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Associate Advisor Jobs in Calgary, AB (NOW HIRING)

Raymond James Ltd.

Financial Planner

Cochrane, AB

CA$75K - CA$90K/yr

Fin (in QC), (in good standing) At least 2 years of experience working in the financial industry, preferably as a financial planner but also as an associate advisor or assistant. Strong knowledge of ...

Kaizen Automotive Group

Service Advisor

Calgary, AB · On-site

As part of the Kaizen Automotive Group , Shaw GMC is proud to be able to empower our associates ... Position Summary The Service Advisor is the primary liaison between customers and the dealership ...

Kaizen Automotive Group

Service Advisor

Calgary, AB · On-site

CA$60K - CA$80K/yr

As part of the Kaizen Automotive Group , Shaw GMC is proud to be able to empower our associates ... Overview Position Summary The Service Advisor is the primary liaison between customers and the ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Calgary, AB

Associate Advisor information

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Calgary, AB? The most popular types of Advisor jobs in Calgary, AB are:
What are popular job titles related to Associate Advisor jobs in Calgary, AB? For Associate Advisor jobs in Calgary, AB, the most frequently searched job titles are:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Calgary, AB as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 6% Hybrid, and 7% Remote job distribution.
Financial Planner

Financial Planner

Raymond James Ltd.

Cochrane, AB

CA$75K - CA$90K/yr

Full-time

Retirement, PTO

Posted 5 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Financial Planner (CFP) - Cochrane-IFS

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

How does the role impact the organization?

If you are passionate about helping people make informed financial decisions, this may be the role for you.

We are seeking a Financial Planner who thrives on developing thoughtful, goals-based financial plans for an established client base. Working closely with Financial Advisors, you will help clients prepare for retirement, optimize tax strategies, and make confident long-term financial decisions.

As part of our wealth management team, you will provide comprehensive financial planning services and collaborate with specialists in tax, insurance, trusts, estates, and investments. At the end of the day, our goal is simple: to provide exceptional service to our clients while supporting one another as a team.

What You'll Do:

Client Planning & Advice

         Develop clear, customized financial plans tailored to each client's goals and objectives.

         Lead discovery conversations to gain a thorough understanding of clients' financial circumstances, priorities, and long-term aspirations.

         Prepare projections, cash-flow analyses, retirement scenarios, and concise planning summaries.

         Present financial plans in a clear and understandable manner, helping clients make informed decisions with confidence.

         Provide ongoing plan updates as clients' circumstances and goals evolve.

         Participate in annual review meetings as a secondary planning resource.

         Respond to client inquiries related to financial planning.

Integrated Wealth Management

         Integrate tax, retirement, investment, estate, cash management, and insurance planning strategies into comprehensive client recommendations.

         Identify opportunities related to CPP/OAS optimization, RRIF conversions, tax efficiency, and corporate planning.

         Collaborate closely with internal specialists across tax, insurance, trust, estate, and philanthropic planning.

         Coordinate follow-up activities to help ensure planning recommendations are implemented effectively.

Relationships & Business Growth

         Build trusted, long-term relationships with clients and Financial Advisors.

         Champion the value of financial planning throughout the branch.

         Identify opportunities to deepen existing client relationships and support organic business growth.

         Collaborate with external professionals when appropriate.

Professional Practice & Leadership

         Maintain the highest standards of ethics, professionalism, confidentiality, and client service.

         Remain current on financial planning trends, tax legislation, and regulatory developments.

         Serve as a key financial planning resource within the branch.

         Participate in client events, workshops, webinars, and educational initiatives as required.

         Contribute to a collaborative, supportive, and continuously improving team environment.

What can you expect from us?

Our most important investment is in our people.

Upon eligibility, Raymond James Ltd. offers flexible workstyles, a competitive compensation and benefits package, Paid Time Off, Volunteer Days, discretionary bonuses, tuition reimbursement, and much more. We also support internal career development, professional growth, and community involvement.

What You Bring:

Required Qualifications

         CFP, QAFP, RFP or Pl. Fin (in QC), (in good standing)

         At least 2 years of experience working in the financial industry, preferably as a financial planner but also as an associate advisor or assistant.

         Strong knowledge of retirement, tax, estate, and cash-flow planning.

         Confidence in presenting and explaining complex planning concepts clearly and effectively.

         Ability to work independently while contributing positively to a collaborative team   environment.

         Strong organizational, analytical, judgment, and time-management skills.

Nice to Have:

         Experience with financial planning software such as Conquest or RazorPlan.

         Exposure to corporate planning and trust structures.

         Previous experience supporting advisors with financial planning strategies.

What We Offer:

         Competitive salary plus performance-based incentives.

         Comprehensive health and wellness benefits.

         Tuition reimbursement and support for ongoing professional development.

         A collaborative, people-first culture with opportunities for career growth.

         The opportunity to join a dynamic and growing team focused on becoming a premier family office in Western Canada.

We encourage our associates at all levels to:

         Grow professionally and inspire others to do the same.

         Work collaboratively to achieve meaningful outcomes.

         Make thoughtful, pragmatic decisions with the client at the forefront.

         Take ownership and hold themselves and others accountable for results.

         Contribute to the continuous evolution and growth of the firm.

Salary Range: $75,000-90,000 annually, in addition to competitive performance-based incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job-related factors.

How to Apply:

Please apply with your resume in person at our office:

Cochrane Wealth Management

624 - 2nd Street West

Cochrane, AB

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.

Employment is contingent upon the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role; however, only those selected for further consideration will be contacted.

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

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