ZipRecruiter

Log In

1

Associate Advisor Jobs in Calgary, AB (NOW HIRING)

Kaizen Automotive Group

Service Advisor

Calgary, AB · On-site

... associates with a supportive workplace and access to the benefits they need along their ... Overview Position Summary The Service Advisor is the primary liaison between customers and the ...

Kaizen Automotive Group

Service Advisor

Calgary, AB · On-site

... associates with a supportive workplace and access to the benefits they need along their ... Position Summary The Service Advisor is the primary liaison between customers and the dealership ...

Kaizen Automotive Group

Service Advisor

Calgary, AB · On-site

... associates with a supportive workplace and access to the benefits they need along their ... Overview Position Summary The Service Advisor is the primary liaison between customers and the ...

ATB

Inside Sales Associate

Calgary, AB · On-site

About the Role As ATB's next Inside Sales Associate at ATB Investment Management Inc. (ATBIM), you ... Proactively manage territory sales pipelines by identifying advisors transitioning assets out of ...

previous pagenext page

Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Calgary, AB

Associate Advisor information

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?

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 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 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.

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 August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Service Advisor

Kaizen Automotive Group

Calgary, AB • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Brand Statement

Rev Up Your Career at Genesis North Calgary in Calgary, Alberta!

Join a team where progress isn't just a goal, it's the culture we live and breathe. As part of a family-owned and operated automotive group, Genesis North Calgary embraces Kaizen -'continuous improvement'- as the driving force behind how we operate. We are always evolving to deliver an exceptional experience for our customers, strengthen opportunities for our employees, and support the communities in which we work.

At Genesis North Calgary, you'll step into a fastpaced, forwardthinking environment where your ideas matter, your growth is prioritized, and your work fuels a culture of excellence. If you're passionate, driven, and ready to accelerate your career, this is the place for you.

Start your engine - your next great opportunity begins here!

As part of the Kaizen Automotive Group, Genesis North Calgary is proud to be able to empower our associates with a supportive workplace and access to the benefits they need along their professional journey to feel happy, healthy and valued. FullTime employees enjoy a robust benefits package, including:

Competitive Compensation Dental & Extended Health Coverage Company Pension Paid Time Off Life & Disability Insurance Employee & Family Assistance Programs Vehicle Purchase & Service Discounts Paid Professional Development CompanyWide Appreciation Events And SO MUCH MORE!

Overview

Position Summary 

The Service Advisor is the primary liaison between customers and the dealership's Service Department. This role is responsible for understanding customer concerns, accurately documenting service needs, and coordinating with technicians to ensure timely, high-quality repairs aligned with OEM standards. The ideal candidate delivers strong customer service, communicates effectively, and thrives in a fast-paced automotive environment. 

Responsibilities and Qualifications

Key Responsibilities 

  • Greet customers promptly and professionally, clearly documenting service concerns and vehicle information.
  • Prepare repair orders and service estimates in accordance with dealership and OEM guidelines. 
  • Communicate recommended services, pricing, and timelines with transparency and clarity. 
  • Coordinate with technicians to ensure accurate diagnosis, timely repairs, and proper documentation. 
  • Provide regular updates to customers and maintain communication throughout the service process. 
  • Review completed work, verify quality, and ensure customer satisfaction prior to vehicle delivery.
  • Handle customer questions, concerns, and follow-up needs to support long-term relationships. 
  • Ensure compliance with warranty requirements, OEM repair procedures, and dealership policies.
  • Maintain accurate records, reports, and documentation within the DMS and OEM systems. 
  • Support a clean, organized, and safety focused service environment. 
  • All other duties as assigned by leadership.

Qualifications 

  • Previous experience in an automotive service or customer service role; dealership experience preferred.
  • Strong understanding of vehicle maintenance and repair terminology.
  • Excellent communication, customer service, and relationship building skills. 
  • Ability to manage multiple tasks and deliver high-quality service in a fast-paced environment. 
  • Proficiency with dealership management systems (DMS) and OEM service platforms. 
  • Strong organizational skills and high attention to detail.
  • Valid driver's license and clean driving record required. 
  • Automotive or business related education or certification is an asset.  

INDCFO

Posted Salary RangeCAD $0.00 - CAD $0.00 /Hr.Employment Type: FULL_TIME

Apply