1

Associate Financial Planner Jobs in Alberta (NOW HIRING)

Revenue Associate Location: Calgary, Canada Reports to: Sr. Revenue Manager Work Type: Full-Time ... We cover everything from procurement and FP&A to sales forecasting and internal risk management ...

New

... financial planning as per delegated signing authority, program accreditation as appropriate, and internal and external liaison as assigned. Through the lens of the exceptional student experience ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

... associates, financial outcomes and maintaining a safe and organized environment. Essential ... planning, and coaching for accountability. * Address and administer associate complaints and ...

Showing results 21-40

Associate Financial Planner information

See Alberta salary details

$33.5K

$71.7K

$116K

How much do associate financial planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial planner in Alberta is $71,724.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $84,500.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What are the most commonly searched types of Financial Planner jobs in Alberta?

The most popular types of Financial Planner jobs in Alberta are:

What are popular job titles related to Associate Financial Planner jobs in Alberta?

For Associate Financial Planner jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Alberta look for?

The top searched job categories for Associate Financial Planner jobs in Alberta are:

What cities in Alberta are hiring for Associate Financial Planner jobs?

Cities in Alberta with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,724 per year, or $34.5 per hour.

Revenue Associate

Aveva

Calgary, AB • Hybrid

Full-time

Posted 3 days ago

New


Job description

AVEVA is a global leader in industrial software. Our cutting-edge solutions are used by thousands of enterprises to deliver the essentials of life - such as energy, infrastructure, chemicals and minerals - safely, efficiently and more sustainably.

We're the first software business in the world to have our sustainability targets validated by the SBTi, and we've been recognized for the transparency and ambition of our commitment to diversity, equity, and inclusion. We've also recently been named as one of the world's most innovative companies.

If you're a curious and collaborative person who wants to make a big impact through technology, then we want to hear from you! Find out more at AVEVA Careers.

For more information about our privacy policy and how to manage cookies, visit our Privacy Policy.

Job Tittle: Revenue Associate

Location: Calgary, Canada

Reports to:Sr. Revenue Manager

Work Type: Full-Time (Hybrid) Three days a week in office

*Due to hybrid requirements, only candidates within a commutable distance (50-mile radius of the posted location) will be considered. Relocation is not provided.

*This position is not eligible for visa sponsorship now or in the future.

Role summary

The Revenue Associate is responsible for supporting the review, validation, and administration of revenue contracts for U.S. and Canadian entities.

Reporting to the Senior Revenue Manager, the Revenue Associate supports the Revenue Controllership function through contract review, revenue transaction validation, maintenance of supporting documentation, and execution of revenue-related processes. At AVEVA, the Financial Control function has full ownership of entity ledgers, accounting, tax, compliance, treasury, and reporting.

Success in this role requires strong attention to detail, an understanding of commercial contracts and revenue accounting principles, and effective collaboration with Sales Operations, Order Entry, Finance Operations, and Shared Service teams. The Revenue Associate plays an important role in ensuring the accuracy and completeness of revenue-related data and documentation, supporting timely month-end and quarter-end close activities, and contributing to accurate financial reporting.

The Revenue Associate will also support audit and compliance requirements by maintaining appropriate documentation, preparing supporting schedules, and assisting with the execution of established revenue policies, procedures, and controls.

Revenue Controllership Responsibilities

  • Review customer contracts and support documentation to ensure accurate setup and revenue recognition in accordance with company policies.

  • Perform revenue transaction reviews and validate revenue schedules for accuracy and completeness.

  • Support month-end, quarter-end, and year-end revenue close activities.

  • Review orders, bookings, and contract modifications for completeness and compliance with established revenue guidelines.

  • Validate revenue data and investigate discrepancies between source systems and financial reports.

  • Prepare revenue-related reports, schedules, and supporting documentation for management review.

  • Maintain accurate contract files and revenue accounting documentation in accordance with record retention requirements.

  • Assist in the preparation of audit requests and provide supporting documentation for internal and external audits.

  • Support process improvement initiatives by identifying operational inefficiencies and recommending enhancements.

  • Ensure timely completion of assigned activities in accordance with established policies, procedures, and service level expectations.

  • Keep up to date with revenue processes, systems, and accounting policy changes impacting day-to-day activities.

Finance at AVEVA

Our team of almost 500 Finance professionals are central to AVEVA's 1bn+ business. We cover everything from procurement and FP&A to sales forecasting and internal risk management, and we're playing a leading role in our company's transition to a subscription-based business model.

AVEVA is laying the groundwork for serious, sustainable growth, meaning there's a lot for the team to do - and a lot of interesting opportunities. We've got a skilled and well-staffed team, strong leadership with a clear vision, and a big role to play in the business's transformation: it's a great time to be joining us!

Find out more: https://www.aveva.com/en/about/careers/

AVEVA requires all successful applicants to undergo and pass a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, credit check. Certain positions dealing with sensitive and/or third party personal data may involve additional background check criteria.


AVEVA is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business.
Come and join AVEVA to create the transformative technology that enables our customers to engineer a better world.