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Associate Financial Advisor Jobs in Calgary, AB (NOW HIRING)

National Bank

Associate Wealth Advisor

Calgary, AB · On-site

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in ...

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 ...

Td

Associate Investment Advisor

Calgary, AB

CA$42K - CA$57K/yr

Then, the role of Associate Investment Advisor might be the right fit for you. This roleis ... Demonstrate financial planningexpertiseto producehigh qualityplans through a well-developed and ...

National Bank

Wealth Associate

Calgary, AB · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

National Bank

Wealth Associate

Calgary, AB · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...

National Bank

Wealth Associate

Calgary, AB · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Calgary, AB

Associate Financial Advisor information

See Calgary, AB salary details

$30K

$67.1K

$118K

How much do associate financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate financial advisor in Calgary, AB is $67,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Calgary, AB?

The most popular types of Financial Advisor jobs in Calgary, AB are:

What are popular job titles related to Associate Financial Advisor jobs in Calgary, AB?

For Associate Financial Advisor jobs in Calgary, AB, the most frequently searched job titles are:

What cities near Calgary, AB are hiring for Associate Financial Advisor jobs?

Cities near Calgary, AB with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $67,076 per year, or $32.2 per hour.

Associate Wealth Advisor

National Bank

Calgary, AB • On-site

Full-time

Posted 21 days ago

Job description

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. 

Your job:

  • Diligently and attentively support and manage your portfolio of clients.
  • Offer your clients the best solutions on the market so they can achieve their financial goals.
  • Collaborate with several specialists from different sectors of the Bank to meet all needs.
  • Build strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team:

National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant. You’ll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completion of CIRE: Canadian Investment Regulatory Exam
  • Completion of RSE: Retail Securities Exam
  • CIM or CFA
  • Financial Planner or any other accreditation related to the field, an asset
  • Willingness to offer quick and efficient service to clients 
  • Knowledge of taxation, an asset
  • Recognized ability to learn software and IT systems 
  • Excellent ability to maintain business relationships through the effective use of virtual communication tools 
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
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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!

Apply