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Associate Advisor Jobs in Calgary, AB (NOW HIRING)

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Calgary, AB

Support investment advisors in providing superior customer service and be available to meet client requests Carry out routine operations related to financial transactions (e.g., purchases and sales ...

The Consumer Goods Forum

Wealth Associate

Calgary, AB · On-site

The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ... Working directly with a team of Investment Advisors where the focus is on client relationships and ...

Aritzia

Retail Associate - Chinook

Calgary, AB · On-site

$30/hr

As a Retail Associate within our boutiques, you will be part of the team responsible for the ... Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Calgary, AB

Associate Advisor information

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 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 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 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, 60% Full Time, 37% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Sales (Fitness Advisor) - Calgary Richmond Square

Goodlifefitness

Calgary, AB • On-site

CA$35K - CA$53K/yr

Full-time

Re-posted 15 days ago

Job description

SALES (FITNESS ADVISOR)

Who is a Fitness Advisor?

The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve those goals.

What will you be doing?

  • Building a pipeline of potential members using the tools and resources made available to you by GoodLife
  • Touring potential members around the club, educating them on how we can support them toward achieving their overall health and fitness goals
  • Creating a plan for new member success, leveraging appropriate GoodLife service offerings
  • Building and maintaining member relationships through consistent member follow-up

Do you have what it takes?

  • Experience in sales
  • High degree of self-motivation and resilience within a sales environment
  • Ability to build rapport and connect with a diverse group of people
  • Passion for helping others, and a commitment to personal health and fitness
  • Excellent time management skills
  • Committed to contributing to a culture that celebrates diversity, equity & inclusion and values giving back to communities
  • Ability to consistently live ourGuiding Principles and Values of Caring, Integrity, Teamwork, Growth and Optimism

What's in it for you

  • Ongoing training and development to ensure a long and successful career path
  • Career advancement opportunities
  • Competitive Total Rewards Package
  • FREE Fitness membership
  • Fun and energetic atmosphere to come to every day!

Instead of sending the traditional cover letter, we'd love to hear how you are living the GoodLife - tell us what you are currently doing to incorporate health and fitness into your life!

Compensation:

It is expected that the selected candidate will start at a base wage of $17.00. This position is eligible for commissions in addition to the base wage. The expected annual range of total compensation is $35,300 - $53,500 determined by the expected total number of scheduled hours per year, performance, time in the position and variable compensation earned.

This job posting is for an existing vacancy.

Diversity and Inclusion

At GoodLife Fitness, we are committed to fostering an inclusive, accessible environment, where all employees and members feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. We are committed to meeting the accessibility needs of persons with disabilities in a manner that respects their dignity and that is equitable. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Recruitment Fraud Alert

Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.

Protect yourself:

GoodLife Fitness, Fit4Less, canfitpro, and GoodLife Kids Foundationpositions are posted tojobs.goodlifefitness.comand must be applied to via the secure portal on that site; Job offers or requests for banking information or your SIN willneverbe sent via email, phone, or text message; Please verify that the person you are communicating with has an @goodlifefitness.com, @fit4less.ca, @canfitpro.com, or @goodlifekids.comemail address.

If you currently work for us, Associates should only apply to positions on the Jobs Hub in Workday and all job offers, requests for banking information or your SIN should be completed when logged into Workday. We willneverask you to send this information via email, phone or text.

Please verify that the person you are communicating with has an @goodlifefitness.com, @fit4less.ca, @canfitpro.com, or @goodlifekids.comemail address.

Apply