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Associate Financial Advisor Jobs in Edmonton, AB

Can you process financial transactions accurately and get a sense of achievement by providing ... We are expecting an all-around champion who can understand customer needs and advise best suited ...

Sales Associate

Nisku, AB

CA$45K - CA$70K/yr

Our Maternity Leave TopUp Program provides additional financial support so you can focus on what ... advise us if you need accommodation in order to participate in the recruitment process. Any ...

... advising, and suggesting products to every customer Maintain a high level of service and product ... Financial Complete customer transactions on the Point-of-Sale (POS) device, including payment ...

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Senior Care Sales Associate

Edmonton, AB · On-site

CA$50K - CA$150K/yr

As an Independent Senior Care Advisor, you will identify prospective clients, conduct consultations ... Experience in healthcare, seniors services, real estate, insurance, financial services, or ...

Personal Banking Associate Trainee

Edmonton, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Personal Banking Associate Trainee

Edmonton, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Personal Banking Associate Trainee

Edmonton, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Personal Banking Associate Trainee

Edmonton, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... Knowledge of banking solutions and processes to advise customers * A self-starter who works ...

Showing results 21-40

Associate Financial Advisor information

See Edmonton, AB salary details

$30K

$67.1K

$118K

How much do associate financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate financial advisor in Edmonton, 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 Edmonton, AB? The most popular types of Financial Advisor jobs in Edmonton, AB are:
What are popular job titles related to Associate Financial Advisor jobs in Edmonton, AB? For Associate Financial Advisor jobs in Edmonton, AB, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Edmonton, AB look for? The top searched job categories for Associate Financial Advisor jobs in Edmonton, AB are:
What cities near Edmonton, AB are hiring for Associate Financial Advisor jobs? Cities near Edmonton, AB with the most Associate Financial Advisor job openings:
Infographic showing various Associate Financial Advisor job openings in Edmonton, AB as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $67,076 per year, or $32.2 per hour.

Customer Experience Associate

Td

Fort Saskatchewan, AB

CA$22.50 - CA$28.33/hr

Part-time

Posted 4 days ago


Job description

Work Location:

Fort Saskatchewan, Alberta, Canada

Hours:

18.75

Line of Business:

Personal & Commercial Banking

Pay Details:

$22.50 - $28.33 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and servicestorefer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute withSpeed and Impact.

Job Description:

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position ofaCustomerExperience Associate.We are expecting an all-around champion who can understand customer needs and advise best suited banking solutions for a positive customer experience.

In this role,you will:

  • Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

  • Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

  • Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

  • Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

  • Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

  • Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

  • Assist the team by respecting coworkers, staying dedicated, and keeping everyoneup-to-dateon the status of routine activities

  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

  • High School diploma and/or 1+ years of relevant experience

  • Undergraduate degree or equivalent is an asset.

  • Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

  • Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.

  • A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.

  • A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet