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

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 ...

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 ...

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 ...

Fidelity International

Alternative Strategist

Calgary, AB · On-site +1

... Associates (BDAs). Beyond sales, the Strategist will also support all major Fidelity stakeholders ... Engage directly with financial advisors in Western Canada and support existing wholesaler efforts ...

Aritzia

Retail Associate - Chinook

Calgary, AB

$30/hr

Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...

Barclays

Investment Banking, Associate

Calgary, AB

In-depth financial analysis and due diligence on client companies to assess their financial health ... To advise and influence decision making, contribute to policy development and take responsibility ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

TD is one of the world's leading global financial institutions and is the fifth largest bank in ... Please be advised that this job opportunity is subject to provincial regulation for employment ...

Aritzia

Retail Associate - South Centre

Calgary, AB

$30/hr

Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...

Aritzia

Retail Associate - Market Mall

Calgary, AB

$30/hr

Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...

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Showing results 21-40

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 13, 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 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 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 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, 72% Full Time, 25% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,076 per year, or $32.2 per hour.

Wealth Associate

National Bank

Calgary, AB • On-site

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: 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 of securities, necessary transaction adjustments) Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up Analyze, open, and update client files Produce portfolio management reports Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings Ensure adherence to compliance and risk management rules Your team: National Bank Financial - Wealth Management is the fifth largest investment 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. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. Prerequisites: Completed college and/or university diploma in a related field Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course Completion of CIRE: Canadian Investment Regulatory Exam Excellent knowledge of the Microsoft Office suite Excellent customer service skills INDGP 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 * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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!

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