by adapting and optimizing financial products and advice/approaches
  • Negotiate the terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria
  • Draw up business development plans
  • Assist the Regional Vice-President in reaching objectives
  • Work with the Manager – Financing Solutions
  • Actively participate to various networking activities (cocktails, conferences, etc.)
  • Work in synergy with all the other departments of the Bank


Your team:

Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of specialists, like financing solutions managers, who will help you offer the solutions that best suit our clients’ needs.

Reporting to the Associate Vice-President, you will manage a portfolio of clients in Calgary.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.


Prerequisites:

  • Based on your academic background, at least 5 to 9 years' experience in sales and business development within the financial industry:
  • University certificate and 9 years' experience
  • Bachelor's degree and 7 years' experience
  • Master's degree and 5 years' experience
  • Experience in sales and business development
  • Experience in analysis of financial statements
  • Experience in commercial credit
  • Network of professional contacts among local medium-sized enterprises and large companies, an asset

Languages:
English
Skills

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Communication Emotional Intelligence Teamwork Accountability Client-focused Learning Agility Listening
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
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