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Advisory Services Associate Jobs in Alberta (NOW HIRING)

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service ... advisory engagements. Leveraging advanced financial evaluation, market insights, and industry ...

Associate Manager, Digital Identity

Calgary, AB · On-site

CA$114K - CA$135K/yr

Manage identities and authentication services using Microsoft Entra ID, including SSO, Conditional ... Experienced in consulting and advisory discussions with clients and other consulting firms. * SC ...

Developer, Senior Associate

Calgary, AB · On-site

CA$87K - CA$137K/yr

Line of Service Advisory Industry/Sector Not Applicable Specialism Analytics Management Level Senior Associate & Summary At PwC, our Software engineers blend modern data and software engineering with ...

Deals - Real Assets - Manager

Edmonton, AB · On-site

CA$112K - CA$162K/yr

Line of Service Advisory Industry/Sector Not Applicable Specialism Capital Projects Management ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...

Deals - Real Assets - Manager

Calgary, AB · On-site

CA$112K - CA$162K/yr

Line of Service Advisory Industry/Sector Not Applicable Specialism Capital Projects Management ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...

Showing results 41-60

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:

Investment Banking, Associate

Barclays

Calgary, AB • On-site

Full-time

Re-posted 7 days ago


Job description

Job Description

Purpose of the role

To build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies

Accountabilities

  • Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends..
  • Generation of ideas and identification of opportunities that expand the bank's client base and generate new business opportunities..
  • In-depth financial analysis and due diligence on client companies to assess their financial health and valuation..
  • Collaboration with legal and compliance teams to review, draft, and maintain legal documentation required for transactions, including contracts and agreements..
  • Collaboration with other teams, such as Capital Markets, Sales and Trading, Research, and Risk Management, to provide comprehensive solutions to clients..
  • Champion Energy Transition and Sustainability by engaging with clients on their climate, transition strategies and sustainable finance opportunities where applicable..
  • To build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies..

Assistant Vice President Expectations

  • To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
  • Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
  • OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
  • Take ownership for managing risk and strengthening controls in relation to the work done.
  • Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
  • Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
  • Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
  • Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.

Join Barclays as an Investment Banking, Associate. In this role, you will build and maintain trusted relationships with corporate clients, developing a deep understanding of their strategic targets, financial priorities, and capital needs. You will partner with senior bankers to deliver tailored investment banking solutions, supporting clients across mergers and acquisitions, capital raising, and strategic advisory engagements. Leveraging advanced financial evaluation, market insights, and industry knowledge, you will contribute to transaction execution, identify new business opportunities, and help deliver remarkable client outcomes while maintaining the highest standards of excellence and collaboration.

To be successful as an Investment Banking, Associate, you should have experience with:

Investment Banking at a bulge bracket investment bank or a top Canadian bank

Supporting the execution of large-scale corporate transactions, including mergers and acquisitions, capital raising, and strategic advisory engagements

Advanced knowledge in financial modelling, valuation methodologies, financial evaluation, and the preparation of confidential investor presentations and other transaction materials

Covering the Oil & Gas sector, with a preference in Upstream, Midstream, or Power & Utilities

Some other highly valued skills may include:

Demonstrated experience executing live, high-value investment banking transactions, with the ability to guide multiple workstreams in a fast-paced, deadline-driven environment

Organizational skills, attention to detail, and data-driven approach to solving multi-layered financial and strategic tasks

Outstanding communication and presentation skills, with the ability to distill strategic financial concepts into clear, compelling recommendations for clients, senior stakeholders, and internal teams

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is located in Calgary, AB.

The posting is for an existing vacancy.

Minimum Salary: $220,000 CAD

Maximum Salary: $ 270,000 CAD

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

This position is eligible for an incentive award.